J.D. Mellberg FinancialReviews of jdmellberg.com

In researching a multitude of companies in which to invest retirement savings, J.D. Mellberg presented investment opportunites which best suited our needs. The information provided was very concise yet easy to understand in layman's terms. We were referred to another affiliate withing our geographic area and quickly developed a high level of confidence in Davis Financial Services, Jacksonville, Florida. Our association and investment opportunities have met and often exceeded expectations.

I was very impressed with the video's and the company!

My wife and I had been researching annuity products for several months and after speaking to both a broker and insurance adviser were considering a variable annuity product. My wife, however, continued here research and began researching fixed annuities. We were then referred to Bruce Gray of GPS Financial in Walnut Creek. Bruce was easy to talk to (not pushy), answered all of our questions, and left us with information that we could take home and read. After more reading and more questions, we decided to go with the fixed annuity product that Bruce recommended. We feel that we made the right decision for us and are now sleeping more comfortably at night knowing that we will be in a good financial position when we are ready to begin making lifetime withdrawals.

The check is at the bank on the 15th each month which makes me feel confident they will continue to do what they promised. It's not complicated -- easy enough for me to understand the bones of it. It has given me more confidence about my future.

I was referred by a WEB site on annuities. The contacts were informative and very helpful. I was helped in selecting an annuity that was best for me. I am very happy with my choice.

These folks listened to my needs, goals and resources and responded in depth to any questions I had or what-if's I could think of in order to be thorough.

Mario took me from being ignorant about annuties and other retirement products to a state of full understanding. Mario was a great teacher. No question or concern went unanswered. I feel confident my retirement years will be golden.

Was very impressed with Todd Warren and the time and effort he put forth in explaining to me how my annunity would work.