Here at J.D. Mellberg Financial, we have been helping retirees and pre-retirees develop strategies tailored to their needs and goals since 2005. For the last 7 years, we’ve been an Inc. 500/5000 company. We’re proud to have had the opportunity to work with so many bright, intelligent individuals as they make plans for some of the best years of their lives.
J.D. Mellberg Financial (jdmellberg.com) has 395 customer reviews on Five Star Index, with an average rating of 4.6 out of 5.
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395 approved reviews, newest moderated first
Rosana
Jeff Byrd is their representative in Los Angeles, he was a great help and his easy manner and understanding was paramount for me to sign up for the Annuity. Very personalized service and always ready to clear any questions.
Robert Z.
Felt staff was very professional and personable. Staff did not 'push' any investment or available services, but tried working with client on the best approach to meet individual goals. Would certainly recommend to others considering various investments.
Robert
I asked for information and got it fast with follow up contact from a local agent who was out to see me within a day or two. We put a deal together that was right for me without me feeling pressured.
Roger B.
I felt very comfortable working with Steve and I was not hesitant to share all our financial information with him, as I felt he was working for our best interest. I would recommend Precision Advisory Group to anyone looking for someone to trust. Thanks
Ralph E. D.
Good service.
Kevin L.
you should look in to this good stuff first, check it out, they are good at what they do.
Ray E.
At least now I don't have to be concerned that my Ira will go down the tubes. I'm not young anymore and can't afford to loose or go backwards l may not get as much as I had hoped for but at least I'll get a decent monthly check
Luther L.
Many financial advisors main objective is to sell their clients a financial or retirement plan for the financial gains that they gain from it, even though the client does not fully understand the plan and how it will benefit them in future years. JD Mellberg Financial does the opposite by educating their clients to the point that they fully understand the benefits and features of a financial plan in layman's language. The financial literature and advice that they provide is outstanding.