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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Showing 314 reviews with 5 stars · Clear filters
Alfred C.
I truly believe this is the best annunity in the market place. I am completely satisfied with my annunity. I just wish I had the money earlier so I could have bought sooner. I know other annunities are trying to duplicate this hybrid annunity now but they are just trying to catch up with Senior Annunity.
John G.
They were friendly and very knowlegeable. Took time to explain the options and help choose the best for us.
Patrick W.
I had a forced retirement a year ago from a large company. With the market being unstable at the time, I was nervous as to what I should do with my contributions to the company's voluntary investment plan. I worked at this company for over thirty years and contributed to the plan from day one. I got in touch with a company in Mesa, AZ called Legacy Financial. I signed up with Larry Jorgensen who helped me to understand the Hybrid Annuity presented by JD Mellberg Financial. Larry took his time and walked my wife and I through the plan, he covered all the pros and cons of the annuity. The bottom line convinced us that this hybrid annuity was the best possible decision to roll over our investment to. I'm happy with the growth I have already seen, my fears of the uncertainty of today's economic stability is gone thanks to Legacy Financial.
M Kent & Katherine S.
wonderful folks to do business with
James F. R.
The explanation of the products was very detailed and no matter how many questions and how many times i asked the same thing over again. Joyce woukld answer them. Joyce has become a friend as well as a deligent worker to achieve my goals.
Ronald B.
I have worked with Arthur Plank at Mellberg for several years and he has done an outstanding job in assisting me in reviewing our retirement financial plan and various alternatives to maximize our retirement cash flow with the least amount of risk, including looking at alternative investment instruments including equity index and immediate annuities as well as other alternatives and the IRR of each alternative over an extended future period. He is not only very knowledgeable but also a pleasure to work with and always has the client's best interest at heart.
Wayne Y.
After rolling my employee savings plan over into an annuity, I was treated from beginning to completion with total respect. They made me feel at ease and presented their intentions plainly and completely.
Albert B.
Easy to deal with. Almost everyone was Knowlegable (if they weren't, they found someone who was) They responded to questions promptly.When my wife retires,I will contact them again.