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
Patricia W.
I didn't know anything about annuites so there was a hugh learning curve for me. Once I understood the different annuities and their functions, my rep worked to find the best one for me. He sent me charts, forms and other learning aids. It took about 2 months for me to learn, understand and finally purchase my annuity. I have no regrets and would recommend this company to my friends.
James G.
We are impressed with education material provided and the concern the correct product is chosen for our particular situation. Marco really listened to our concerns for future events and then provided several companies that provided solutions to choose from. He made sure we understood each phase and was happy to take time to explain in a manner we could understand.
Farley & Mary M.
The person to person meetings regarding our annuity were beneficial and informative. Mr. Lucas Titone was an excellent representative of JD Mellberg Financial.. A 1035 exchange was involved and was done in a most satisfactory manner. Ms. Daria Mercer was most helpful in this transaction. She is a joy to work with. Any and all questions were answered quickly and efficiently. I would not hesitate to do additional business wth JD mellberg Financial. Sincerely, Farley G Mann
Roger R.
After doing my homework researching other major financial firms, I entrusted JDM to manage our retirement assets. Their management service is personal and ongoing. I have a wonderful working relationship with my adviser and his assistants. I'm quite pleased with the investments results. I expect to confidently maintain my relationship with JDM and Secure Investments for years to come. .
Karen M M.
The explanations of the various products were superb. Whether or not any product is for you, their advice and information makes it easy to make that decision.
William D. L.
No hype, just reliable information from a well educated Mellberg Associate. Complete analysis and follow up as we required.
Larry H.
I would and have recommended JD Mellberg to others. Some have taken my recommendation and have had the same great experience that I have had. Their staff's knowledge as well as making sure I fully understood all my accounts prior to the any purchase. I don't worry about checking the Stock Market, in fact I don't need to. When one is in retirement the less that you need to worry about the better your life, especially finance issues. These are great people.
Martha D M.
[Name Removed] took the time to thoroughly educate me on the different types of annuities, so they earned my trust and my business. They honestly answered every question I posed and were willing to pay my air and hotel expenses, if I preferred to meet them face-to-face. I am very pleased to be doing business with them and have already recommended them to friends and family.