Greg L. C.
great info and the annuity rep was awesome...love the product I bought and the rep.
I'm done with stocks and "long term" and can now relax. When the market tanks I take nap. :)
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
Greg L. C.
I'm done with stocks and "long term" and can now relax. When the market tanks I take nap. :)
Jeffery L. A.
The product reviewed and discussed was not the contract delivered. We were told we had a full year before being allowed to make any withdrawal. During that time we could add to the account any amount and it would receive a 10% bonus added. We had planned on doing this as funds became available. We had also planned not to make any withdrawals even after a year to allow the account to continue to grow. Idea being let it grow to get to the highest amount paid monthly to help sustain my wife. What we got was an IRA without being allowed to add and receive the 10% bonus. Also the greedy government ordered me to start making with drawls immediately. Now I( doubt this account will not be adequate to sustain my wife. Thank you for that Jeff Aberg
Mike S.
I had followed this agency (JDMellberg) for about 18 months before actually contacting them. From my very first conversation with Chris Antonio I felt a connection and talked comfortably with him about my situation. He explained every issue fully and on a level I could easily understand. When it came time to make my decision, I did so with confidence. I was pleased enough I have already recommended his services to another person. Thanks for all your help.
Richard C.
A Brian has earned my trust and respect.
Victor F.
Just invested in several annuities for future income. All appears to be going as planned related to the investment. Knowing that I will receive an income stream at a minimal level is comforting, especially when equities are declining. I don't worry that I will have an adequate income 10 years out. Now, just have to get to the ten year mark.
Michele A. F.
I am happy with the program sold to me. Most times the slaesman was on time and was to answer my questions about the program I purchased. I am still waiting to see what to do with my husband's "program" I was told they would get back to me.
Hipolito A. C.
I like the service and the products. I found the analyst I worked with Josh Salinsky to be very honest.
Art F.
Happy and secore.