J.D. Mellberg FinancialReviews of jdmellberg.com

I would recommend this firm to any and all.

I met Mr. J. Harris at my home, he was friendly, knowledgeable and really seemed to want to help me with the best solution for my situation. I recommend J.D. Mellberg for solid financial opportunities that will make the best suggestions for your individual future requirements.

So far the whole process went through flawless,and we're thaksfull to the entire team of this organization, each one being more respectfull and wishfull to help in order to get thinks done then the other. Many thanks to the whole team !!! Zoia & Stere

My experience with Senior Annuity Alert was a positive one. It was very educational, and their products were thoroughly explained with no sales pressure. They were able to set me up in three hybrid annuities and set up an Schwab IRA stock and cash account. In the Schwab account they purchased many dividend bearing stocks to supplement my annuities. So far I am pleased with the performance of these stocks, as the account is growing steadily. Currently I have not withdrawn any of proceeds from the annuities or the dividend stocks, but will in the not too distance future. Based on my experiences with Senior Annuity Alert, I would not hesitate to recommend this company to anyone already retired or nearing retirement.

I am satisfied with my purchase.

I was very concerned about having enough income to last my entire life. Having the Lifetime Income Rider on the Security Benefit Annuity has made all the difference in my confidence to retire with peace of mind. I just passed my first year with one of my 2 Security Benefit Annuities and reviewed the status on their website. I could find no reference to the Lifetime Income amount at all. I received a statement in the mail and the information was on that document. I was surprised by the 1% administration fee thus reducing the annuity interest amount from 3% to 2%. That seems excessive. However, since it doesn't affect my Lifetime Income value I "guess" it doesn't really matter much. I would acquire these annuities again if I had it to do over and I look forward to taking the Lifetime Income amount in a few years when it will be the appropriate time. Art Hatfield-Mihelic

Excellent investment options were explained thoroughly, without any hard selling. I am very happy with my investment.

I haven't recieved any benefits yet, but my experience in purchasing my annuity was very nice. The people I dealt with were kind and considerate. If and when I need to use it, I hope my feelings stay the same. I do wish my funds were done on a monthly basis and not yearly, but I'm sure that is why it works the way it does.