J.D. Mellberg FinancialReviews of jdmellberg.com

My wife and I have had excellent professional and personal relationship with the staff of JDM and we believe we were guided through the annuity planning process the best possible way. JDM staff has been very receptive our ideas, suggestions, needs and have implemented plans according to our "risk" tolerance. We will recommend JDM services to our friends and family members. All the best to JDM team.

I went into this transaction knowing exactly what I wanted and they delivered. I purchased a Hybrid Annuity (Security Benefit), lifetime rider with 8% sign-up bonus and 7% compound annually on the 'Benefit/Income account'. Only one criticism that I have is the website to access my account. It doesn't contain enough user control to modify/change certain things. Mine only allows me to change my address and that's it. I wanted to add a third beneficiary online but do not have the ability. I should also have the ability, when it's the right time, to change my investment options, currently set to S&P 500 index annually applied but should I want a mix at the end of the year I should be able to change/select by myself. Lastly, I should be able to track my monthly Principal account balance based on the index even though my account is locked to an annual payout. Statistical data is always helpful for future decision making.

We are so happy to have found SeniorAnnuity on-line. Your representative helped us so much, not only with the annuity but in other areas too. We feel we are now more secure financially for the rest of our lives.

I feel as if Josh is looking out for me and my wife. He had some great ideas about investing and I respect his opinion. With our economy being in the state it is, what person can rely only on his own thoughts? Josh helped us and I feel confident with our plan.

Brent Matthew walked me through a hybrid annuity contract and it it works so that I had a full understanding of what I was purchasing. I purchased two annuity contracts from companies that he recommended to me with complete confidence that I was making the right choices. for myself and my family. You cannot go wrong working with this excellent financial company.

I was very pleased to learn about annuities on senior alert. I was in need of more information on the various annuities available. They were informative and had additional information to send me on the products I was interested in. They had people to contact and make appointments with that would talk to me in detail on what my concerns and needs were and then they put me in touch with someone in my area to meet with . For me it was a good experience. The financial advisor I met with was very knowlegdable and had lots of experience to share so that I could make the best decision without pressure. So I would highly recomend them. Teresa , Corona California

I am in the process of moving, so I have not had much time to review how well my annuity is performing, but I am sure if it is or is not doing well they would keep me informed!

I did however, purchase an annuity from Security Benefit Life Insurance Co. because of the fine video that SeniorAnnuityAlert.com made. I had excellent service from Todd Warren with J. D. Mellberg Financial Co. If I had not seen this video, I would not have purchased an annuity. I