J.D. Mellberg FinancialReviews of jdmellberg.com

The representative listened to my particular needs and plans to meet again to discuse different annuities.

It was a getting to know my needs ( face to face) meeting...will learn more about what fits my needs on Dec 27th again ( 2nd meeting)

The representative was very informative and helpful. All I could ask for at this stage of the process.

Clay was courteous, persistent, but not pushy. Even when I became distracted, he patiently followed up until we got the deal done.

Shawn walked us through each step to make sure that we were going to be safe and secure. He was so nice and made us feel comfortable.

Marc Smith is in my judgment an excellent communicator and very importantly an excellent listener. During our discussions he often seemed to almost anticipate my likely next question and answer in ways that were surprisingly on the mark. While my wife leaves much of this type of activity to me, Marc also honed in on my intent to be sure of his comfort also; and again anticipate the type of responses that could help me more clearly explain what the approach was instead of leaving a sense that we just need to trust the experts. I am very comfortable working with him and believe I can in fact trust that he will protect with us in this important part of our financial retirement planning

Larry Warner is a great agent what a very good product we were very pleased.

I received some money and had to do something meaningful with it, especially since I am an older person. My chances of earning more money at this point, is not hopeful. I kept seeing ads for J.D. Melberg, with good results being posted. I have in the past, lost a lot of money in the stock market, so stocks were not very high on my list of places to put my money. Kristine explained how your investments work, and that it was probably one of the best investments available, and that I could feel secure with j.D. Melberg Co. handling my investments. Traditionally, the returns have been very good, and I could feel safe with this company. I so appreciate her knowledge, and ability to communicate. She listened to me, and thoroughly explained the best pathway to meet and or exceed my goals. I very much appreciate Kristine.