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
Crocker Francina L.
I contacted JD Melberg for annuity edicational materials and a referral. They sent the material promptly and referred me to financial planner Lance Scott in Baltimore. Thanks to JD Melberg, I have found an excellent financial planner.
O'Connell G.
My wife and are 66 years old and like many, we woke one morning to find that my 401K and her government TSP took a bath when the market took it's big hit. Since then I have been moving it around within the limits, both choices and amount of moves my company plan allowed, and slowly getting back to where it had been. My wife's came back a little quicker but was still in funds that could cause her to take big losses. Every morning I would log into my 401K, navigate to the balance sheet, hold my breath and hope I was either still moving forward or at least maintaining status quo. My wife's motto was if I don't look I won't get upset. We had already moved out retirement plans to the right and now wanted to retire in mid 2014. In March of 2013 I saw one of the JD Mellberg Financial ads talking about Senior Annuities and called. They put us in touch with Bob and Ian Woods of, Woods Financial in Chesapeake, Va. Even though Bob and Ian seemed very knowledge about their business, when they told me they could put our money into a modified Annuity plan than would protect it from loss, allow it to continue to grow, and allow that retirement to happen, I was skeptical. After awhile we agreed to have them prepare a plan for us to consider based on our existing assets. When we returned a few weeks later Bob and Ian blew us away with the plans they had laid out and helped us select the one that will allow 2014 to be our retirement year, Since we are both 66, we were able to cash out our 401K and TSP (not to zero as we continue to put the same amount of money in until we cash out in 2014) and invest the bulk of our assets in the plan Bob and Ian had helped us settle on. What's the difference you may ask, well in the plan we selected our money will continue to grow at a minimum rate of 7% (at first I didn't believe that either) and it's as safe from loss as if it were locked in my safe deposit box. Toooooo good to be true. That's what I said at first. But now I log on to my 401K and see the small amount of money I have in there still growing slowly through my contributions and a favorable market, but I don't have to stay awake at night wondering if I log in tomorrow and it's all gone what will I do. I'll be a little upset, sure will, but since my retirement is now secure, it would be nothing more than one of those little bumps in the road that life throws at you from time to time, not the potential retirement ender that had the bags under my eye getting ever bigger and bigger. . Is this plan fore everyone. Probably not. But it's certainly for us !! Tks Josh and a very special Tks to Bob and Ian Woods !! Sleep never felt so good !!! George and Rita
Dick M.
I should add, that our local representative, Stewart Miller was great, and we can't say enough good things about his performance.
Ernst R.
Very professional and took there time to explain various plans at length and answer ANY question I had concerning my future income... I would recommend them to anyone having full confidence that they will do the same for them as they have done for me!!!!!
Kletz C.
Although I did some home work on my own, Senior Annuity guided , and gave me choices with highly rated companys, without a lot of high pressure. The final decision was mine, and to date, I'm very well pleased at how I was treated by the staff, and their knowledge base..
French S.
I couldn't have been more pleased with the representative J.D.Mellberg sent to my home and explain and discuss my financial situation and eventual purchase of an annuity. I feel so at ease now knowing that my money is working for me without the anxiety associated with the stock market. I would recommend J.D.Mellberg and especially the representative they sent me without hesitation. Steven R. French
JOHN R. VON A.
Stephanie & Steve are the greatest. I've had 4-5 planners in the past 50 years and these folks are far and away the most trustworthy.
Bristow D.
I called your AZ number after watching a video on annuities by [private data removed]. I was referred to [private data removed] in St. Louis Park, MN. We were very, very, very disappointed with [private data removed] for many reasons and have exercised our free look on the annuity he sold us and have found another financial advisor. Evidently [private data removed] and your organization does not investigate advisors prior to referring clients.