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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Claim this listingInsurance · Phoenix, Arizona
Excellent
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Insurance · LITCHFIELD PARK, Arizona
Excellent
395 approved reviews, newest moderated first
Brenda M.
I do not feel that this annuity was explained well to us. We were given our policies at a dinner and had no opportunity to go over what we were getting or to ask questions. I'm very disappointed and wish that I had it to do all over.
Lillian P D.
I just completed my first year with the Smart Option and am rather disappointed in the performance. Barely achieving 5% does not seem to live up to the promised advantage of the Smart Option in light of an outstanding year of market indices. Currently reviewing choice.
Mitchell A R.
Mario has been great to work with. I hope the long term results are everything we think they will be
Terry G.
I was thoroughly pleased with the attention to detail and professionalism of the personnel at JD Mellberg. With the transfer of my funds from the Government Thrift Savings Plan every detail was handled in a professional manner. I would truly recommend JD Mellberg to my closest friends and family.
Mary L W.
I'm well satisfied with all the information I recieved before I decided to go with a Hybrid Fixed Index Annuity. It's scarey to trust someone with your money that you don't know. Talking with Marco made me feel at ease and I felt I did the right thing instead of leaving my money in the stock market. Thank-you
Vladamir I.
We have received a very thorough review of various annuities and are very satisfied with the level of service. As a result, we purchased hybrid annuity
Janice S.
Brent helped me to understand annuities in 2010 and I purchased one at that time. Since then he has helped me decide on another annuity and compare to one that was being offered. Somehow, even though we are in different states, he makes it work!!!!
Jhones G.
It was as if I made an immediate connection with this company, especially Lucas, there was absolutely no question that I had that was not answered so that I could understand and feel empowered. I am so glad that I had the questions for the internet and then be picked up with warm and educational folks from this company...I am so glad that I am so lucky to be handled by such a professional staff and I have absolutely no regrets that they are behind me. Thank you!!!!