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
Barbara F.
The check is at the bank on the 15th each month which makes me feel confident they will continue to do what they promised. It's not complicated -- easy enough for me to understand the bones of it. It has given me more confidence about my future.
John Hayes S.
I was referred by a WEB site on annuities. The contacts were informative and very helpful. I was helped in selecting an annuity that was best for me. I am very happy with my choice.
Robert J R.
These folks listened to my needs, goals and resources and responded in depth to any questions I had or what-if's I could think of in order to be thorough.
Charlotte L.
Mario took me from being ignorant about annuties and other retirement products to a state of full understanding. Mario was a great teacher. No question or concern went unanswered. I feel confident my retirement years will be golden.
James J D.
I am 69 years old & have been investing for 40 years. Over the years I have invested in stocks, mutual funds, bonds, covered & naked stock & currency options and treasury bills. But I had never invested in any type of annuity, fixed or variable, because of the high fees & early withdrawal penalties. After meeting with a local representative, The Horner Group, and fully discussing all the pros and cons of them I changed my mind and purchased two deferred annuities. I owe my delayed interest in annuities to JD Melberg Financial.
Michael R. F.
Was very impressed with Todd Warren and the time and effort he put forth in explaining to me how my annunity would work.
Alfred C.
I truly believe this is the best annunity in the market place. I am completely satisfied with my annunity. I just wish I had the money earlier so I could have bought sooner. I know other annunities are trying to duplicate this hybrid annunity now but they are just trying to catch up with Senior Annunity.
John G.
They were friendly and very knowlegeable. Took time to explain the options and help choose the best for us.