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J.D. Mellberg Financial Reviews | Read Customer Reviews of jdmellberg.com

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Insurance
J.D. Mellberg Financial

JD

J.D. Mellberg FinancialReviews of jdmellberg.com

4.6395 reviews
Insurance
3067 W Ina Rd., Tucson, Arizona

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JDJ.D. Mellberg Financial4.6

Reviews395 About Contact

Overall score

4.6 out of 5

Excellent

Average of 395 reviews

Distribution

5★79%
4★15%
3★1%
2★1%
1★4%

What customers rate

Detail scores appear once 5 customers have rated them.

Contact & location

(520) 731-9000
jdmellberg.com
3067 W Ina Rd.Tucson, AZ 85741

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About J.D. Mellberg Financial

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.

Also known as: jdmellberg.com
Website: jdmellberg.com
Category: Insurance
Location: Tucson, Arizona
Listed on Five Star Index: 2026

About these reviews

Replies: The company has not replied to any reviews yet.
Latest: Most recent review: November 2025.
Edits: Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
Score: This company cannot pay to remove reviews or change its score.

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J.D. Mellberg Financial reviews

Showing 4 reviews with 3 stars · Clear filters

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Dana L.
Aug 15, 2015
Review
I have not received much information as to what my account is doing. If at all possible, I would like quarterly if not monthly statements. Thank you.
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Lillian P D.
Apr 26, 2013
Smart Option Performance
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.
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Susanne R.
Apr 2, 2013
Still waiting
We still have not received our corrected profile that we were suppose to receive when we purchased the anuity several months ago. It was supposed to have been sent w/ our contract. We were suppose to get it back in January. Please send it. Also, could you send me a link where I can tract the current performance of our anuity. Thank You. P.S. <private data removed> was very helpfull getting the profile corrected, but she said another dept. had to send it to us.
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Gary T.
Jan 24, 2013
Very good to excellent videos
Current videos are informative but very general . Need specific examples of success stories
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