Mike
Posted
Good meeting
Enjoyed the meeting and learning about the annuities. It was informative and also a pleasant experience.
Excellent
395 reviews
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 Consumer Courier, with an average rating of 4.6 out of 5.
Showing 314 reviews with 5 stars · Clear filters
Mike
Posted
Enjoyed the meeting and learning about the annuities. It was informative and also a pleasant experience.
Jerrold L.
Posted
I found out that I misunderstood the meanings of certain words in the contract describing my annuity, primarily the word "Income," which is not the same as the IRS uses it. These are my words, not those of the Teacher, as I will call the Consultant. I need to set up another appointment to begin to repair the damage of my previous misconceptions before our life's savings are misappropriated forever.
Alejandro
Posted
office is beautiful, Financial Adviser was so professional and knows what his doing, very smart in addressing questions. Great learning from great adviser. Thanks a lot!
Daniel R.
Posted
100 percent very professional.
George R.
Posted
We are very pleased with our investment. Our experiences with the financial representative have been wonderful. His service and knowledge are outstanding and we highly recommend anyone to utilize him for outstanding results,
VIRGINIA W.
Posted
I PLAN TO FOLLOW UP WITH TIM SPARKS
Robert S.
Posted
The firm is knowledgeable and offers excellent service.
Silas Z.
Posted
Superior product knowledge and an innovative approach to customizing annuities, put this company head and shoulders above everybody else!