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
Rafael D.
Posted
Mr. Lasher and I had several phone conversations and some face to face interviews. He gave me print outs, information and examples. He was very thorough and showed me different scenarios of the performance of investment options
Dave and Mona D.
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We were impressed with the knowledge our representative exhibited in our dealings. He took his time explaining data to us and researching existing policies. We appreciated his patience with my wife and I since we are senior citizens. We were never pressured and were allowed to make our logical decisions.We are pleased to have Troy Sibley as our financial planner.
Leah Joyeleen R.
Posted
AGAIN I AM NOT SURE AS TO WHAT INFO YOU ARE ASKING> I DO NOT REMEMBER ThE DATE OR WHAT REViEW YOU ARE SEEKING
Richard
Posted
J.D. Mellberg agents are knowledgeable and go the extra mile to provide you with the choices that best fit your needs and will provide you with the maximum bang for your buck. I have purchased 4 or 5 annuities from them at different times over the past 10 years and am happy with all my experiences. One annuity supplements my Social Security now giving me the income to live comfortably. I trust them.
Karen F.
Posted
The advisor explained very clearly when describing what options were best for me
Kevin T.
Posted
This was a great experience and I am very happy with the service , they were honest and quick to answer any questions
Rich S.
Posted
Market has been going down, but my annuities haven't lost a dime.
Robert D.
Posted
After Thirty years in the industry, mostly at Banks, JDM is by far the best company I’ve worked at. They are client focused and associate driven.
