J.D. Mellberg FinancialReviews of jdmellberg.com

Randal and team did a great job explaining our options and offering their insight when asked. Everyone was very attentive to mine and my wife's varied goals and it was overall a great experience. They came back multiple times so we could get all our questions answered. Ask questions, read carefully and know what you are signing. If an annuity is for you, you will know it.

my experience was made easy by the professional staff that went beyond my expectations. Robert was great.His guidance, my own research and the videos by josh spelled out this was the right direction to go in.i feel secure and confident about my financial future. thank you.

I purchased an annuity through Joshua a couple of years ago. His attention and focus to exceed my expectations throughout the process convinced me to use him. I'm a very analytical person who asks many questions. Joshua was able to answer them all - in fact, he answered several questions before I asked them. My experience was so good that I just purchased two more annuities through him with great confidence that I made the best choice through his solid advice.

My husband and I have meet with Shelia a few times and felt her knowledge of our needs is right on target with our goals. I have opened up one annuity plan with her company in just the past month. We are still in the early stages to see any results from the plan I took. We have more appointments to come for more plans and investment options.

My experience with Brent Matthew has been extremely educational and professional. Brent listened thoroughly and answered all our questions and then some. He gave us exactly what we needed and provided the best possible financial advice. He is someone you can trust to do what is best for you. I have recommended and will continue to recommend him to family and friends.

My Financial Advisor is Tim Money (makes word association easy). Before appointment # 1, he supplied me with enough printed material, video, and useful video links on the net to make me an Informed Client, for when we were to first meet. He did his preparations and I did my part. After that, we did the paperwork and the contract was complete and signed in record time. I transferred this much to get that much. Smooth. Five Stars. In retrospect, I should have asked how much, for me to get this much, at the beginning. He was nice enough to answer that question, when I thought about it late in the process, though. It may not have made any difference, but one never knows. Tim Money is a nice fellow -- a nice blend of business and personality. I look forward to dealing with him for many years to come. I was surprised to learn that Josh Mellberg, himself, knows I exist. That little tidbit tells me something important about the man and about how he runs his business. Five Stars, Josh! The Lady of the House agrees. Oh, I have already talked about JD Mellberg to a half dozen interested people.

I have recently become associated with Gary Burger(financial advisor) and could not be more pleased with my decision to handle my financial portfoilo. He is very professional, courteous, up to date with the always fluxuating financial market and keeps me informed of what my financial needs are for the present and my future retirement. He is described to me as a bulldog (in his own words) in getting the answers I need when i need them and is relentless in his actions to get the job done for me.

No one else could have explained everything better to my husband and myself. Michael was so caring and kind. When he left our house we felt like we had known him for a long time and trusted he had given us what we needed to be safe and secure in our investments. We would recommend Michael Stone and JD Mellberg Financial to everybody. Thanks Again Mike, Dennis and Ernestine Heringshausen