Excellent
Based on 395 reviews
Honesty, pricing, process and quality scores appear once 5 customers have rated them.
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 Folks Told, with an average rating of 4.6 out of 5.
395 approved reviews, newest moderated first
Arnold D.
I am satisfied with Robert's overall performance. This was a leap a faith and I am usually not that trusting especially during times like this but Robert kept me informed the whole way. The process was slow but Robert understood my nervous feelings. I would and will recommend him in the future.
Elizabeth B.
They were very patient and no pushing. Answers all the questions within a timely manner. You hear so many horror stories but it was nothing like that. At our age group we felt that it was we needed to do. Thomas and Nancy Schilreff were very genuine. They wouldn't let us not understand what we were looking at, they always made sure we understood.
Bob H.
I've have had an excellent experience with JD Mellburg and particularly John Papa of Diversified Planning Strategies. He has provided a great plan and I am now much more confident in my own financial future and would not hesistate to recommend him in the future.
Joseph C.
My name is Joe i Have been looking for a way to get a monthly income off my investments for a long time and Joe Casey showed me how with a hybrid annuity so if the market drops my $$$$$ is still safe. THANK YOU Joe Casey!!!
Adrian D.
We have had the pleasure of working with Adam Moeller in regards to our financial planning. We have been completely impressed with his knowledge, his ability to listen, his ability to explain and provide options for us that make sense. He is very caring, trustworthy, and has amazing insight to making sure he is doing the best job and providing us with the best solution. I would feel completely confident to highly recommend him to anyone. This guy can really make a difference!
Joel M.
I am so glad I met and have been dealing with Tom and Nancy Schilreff. I feel my retirement "golden years" will have a little more "gold" thanks to their advice and financial planning. No one enjoys getting old and planning for the latter years of their life. But, if you live in Tennessee, Kentucky, North Carolina, or Virginia, you have available some wonderful, sincere, trustworthy, intelligent, super individuals who will make that planning much less stressful, understandable and well worth your while. If you want to have your money secure and have an income stream, you need to talk to these nice people. To me, financial planning ranks right up there with going to the dentist or having an IRS audit. For the first time, I actually enjoyed the experience. That's a testimony to just how great Schilreff Financial's,Tom and Nancy Schilreff, are both personally and professionally. You too will be happy to meet them and do business with them.
Glenn D.
Leslie Davis eliminated all of our worries surrounding the topic of "early retirement", especially at a younger than expected age. We're no longer concerned with outliving our money, and will leave a substantial nest egg to our children.
George L. G.
I had the pleasure of working with Stephen Bishop . I feel like he is a honest and trustworthy man and he is always available when I have questions about my annuity or other products that we may work together on in the future. I consider Stephen a friend and I value his advice. George L. Griffin
