Charles H.
I would recommend J.D
I would recommend J.D. Millberg Financial to my friends. Thank you. Charles Hatchell
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
Charles H.
I would recommend J.D. Millberg Financial to my friends. Thank you. Charles Hatchell
Henry B.
Informative discussion.
Delores P.
Jeff Musgrove was great to meet and talk with. Jeff was very informative and answered all my questions. Jeff was able to explain and clarify all I needed to know.
Anthony C.
Branden is a Good person, Good Ethics.
DAVID W.
Mr Yancey is very informative & considerate. We greatly appreciate the time which he has spent w/ us.
Kim K.
It was a very imformative meeting. Jim Leggot was very personable and well informed on the subject of retirement strategies for IRA's and I hope to have him present some options for me to shelter my retirement income.
J.J. L.
RAY WAS SO LOVELY IN HELPING AND GUIDING ME THROUGH THE WEBSITE WITH EASY TO FOLLOW INSTRUCTIONS. A GREAT ASSET TO YOUR FIRM. THANK YOU RAY
Angela R.
Julie was informative and had some potentially helpful ideas!!!!excellent information.