J.D. Mellberg Financial Reviews 397

The representative was very informative and helpful. All I could ask for at this stage of the process.

My representative, Dan Clancey, was professional, well informed, and very patient.

Feel very comfortable with the directions and choices presented for retirement secure retirement income from the agents I have dealt with. Agents Ron, Todd, and Joe are quick to respond when I have had questions and have provided clear and concise explanations in the differences in the available retirement options.

We met with Frank Laise several times...found him to be personable, knowledgeable, but more important than that we Trusted him and his suggestions. Thank you Frank

We progressed exactly in the fashion I wished. Time and Quality. Greg was very knowledgeable and balanced in his approach.. I will use Greg again as the opportunity arises as I've met other with equally great offers but not the level of Quality Greg offers.....

I was looking for a fair gain with no risk and this plan met my needs.

Working with Doug Warren was really easy, he was very helpful, he understood what I was looking for, found an annuity that was perfect for me, can't say enough about how helpful and professional he was. Thanks, Bill Jones

Joseph and his associates are the kind of people you can trust with your investments. They give an honest review of what to expect with their company and knowledge. Their are there for you any step of the way, weather it be answering questions or advise, you can count on them. I highly recomend them to all investors.

I want to thank J. D. Melllberg Financial and my representative, David Gowens for the courteous/professional advise and planning of my financial matters. I truly believe that your company and David had my best interest in mind when planning the program we chose. All of my questions were discussed completely --even at odd hours of the day I could contact David. He was always very courteous and explained things to me very well. I feel much more secure that I am doing the correct financial planning with your professional advice. I would recommend J. D. Mellberg and David Gowens to anyone that wants sound financial advice.

Clay was courteous, persistent, but not pushy. Even when I became distracted, he patiently followed up until we got the deal done.

Very useful site for financial advice.

Brent Matthews work diligently to ensure that we were able to create an investment portfolio that met our retirement needs. His assistant, David, went above and beyond more than once, by bringing paperwork to our home, since we are quite a distance from the home office.
Thank you, gentlemen!

I am retired and therefore have to be conservative with my investments. Brent understands this and has put together a financial plan roadmap that satisfies my needs and objectives. He has called me up after we had made an investment decision and reversed his recommendation based on some additional concerns which indicated to me his willingness to do what is right for his clients and not just charge forward without consideration to the client's ultimate benefit.

Jonah Collier of Collier Financial listened to our needs and identified the best financial strategy for our retirement years. He has been very honest, forthright, and patient with our many questions. He presented a new financial strategy proposal in great detail and easy-to-understand language. He answered many questions as we worked through rolling over our IRAs and annuities from one firm to another. He delivered the new contracts in a timely manner. Jonah demonstrated how he would help us now and in the future. This was a very personal, nice touch in how he handled our case. Today we feel more secure with Jonah as our wealth manager and know that he will keep us informed of market changes.

communicated the explanations everything from start to finish... not grinding you on costs..has been the best policy I have seen... looking forward to in the near future to finish up my financial planning... very trust worthy... only will sell me what I need... he will look after after my pocket not just his

I give Dan Yancy , OKC a 5 Star rating for having a good experience
thru the intire process of learning and purchasing our retirment annuity.
His professional presence was consistant thru the intire time of working
with us, and he showed great patience in the learning process.
His teaching methods were easy to follow and retain, which was very
helpful in reviewing all the various options that the annuity had to offer.
We would reqomend Dans services to everyone.

Excellent review!

He was helpful with information and quickly earned my trust.

When asked to review my experiences with J.D. Mellberg Financial and specifically Brent Matthew, I jumped at the opportunity. I can say without reservation that after several years of researching alternatives, my experience with this individual and organization can only be described as outstanding. All correspondence was answered in a timely manner, questions were thoroughly and patiently explained, and Brent was always available for consultation when needed. I would highly recommend J.D. Mellberg Financial and Brent Matthew to anyone looking for this type of financial assistance.

Very informative and trust worthy.