J.D. Mellberg Financial Reviews 397

I was looking at retirement and needing a place to roll over my 401K that would make me some money but I could not loose my initial investment. I did not want to play the stock market and bonds and mutual funds wont make any money. I called JD Mellberg about Annuities and was set up with Brent Matthew. Brent took his time and went over how Annuities used to be and the new types that are out there now. I was never rushed into any decision and Brent would explain to me all the different types of Annuities and how they worked. He explained that Insurance companies aren't in it to loose money and they can garantie that I would not loose my initial investment and that I could make a good deal of money in only 10yr's. After working with Brent for 4 months I finally made a decision and took Brent's advice. We met in the town that I live in and after last minute questions and answer's I made my decision to take his advice on my investments. I am very happy with our decisions and look forward to working with Brent and J.D. Mellberg in the future.
Barry Taylor

In my senior years money becomes a problem of survival if there is a shortage of it from bad investments. Bank interest rates are a laugh, CDs aren't what they used to be, stock market roller coaster too much, mutual funds...well they are mutual funs, fixed annuities vary so our MAN, Charlie Jewett took us in his hands and led us to a great way to feel secure. Having an account that provides life insurance with great dividends, no worries of losing our principle, and the safety of having it become a long term care insurance policy. What a relief it is!

I was very pleased with service provided by Shawn. He was very patient and provided me the information I needed to make investment decisions. Shawn made several trips to my house, reviewed multiple options with me and never pressured me into any decisions. I felt very good about the entire process.

Eric and Jen made sure I was comfortable with my decision. I didn't feel pressured or even rushed. They made sure to explain everything and make sure I understood every bit of it.

Once I met with Mike he made sure that he got me the right annuity. He was very nice, just a great guy.

Shawn walked us through each step to make sure that we were going to be safe and secure. He was so nice and made us feel comfortable.

John helped me take my money and be able to accomplish what I needed for retirement. He made me feel comfortable with my choice.

When I went to retire I knew I needed to do something. I called JD Mellberg and they helped me get with Adam Moeller. He helped make sure I would be able to retire happy.

Marc was able to take our retirement and put exactly where we needed it to be to make sure that we did not have to worry about our future or stress about money. Now we have the satisfaction of being able to be happy. JD Mellberg helped with everything

I would like to know how I invested over $400,000 and you couldn't make one penny for my account.

Marc Smith is in my judgment an excellent communicator and very importantly an excellent listener. During our discussions he often seemed to almost anticipate my likely next question and answer in ways that were surprisingly on the mark. While my wife leaves much of this type of activity to me, Marc also honed in on my intent to be sure of his comfort also; and again anticipate the type of responses that could help me more clearly explain what the approach was instead of leaving a sense that we just need to trust the experts. I am very comfortable working with him and believe I can in fact trust that he will protect with us in this important part of our financial retirement planning

Adam Curran is a true professional. It was a pleasure to have met him. He took the time to explain the policy so that a laymen like me could understand it . Highly recommend him.

informative easy to understand for novice

I am very fortunate to have met Mr. Tim Money. He has integrity about his work in assisting individuals become alerted to retirement changes in the 21st century. His love for his job is revealed by his enthusiasm in helping people realize their needs as they prepare for retirement. Thank you for all your help now and in the future.

After considering and investigating annuities for a year, Mellberg brought it all together so I could easily understand it - that's why I bought the product.

We worked with Greg and he came to our home and answered all of our questions. He returned and made his recommendation and we filled out the paperwork and had our annuity within a couple of weeks. Greg is great to work with and I would recommend him to anyone.

John was very informative and very detailed. Provided some excellent financial support and financial advise. Really enjoyed the conversation and support he provided.

I am very happy with my experience with Ray Cruz. After interviewing with two other firms, Ray was by far the best choice. He made me feel right at home and helped me look at my finances with my best interest in mind. I was intimidate at first as I thought I would be too small of an investor for him to consider helping me. But He never ever seemed that way once we started talking. He helped me with some small investments, and we have had several meeting together so he could get a better feel for my overall finances and what programs would be best for my wife and I. I would highly recommend him to others, and already have..

Very professional and along with a friendly experience.

Honest down to earth took as much time as needed......highly recommend!