Excellent
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 Rated Honest, with an average rating of 4.6 out of 5.
Showing 314 reviews with 5 stars · Clear filters
Joe
Posted
Tina was outstanding explaining everything to us. She is extremely knowledgeable and presents well with no pressure. She answered all our questions and made us feel very comfortable. I would recommend her to all our associates.
Rh S.
Posted
We knew we had to do something with our retirement savings, but were hesitant to move the funds from our employer accounts. Rey Cruz explained the complicated world of annuities, presented a comprehensive and a detailed picture of our "financial house" before and after analyzing our financial needs. Rey met with us at least three times to ensure we fully understood every aspect of his financial analysis before we committed to becoming part of the Rey Cruz Wealth Management family. My husband and I are confident that we chose the right company to manage our retirement savings. We have had an excellent experience with JD Mellburg and particularly Rey Cruz of Rey Cruz Wealth Management. Rey has provided a great plan and we are now much more confident in our financial future and would not hesitate to recommend Rey in the future.We are extremely pleased!
Tony L. R.
Posted
I called JD Mellberg for some Annunity education.I was very fortuate and was assigned Jeremy Mellberg.He was great to work with,very knowledgeable about Annuities and very patient,explaining all the options.Jeremy was always on time for our meeting and always returned my calls.We worked together in selecting the right Annunity that would fit our needs.I enjoyed my experience with JD Mellberg and would recommend them to anyone interested in Annunities.
Jrex M.
Posted
Eric Did a fantastic job of helping us secure our income for the future. Thanks Eric.
William B.
Posted
After calling JD Melberg for annuity information we were assigned "Elite Wealth Strategies" in Oviedo, Fl. The President of EWS Stephen Ruff called to make an appointment with my wife and I within a day. Immediately upon arrival at our home we began discussing our wants and needs. He listened intently, then offered several alternatives to investing our IRA's. He was extremely knowledgeable and really helped us to make a good decision with no pressure. I would highly recommend EWS to anyone needing professional assistance with their financial decision making.
Jeff
Posted
John was very knowledgeable about his product and various options my wife and I might have. He took all the time we needed to help us understand our various options as we prepare for retirement. He also allowed us to make our own decision. The process took several appointments, some at our home and one at his office. All appointments were timely even with some pretty bad winter weather in our area. All in all, a very good experience and we believe an excellent product.
MRS BARBARA C.
Posted
I've been skepitcal about investments since 2008. But you hooked me up with Stephen Bishop and made me a believer. Myself and my wife talked with Stephen and he helped understand Annuities. He took his time explaining how they work. Answered all our questions and opened our eyes to the fact that there are people out there that won't take advantage of you. We feel as though we've been blessed.
James S.
Posted
JD Mellberg Financial provided local representative Ken Swietzer to work closely with me to pick the best suitable Annuity for my family. Ken was very professional, easy to work with, knowledgeable on all types of annuity's and steered me in the right direction. I thank you for setting me up to being more financially secure.
