J.D. Mellberg FinancialReviews of jdmellberg.com

At least now I don't have to be concerned that my Ira will go down the tubes. I'm not young anymore and can't afford to loose or go backwards l may not get as much as I had hoped for but at least I'll get a decent monthly check

Many financial advisors main objective is to sell their clients a financial or retirement plan for the financial gains that they gain from it, even though the client does not fully understand the plan and how it will benefit them in future years. JD Mellberg Financial does the opposite by educating their clients to the point that they fully understand the benefits and features of a financial plan in layman's language. The financial literature and advice that they provide is outstanding.

I have been pleased from the time I responded to the video, and was contacted by a marketing person, who referred me to a Lincoln, NE local consultant, Alan Kuzma. Alan has patiently and personally taken the necessary time to explain the annuity process to us. I value his help, and trust that this investment will be one that works well for us. His assistance evaluating our retirement income situation and pointing out the details of my mutual fund account was appreciated. While I am not a "savvy" investor, I am a capable woman, and he respectfully treated me as a peer. I hope that this annuity fund will perform as described. Thank you!

The explaination of what the product would do and how it could help us was very detailed. The agent was very patience and went to great lenth to make sure we understood how this product worked. When we deceided to use there product they did all the hard work. They filled out everything, again making sure we understood what was going to take place. They then mailed us the finished paperwork, we signed and returned. When the policy was issued they went over the whole policy with us so we Were comfortabe with our decision. The whole experience with these people was comfortable and if the need was there I would be happy to work with them again.

My wife and I recently sold our home, downsized and purchased an annunity through a Financial Advisory firm in Dallas recommended by Josh Mellberg and Associates. The firm is great!

Bob, my financial adviser was very straight forward. He put my needs first, was really very friendly. He also made suggestions when I realized "why did I not think of that". He answered all my questions where I had some doubts and continue to do so. He explained the entire process as to safety of monies, the best time to start cash flow and guaranteed cash flow for life. Overall, it was a very pleasant and productive meeting and well worth all my time and effort.

Hey, Bill: I just went to Haywood Investments and set up my money it two different accounts. Man, they really know what they are doing and enlightened me on so many plans for investment stradegies that you couldn't imagine. You should go talk to them and give them your goals for the future retirement. I would do it right now! If you don't like what you hear from them, I will owe you a beer the next time we see each other about your visit. if they can't inform and help you out in your investments. If you don't go see them, it will cost you a case of beer. I really mean it and just do it. John

The agent Jewels Harris was very professional and explained the annuity process so that I could fully understand. I was impressed with the patience that Jewels exhibited and there were no high pressure sales tactics during his presentation. I would highly recommend his services to friends and family without reservation.