In 2014 I responded to JD Mellberg and was contacted by a salesman named Jeff Stupar. He convinced me my current annuity was wrong and he could sell me a better-performing one. He said he was a chur... Voir plus
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Wish I would have read all these bad reviews before I trusted JD Mellberg Financial. In May 2022 I was led to believe that I had purchased an Annuity from Nassau by JD Mellberg employee Clifton Robert... Voir plus
I have tried to talk to anybody there and set appointments up with Thomas Greenwell, and Kelly Valasquez, Cedric Keister. and none of them made the appointment, they all left me waiting by the phone.... Voir plus
Stephen Ruff and his associates at EliteWealth Strategies are awesome. With the current volatile stock market, we have the piece of mind that our income is guaranteed. This means that we can enjoy o... Voir plus
À propos de l'entreprise
Informations provenant de diverses sources externes
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.
Coordonnées de contact
3067 W Ina Rd., 85741, Tucson
- 520-731-9000
- jdmellberg.com
1,5
Mauvais
397 avis
N'a pas répondu aux avis négatifs
Comment cette entreprise utilise Trustpilot
Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.
Very pleasant to work with
Very pleasant to work with. No pressure. What a relief.....Thx
29 avril 2018
Avis spontané
My representative was terrific
My representative was terrific. He had a great get-to-know-you personality and went over and above the call of duty to find information of particular pertinence to my situation. However, it did take 2 hours to get down to "brass tacks" and consequently I was still at a loss as to exactly what the best route for me was, after the first meeting.
7 mars 2018
Avis spontané
Should have gone with you and Beau but …
Should have gone with you and Beau but wanted to stay in Sacramento. I GET NOTHING FROM MY ADVISOR HERE. !!!! MY GF GETS A CHRISTMAS WREATH AND A BASEBALL GAME WITH FOOD EVERY YEAR!!!
2 janvier 2018
Avis spontané
Meeting went fine
Meeting went fine. Randy Jones is a professional and easy to work with. Can not say the same about an person named Leon Clark. Called and was totally dissatisfied with this individual, talk to Mick Burton and complained ask Mick to review the tape of the phone call and take appropriate action.
Randy Collins
6 décembre 2017
Avis spontané
Very Nice to meet Tom
Very Nice to meet Tom. Very aware of our situation and will get back to us in the future. Thank you.
15 novembre 2017
Avis spontané
I look forward to working with David in …
I look forward to working with David in the future.
20 octobre 2017
Avis spontané
Steve Ruff in Florida is a good …
Steve Ruff in Florida is a good adviser, because he listens to the client's ideas, understands what fits the circumstances, and recommends an appropriate financial product to meet the need.
6 septembre 2017
Avis spontané
I would recommend to anyone
23 août 2017
Avis spontané
J.D. Melberg Review of Professional Advisers
Both Ray Bracamonte and James Williams were very professional and knowledgeable when I spoke with them. James is well versed with the annuity products and investment strategies offered by J.D. Mellberg.
18 août 2017
Avis spontané
Mr. Schlinksky
Mr. Schlinsky was generous with his time and helpful with his advice. I'd be happy to meet with him again in the future should the need arise.
14 août 2017
Avis spontané
Had a wonderful meeting with Greg …
Had a wonderful meeting with Greg Spillman. Looking forward to follow up with next meeting.
Thank you for recommending him.
11 août 2017
Avis spontané
I would recommend J.D
I would recommend J.D. Millberg Financial to my friends.
Thank you.
Charles Hatchell
10 août 2017
Avis spontané
Informative discussion.
4 août 2017
Avis spontané
Jeff Musgrove was great to meet and …
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.
4 août 2017
Avis spontané
Mr Yancey is very informative & …
Mr Yancey is very informative & considerate. We greatly appreciate the time which he has spent w/ us.
26 juillet 2017
Avis spontané
It was a very imformative meeting
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.
24 juillet 2017
Avis spontané
RAY WAS SO LOVELY IN HELPING AND …
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
24 juillet 2017
Avis spontané
Julie was informative and had some …
Julie was informative and had some potentially helpful ideas!!!!excellent information.
22 juillet 2017
Avis spontané
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