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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Lisez les avis des autres
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.
Informative
Informative, took the time to answer all of my questions, listened and was prepared.
1 juin 2017
Avis spontané
Very informative
31 mai 2017
Avis spontané
Informative
29 mai 2017
Avis spontané
Fantastic Experience!
Brian Carenza is fantastic. He explained everything so we could understand it and also kept in touch while the money was transferred. Then came back to the house when all was set to go over it one more time. I would recommend J.D. Mellberg to everyone looking for a safe place to put their savings.
25 mai 2017
Avis spontané
Jeff was fantastic
Jeff was fantastic, I will be retiring in four months along with 6 others who are looking for financial advice, I highly recommended your company and especially Jeff Wadsworth. They will be scheduling an appointment soon.
24 mai 2017
Avis spontané
Very good experience
Very good experience. My guy was professional and informative.
24 mai 2017
Avis spontané
VERY PROFESSIONAL
28 avril 2017
Avis spontané
VALUABLE INFORMATION PROVIDED FOR …
VALUABLE INFORMATION PROVIDED FOR ANNUITY
20 avril 2017
Avis spontané
mr papa has the rite idea how things …
mr papa has the rite idea how things should be
19 avril 2017
Avis spontané
Larry worked very hard to give me a …
Larry worked very hard to give me a variety of products, and when I asked him to consult with my ROTH administrator, he was pleased to do so; even though my advisor was upset and said some nasty things. He is giving me the time I need to make a good decision, and ask the tax questions I needed to make sure all would proceed well. We are still in the process, but I do believe Larry has my best interests at heart.
Riana Milne
17 avril 2017
Avis spontané
my 1st appointmt review
My appointment was quick, pleasant and informative. the young man who came here makes Mellberg look good. now i will go to the next step appointment for hiring your company to make the most of my little pile of money.
17 avril 2017
Avis spontané
Received information abd ideas to look …
Received information abd ideas to look in to that I wasn't aware of.
16 avril 2017
Avis spontané
very educational and professional
7 avril 2017
Avis spontané
It's great talking to Mr
It's great talking to Mr. Carenza. Look forward to next meeting with him.
5 avril 2017
Avis spontané
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