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.
Very happy with our experience.
We felt very very comfortable with Josh as he explained everything to us and answered all of our questions.
13 janvier 2017
Avis spontané
Stuart estate planning
Craig and Stuart Kirsner have been very helpful and professional.
6 janvier 2017
Avis spontané
Excellent Experience
Don was professional and very knowledgeable. It was a great experience.
5 janvier 2017
Avis spontané
Investment Advisor Jeff Musgrove wa …
Investment Advisor Jeff Musgrove was knowledgeable, truthful and had superior follow-through. Already referred Jeff to a friend of mine. Great experience!
31 décembre 2016
Avis spontané
The representative listened to my p …
The representative listened to my particular needs and plans to meet again to discuse different annuities.
31 décembre 2016
Avis spontané
I was very happy with my meeting an …
I was very happy with my meeting and look forward to learning more about other available products.
30 décembre 2016
Avis spontané
Great Meeting
Michael was informative and is preparing some avenues to address.
28 décembre 2016
Avis spontané
Good meeting
Enjoyed the meeting and learning about the annuities. It was informative and also a pleasant experience.
23 décembre 2016
Avis spontané
I went for a review of my situation
I found out that I misunderstood the meanings of certain words in the contract describing my annuity, primarily the word "Income," which is not the same as the IRS uses it. These are my words, not those of the Teacher, as I will call the Consultant. I need to set up another appointment to begin to repair the damage of my previous misconceptions before our life's savings are misappropriated forever.
22 décembre 2016
Avis spontané
Great Education
office is beautiful, Financial Adviser was so professional and knows what his doing, very smart in addressing questions. Great learning from great adviser. Thanks a lot!
21 décembre 2016
Avis spontané
Professional and knowledgeable- highly recommended
We are very pleased with our investment. Our experiences with the financial representative have been wonderful. His service and knowledge are outstanding and we highly recommend anyone to utilize him for outstanding results,
17 décembre 2016
Avis spontané
INTRODUCTORY MEETING
It was a getting to know my needs ( face to face) meeting...will learn more about what fits my needs on Dec 27th again ( 2nd meeting)
14 décembre 2016
Avis spontané
excellent service
The firm is knowledgeable and offers excellent service.
12 décembre 2016
Avis spontané
J.D. Mellberg delivers what they promise!
Superior product knowledge and an innovative approach to customizing annuities, put this company head and shoulders above everybody else!
11 décembre 2016
Avis spontané
First experience
My agent was quite informative, thoughtful and honest ! No agent of different companies have taught me nearly as much !!
3 décembre 2016
Avis spontané
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