J.D. Mellberg Financial

3067 W Ina Rd., 85741, Tucson
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2.70
Based on 20 Reviews

5

0.00%

4

55.00%

3

0.00%

2

5.00%

1

40.00%
About J.D. Mellberg Financial

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.

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Daniel Ryan
GB

Jim Clifford and Jennifer Cushman of Norhpoint Financial Services Brewer Maine made sence to us My wife and I had numerous meetings with Jim Clifford and Jennifer Cushman regarding the purchase of annuitires with funds from our IRA accounts. We were satisfied with their explanation of minimizing the risk in exchange for a lesser return on our investments. We await our first anniversary statements in October to see the results of our first year with our new advisors. Daniel & Carol Ryan, Glenburn, Maine

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Theresa Houde
GB

This company has made 3 appointments… This company has made 3 appointments with me and haven't called or sent any messages that they were unable to assist me. They are not very reliable.

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Lalsingh P. Rohira
GB

I was not explained anything about my… I was not explained anything about my investment

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Bob Snead
GB

Very knowledgable Very knowledgable; I lost contact with them, so I am not sure about their ability to follow up.

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Richard W.
GB

Shawn Santa Shawn walked us through each step to make sure that we were going to be safe and secure. He was so nice and made us feel comfortable.

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