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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Alan
GB

The conversation was very relaxed and … The conversation was very relaxed and informative. I never felt a "high sales pressure" to "buy today". I look forward to my future meeting with John & Jim that is scheduled for next week.

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Jim Bronsink
GB

Very conscientious Clay was courteous, persistent, but not pushy. Even when I became distracted, he patiently followed up until we got the deal done.

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Hue Jass
GB

Jeremy Mellberg is clearly losing it… Jeremy Mellberg is clearly losing it mentally. I contacted him a week ago asking for a transfer to my account, but he kept sending me weird messages that didn't make sense... So now I have to wait another week for what should have been a simple transfer.

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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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raymond pruett
GB

What would make a investor more at ease? The overall process of the transfer over to the annuity was a simple and understanding process, but as far as me as an investor knowing where/what my money is invested in is hard to find and understand. It would make it simpler if there was a spreadsheet that could be looked at showing each stock and what percentage was invested in each stock and showing what each stock had gained and lost. A report like what is given by an employer for their employee's 401k plan.

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