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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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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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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Charles White
GB

I have tried to talk to anybody there… 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. Trying to find out where the $250,000 I invested with them is at. These people can't keep an appointment how can they manage money? Never will I have any dealings with JD Mellberg AGAIN.

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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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Kathleen Beu
GB

Kristine Lightfield - 5 Star performance I received some money and had to do something meaningful with it, especially since I am an older person. My chances of earning more money at this point, is not hopeful. I kept seeing ads for J.D. Melberg, with good results being posted. I have in the past, lost a lot of money in the stock market, so stocks were not very high on my list of places to put my money. Kristine explained how your investments work, and that it was probably one of the best investments available, and that I could feel secure with j.D. Melberg Co. handling my investments. Traditionally, the returns have been very good, and I could feel safe with this company. I so appreciate her knowledge, and ability to communicate. She listened to me, and thoroughly explained the best pathway to meet and or exceed my goals. I very much appreciate Kristine.

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