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.

Addressed my needs and concerns. The representative was very informative and helpful. All I could ask for at this stage of the process.

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.

Lee Rouse Lee was very detailed in his explanations of the different options available to us. This allowed us to make an informed decision. we are thus far very happy with the results

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.