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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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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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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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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Robert Ellersick
GB

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

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