Very happy
Got the info I was promised
By Wayne W.
Saturday, November 7, 2026 · Customer reviews of US businesses
The Fair Hearing score
Excellent
395 reviews
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Honesty, pricing, process and quality scores appear once 5 customers have rated them.
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.
J.D. Mellberg Financial (jdmellberg.com) has 395 customer reviews on The Fair Hearing, with an average rating of 4.6 out of 5.
395 approved reviews, newest moderated first
Got the info I was promised
By Wayne W.
Very good information was provided. In enabled me to figure out what was I need to do.
By Robert
Very knowledgable; I lost contact with them, so I am not sure about their ability to follow up.
By Bob S.
Our financial consultant is Jeff Byrd in Pasadena. He has been very helpful in explaing the various aspects of annuities and comparing one product with another. We think he listens to our concerns, addresses them, answers our questions directly, and is patient and respectful. Highly reccomend him!
By Richard G.
We felt very very comfortable with Josh as he explained everything to us and answered all of our questions.
By Mary T.
Larry is the best!!
By jim F.
No high pressure tactics; nice change.
By BJ
Craig and Stuart Kirsner have been very helpful and professional.
By David J. D.