J.D. Mellberg FinancialReviews of jdmellberg.com

Great working with Lane at my pace and no pressure.

I found JD Mellberg by accident while trying to decide on an annuity and was pleasantly surprised. My representative (Kelley) took me thru several educational sessions to help me compare and contrast the different companies and options and came to a logical conclusion on the BEST one for me. Kelley was extremely professional and patient with me in getting me to a comfort level where I was ready to purchase a contract. He even compared 6 different annuities side by side to help me pick the right one. Kudos to JD Mellberg and Kelley. What an easy process from start to finish. Give them a try. You will not be disappointed.

We met with Cathy Mendell, who was completely prepared, extremely knowledgeable of her subject and provided an excellent delivery to my husband and me. She was very patient and thorough and answered all our questions with ease. She is the whole package. 5 Stars for Cathy Mendell.

Jeff Byrd is their representative in Los Angeles, he was a great help and his easy manner and understanding was paramount for me to sign up for the Annuity. Very personalized service and always ready to clear any questions.

Felt staff was very professional and personable. Staff did not 'push' any investment or available services, but tried working with client on the best approach to meet individual goals. Would certainly recommend to others considering various investments.

I asked for information and got it fast with follow up contact from a local agent who was out to see me within a day or two. We put a deal together that was right for me without me feeling pressured.

I felt very comfortable working with Steve and I was not hesitant to share all our financial information with him, as I felt he was working for our best interest. I would recommend Precision Advisory Group to anyone looking for someone to trust. Thanks

you should look in to this good stuff first, check it out, they are good at what they do.