JD Mellberg Financial Reviews

JD Mellberg Financial
( 1 reviews )

JD Mellberg Financial is an independent financial planning company that states their goal is to help people learn about their financial options for retirement, and make the decisions that will best suit their personal needs.

How Does It Work?

JD Mellberg Financial offers a free seven part overview educating people on the use of annuities, which is a very specific type of retirement planning investment. Retirement planning in general seems to be their area of focus.

Jdmellberg.com claims these materials will provide them with information about “guaranteed and increasing income for life” and that their NextGen Annuity options will follow a financial strategy that are suited to your personal financial goals, which may sometimes require buying multiple annuities. 

The goal of these resources are simply to explain to people what an annuity is, what kind of people an annuity is best suited for, whether or not an annuity is right for you, and what kinds of annuities can be purchased through their company.

Their website states that they focus on comprehensive plans that focus on income growth, tax advantages, and high returns with minimal risk. They also offer estate planning services, and other services you may need for a "financially secure and enjoyable retirement."

Cost/Price Plans

The 7 part series regarding annuities is advertised as being free, and JD Mellberg Financial does not currently publish any information about the costs of their services, other than to say that they strive to make their services affordable.

However, customers should always understand that any financial undertaking, any investments, or any further financial advice obtained from this company will require some manner or fees or charges which will be the responsibility of the client.   

Refund Policy

If customers decide to partner with JD Mellberg Financial in the pursuit of the recommended annuities, this will be considered a retirement investment, and like any other investment, will not be eligible for a “refund.” 

Customers who decide to invest in an annuity and then decide later that this option is no longer right for them will need to speak to a representative about further steps to take.

Better yet, concerned customers will want to discuss this option with a representative before they ever decide to make this investment.     

Customer Service Contact Info

Customers who would like to speak to their Customer Service team about their questions, concerns, or complaints can do so by phone at (877) 881 0933, by email at [email protected], or by traditional mail at 3067 W. Ina Rd., Tucson, AZ 85742.


There are not very many reviews specific to this company or to this specific promotional offer at this time, which does make it harder for customers to determine whether or not this is the right company or option for you.

However, that being said, there is clearly one problem with this offer, and that is the fact that they require their potential customers to input their residential and contact information to their website before they allow you to download the free resources they have promised you. 

Of the few reviews that are available many of them are complaints from people who said that they received non-stop phone calls from JD Mellberg Financial associates bothering them about purchasing annuities.

So before customers decide to take advantage of this promotional offer, which is obviously intended as a sales pitch in favor of annuities made by a company which wants you to use their investment services, they should look at other resources to help them decide objectively whether or not annuities are right for them, including these from CNN Money and AARP.org.  

Competitors and Alternatives?

There are many other companies that promise to help people find the right retirement investment solutions for their needs, including Annuity.com, and many others.  
If you have any experience with JD Mellberg Financial or their products, please leave your reviews below.

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JD Mellberg Financial Customer Reviews

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August 31, 2019
Do not respond to their free tv offer for free information about annunities....they will try to set up appointments before you even get the free booklets plus they pass your contact info on to financial wealth management companies who will bombard you with annoying phone calls.