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At J.D. Mellberg Financial, we specialize in wealth preservation portfolios and estate planning. We help you transition into more secure investment vehicles, while providing the latest in tax-advantaged strategies. We implement investment plans with high earning power and the least amount of risk.
3067 W Ina Rd, Marana, AZ, 85741, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
DO NOT CALL THESE PEOPLE!! I called for to have information MAILED to me only! I specifically asked to not be called. Every day since -- including Sundays -- they keep harassing me with roto-calls. I even called the office to have them stopped, and the calls keep coming. NO WAY TO DO BUSINESS HERE!!
This review is related to their cold calling efforts. I have never requested information from them. However, they have called me at least 5 times in the past few months saying they are responding to my request for information about them. Every time, I tell them I'm not interested, never requested anything, and I don't want to hear from them again. Yet they can't seem to get their records straight. Why would I want financial advice or products from a company that continually sends their outbound calling agents on wild goose c... read more
DON'T GIVE THEM YOUR INFO. They are an aggregator, i.e. they collect information then sell it to their "agents" which are NOT employees, they are independent companies that you could approach on your own so you don't need this company for anything they just add to the cost and are another unnecessary layer. The financial planners and insurance agents have access to annuity companies, this company is an unnecessary middleman that increases the cost of your annuity because they are feeding off your annuity transaction. Just go... read more
JD Mellberg Financial has a 3.1 star rating with 178 reviews.
JD Mellberg Financial is closed now. It will open on Monday at 9:00 a.m.
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