Senior Annuity Alert reviews

Senior Annuity Alert reviews

Good
8.4
from 0 - 10
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review company
105 Trustpilot review(s)
|
Latest review
ShowHide Rating distribution
Rating distribution

Reviews

About

trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

Have no idea

I will not find out how I'm doing until October,2014
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

Received excellent, knowlegable, imformative people in the office who made me feel secure.

Hey, Bill:
I just went to Haywood Investments and set up my money it two different accounts. Man, they really know what they are doing and enlightened me on so many plans for investment stradegies that you couldn't imagine. You should go talk to them and give them your goals for the future retirement. I would do it right now! If you don't like what you hear from them, I will owe you a beer the next time we see each other about your visit. if they can't inform and help you out in your investments. If you don't go see them, it will cost you a case of beer. I really mean it and just do it.
John
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

Seems like a good plan

I compared some investment plans and the Mellberg plan seemed the best. I had a very hard time connecting with the local people because I was twice given incorrect or out-dated information from the Arizona office. Ann VanderSlice is very personable and knowledgeable. I had a few mistakes in the details that had to be straightened out. Now if stage two of the investment program survives the bloated market and the raiding of pension funds, I will be very happy.
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

I was really impressed with the agent's knowledge and patience in explaining products.

The agent Jewels Harris was very professional and explained the annuity process so that I could fully understand. I was impressed with the patience that Jewels exhibited and there were no high pressure sales tactics during his presentation. I would highly recommend his services to friends and family without reservation.
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

great info and the annuity rep was awesome...love the product I bought and the rep.

I'm done with stocks and "long term" and can now relax. When the market tanks I take nap. :)
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

Bait and Switch

The product reviewed and discussed was not the contract delivered.
We were told we had a full year before being allowed to make any withdrawal. During that time we could add to the account any amount and it would receive a 10% bonus added.
We had planned on doing this as funds became available. We had also planned not to make any withdrawals even after a year to allow the account to continue to grow. Idea being let it grow to get to the highest amount paid monthly to help sustain my wife.
What we got was an IRA without being allowed to add and receive the 10% bonus. Also the greedy government ordered me to start making with drawls immediately. Now I( doubt this account will not be adequate to sustain my wife.
Thank you for that
Jeff Aberg
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

Service that was complete and made me feel secure

I had followed this agency (JDMellberg) for about 18 months before actually contacting them. From my very first conversation with Chris Antonio I felt a connection and talked comfortably with him about my situation. He explained every issue fully and on a level I could easily understand. When it came time to make my decision, I did so with confidence.
I was pleased enough I have already recommended his services to another person.
Thanks for all your help.
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

Trustworthy

A
Brian has earned my trust and respect.
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

Too early to tell.

Just invested in several annuities for future income. All appears to be going as planned related to the investment. Knowing that I will receive an income stream at a minimal level is comforting, especially when equities are declining. I don't worry that I will have an adequate income 10 years out. Now, just have to get to the ten year mark.
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

Nice and caring people

I am happy with the program sold to me. Most times the slaesman was on time and was to answer my questions about the program I purchased. I am still waiting to see what to do with my husband's "program" I was told they would get back to me.
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

A safe way to ensure your retirement.

I like the service and the products. I found the analyst I worked with Josh Salinsky to be very honest.
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

THEY OVERSOLD ME HYBRID ANNUITIES

After establishing a rapport with the broker, who was very nice, He sold me two rather large hybrid annuities. Fortunately, I had met with another broker from another company who advised me that I was invested too heavily in these annuities and why I needed further diversification. I cancelled one of the annuities within the "free look" period and am glad I did. The broker also told me one of the annuities in my portfolio was a very good one, when it turns out it was one of the worst annuities ever sold and the subject of multiple class actions and a 10 million regulatory settlement by the company. Surprisingly, haven't heard from the broker since I cancelled the annuity and I guess HE WAS MORE INTERESTED IN HIS COMMISSION FROM THE SALE OF THE ANNUITIES, THAN IN ESTABLISHING A LONG TERM RELATIONSHIP WITH ME. I was also presented with an institutional fund that I was very interested in, but the broker would not give me any of the promotional material to take home and review. Said it was illegal and he couldn't let go of his material or even the notes he used to explain the hybrid annuity to me. NOT GOOD FOR CREATING TRUST, if he wouldn't put his word in writing, i wouldn't believe his word!!
WILL NOT USE AGAIN!! BUYERS BEWARE~~
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

Financial information you can understand...

Professional good financial information.
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

I don't do "catchy" -- but overall a good experience.

I am very pleased with the local representative, Brooklyn Willy, that Melberg Assoc. introduced me to. She has been knowledgeable, accommodating and has adhered to my conservative philosophy of investment. Overall I couldn't be more pleased.

This review has been reported to customer service by the company for violating other Trustpilot Guidelines.

Customer service is in the process of investigating this review.

Following this investigation, it will either be deleted or returned to Trustpilot.

See our review guidelines here.

trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

If one knows NOTHING about annuities and is interested in one, This is the place to visit.

I found J.D.MELLBERG FINANCIAL AND ASSOCIATES to be very helpful in helping me select an annuity that fits my needs. I met with one of there associates about five times to discuss the many types of annunities before selecting one. I found them to be very patient with me. I have highly recommended them to my friends.
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

I can now breath easier, with less worry.

It's a good feeling if you know you will be secure in your future financial well being. Our Annuity does that for us. Rick has taken a lot of time with us to assure we understood what we were doing and why. We are very grateful for him.
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

Good offering and plans for us

Denise explained the product well and we hope we will get our money out over the 10 yr. period
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
trustpilot stars
Review by confirmed purchaser

Received excellent retirement planning services that ensures income for our lifetime.

I saw a video presentation by JD Melberg Financial online. Their concept of providing guaranteed income for life with hybrid annuities without the worry of market volatility intrigued me so I gave them a call. JD Melberg Financial put me in contact with one of their retirement planning affiliates in my local area. The service I received has been great. About 55% of my 401k money was used to purchase a hybrid annuity that will grow substantially until we start collecting income in about 9 years. The remainder is invested in conservative funds that are expected to yield good returns and provide other income options and flexibility. They also referred us to an estate planning attorney at discounted rates to complete all our estate documents.

J.D. Mellberg Financial Details

About this company

Visit Senior Annuity Alert

Contact information

Call us on: (877) 805-0151
We live here: 3067 W. Ina Rd.
85741 Tucson, AZ
United States

Category

Senior Annuity Alert is ranked 1 out of 4 in the category

Money

Trustpilot's Commitment

Trustpilot is committed to ensuring better online shopping experiences for everyone, which means we work hard to fight fake reviews. Find out more.

If you notice fake reviews on this company profile, we want to hear about it. Please contact Trustpilot here.

Trustpilot Subscriber

This company subscribes to Trustpilot Business services. Read more about our services for companies here.

No companies can delete or otherwise censor reviews.