Address : 3067 W Ina Rd, Tucson, Arizona 85741, United States
Phone Number : +1877-881-0933
Industries : Financial Services
Website : jdmellberg.com
Company Description
J.D. Mellberg Financial specializes in safe financial retirement planning and wealth preservation. As an independent financial advisory firm, we are dedicated to personalized service with uncompromising integrity and affordability. Our focus is on comprehensive plans that provide sound preservation of capital with income growth, are tax advantaged, and produce higher returns with minimal risk. Our mission is to help our clients achieve a financially secure and enjoyable retirement. For the fourth year running, J.D. Mellberg Financial made an appearance on Inc. magazine's 500|5000, an exclusive ranking of the fastest growing private companies in the country. On the 2014 list, J.D. Mellberg Financial was ranked 1,170 overall, 73 in the U.S. financial services industry and 24 in the state of Arizona.
Specialities
- Annuity
- Fixed Annuity
- Index Annuity
- Retirement Planning
- Retirement Investments
- Annuity Rates
- Hybrid Annuity
- Variable Annuity
- Retirement Financials
- Financial Services
Financial
Employees Total : 150
Revenue (Yearly) : 43.7M
Miscellaneous
Founded in : 2004
Twitter : JDMellberg
Facebook : jdmellberg
Linkedin : j.d.-mellberg-financial
Customer Relationship Management : Salesforce
Email Providers : Gmail
Tech : Google Apps
Hosting : Google Cloud Hosting
Email Delivery : Rackspace MailGun
Hosting : Amazon AWS
Last Updated : 2023-12-07
Employees
- Anthony McKinley ( Sr. Recruiter )
- Joshua Mecham ( Junior System Administrator )
- Ashtyn Ballard ( Account Executive )
- Daniel Figueroa ( Account Executive )
- Tyler Taker ( Account Executive )
- Alex Rocha ( Digital Creative Lead )
- Richard Soto ( Vice President & Head of Sales )
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