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Josh Mellberg

President, J.D. Mellberg Financial

About Senior Annuity Alert

Founded by Joshua Mellberg in 2005, J.D. Mellberg Financial is an independent financial services firm specializing in retirement income strategies. Our mission is to help our clients achieve a more financially confident and, hopefully, more enjoyable retirement. The firm has been recognized as the fastest growing in the industry in the United States by Inc. Magazine five years' running.

The company’s growth can be attributed to its president Josh Mellberg’s dedication to doing the right thing by the client. “My biggest passion is for learning,” says Mellberg. “Once I learn something, I can’t wait to share it with my clients and my team.” Mellberg helps clients understand their retirement options and risk tolerance and then provides guidance on which insurance, annuity and investment options make the most sense.

More than 10 million people all across the United States have visited J.D. Mellberg’s websites to learn how a financial professional with his expertise designs retirement income plans.

Josh’s popular financial videos have been downloaded and viewed more than 4 million times over the past year, with an average of about 350,000 visitors each month.

J.D. Mellberg Financial believes in helping empower clients through our series of videos, whitepaper materials, and personal meetings.

Josh's team believes in continuous education in order to offer the best alternatives and tools available for clients - to help those clients make more informed decisions about their financial future.

The firm began with just five staff members, who worked tirelessly to help people structure their retirement in ways designed to provide them greater financial confidence, lifelong income** and protection of principal. Today the firm employs more than 120 employees and continues to grow.

Inc. Magazine recognizes J.D. Mellberg Financial in its Hire Power list in 2013 for increasing its employee count by 84% over the previous 18-month period.

In addition to the corporate staff in Tucson AZ, Josh maintains a network of over 200 affiliated retirement income specialists nationwide in its Face2Face program. These affiliates are agents and advisors who are personally trained by Josh Mellberg to follow his philosophy, upholding the highest standards in the best interests of their clients.

“My biggest passion is for learning,” says President Josh Mellberg. “Once I learn something, I can’t wait to share it with my clients and my team.” Mellberg helps clients understand their retirement options and risk tolerance and then provides guidance on which insurance, annuity and investment options may make the most sense.

 

 

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Josh Mellberg

President, J.D. Mellberg Financial