While there are over 120 employees in our Tucson headquarters, J.D. Mellberg Financial also has a team of over 200 licensed agents and advisors all over the country. Josh shares his knowledge by training qualified financial professionals throughout the country, allowing retirees throughout the U.S. to receive the same dedicated service as our Arizona clients.
Josh personally trains every one of his agents and advisors, and their training never stops. He is continually discovering new ways to help retirees meet their retirement needs, and he makes sure to teach every advisor how they can share the same information and his proprietary strategies with their clients.
J.D. Mellberg Financial is dedicated to helping retirees and pre-retirees feel empowered as well. Awareness of options to meet your needs is the best way to ensure greater confidence in your retirement finances. If you would like to learn more, get a free quote, or simply get a second opinion on a particular financial product, please call. Ask us to set up a Goal Setting Session with one of J.D. Mellberg Financial specialized financial professionals.