Small #Annuity Firm Recognized for Outstanding Growth

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For the first time, JD Mellberg Inc, has been listed on Inc. magazine’s Inc. 5000 annual ranking.

Annuities, Financial Advisor, Investing, Estate Planning

JD Mellberg Financial

Just two years ago, he had only 12 employees

JD Mellberg Financial has earned high praise in a nationwide competition that seeks to recognize the outstanding achievements of America’s fastest-growing private companies.

For the first time, the company has been listed on Inc. magazine’s Inc. 5000 annual ranking. It placed an outstanding seventieth place in a field of some 219 other financial advising companies. Overall, JD Mellberg Financial, which specializes in annuity programs designed to take the worry out of retirement by ensuring one’s financial needs are met no matter how long one lives, landed the 1,374 spot.

“Just two years ago, he had only 12 employees,” said Josh Mellberg, the company’s founder and president. “In that time we’ve seen a huge amount of growth that underscores not only the need for our services, but also our huge knowledge base in financial advising and top-of-the-line customer service.”

The company now staffs some 120 employees and representatives around the country and at its home office in Tucson, Arizona. According to the latest estimates, it has serviced some $50 million in assets so far this year, with hopes to reach $100 million by the end of December.

Past companies that have been so honored include Intuit, Zappos, Under Armour, Microsoft, Jamba Juice, Timberland, Clif Bar, Patagonia, Oracle, Zipcar and many others.

Mellberg added, “In these challenging economic times, many people heading for or in retirement have justifiable concerns about whether or not they’ll have enough money to support themselves without having to make sacrifices. Our growth shows how much people appreciate JD Mellberg Financial for taking that worry away. We are greatly thankful to Inc. magazine for bestowing this honor on us and we look forward to many years of future growth.”

The awards ceremony for 2011 Inc. 500/5000 will take place Sept. 24, 2011 at Gaylord National Resort in National Harbor, Maryland.

JD Mellberg Financial, a limited liability company, works to ensure a financially secure and enjoyable retirement for its clients through a guaranteed income-for-life. It achieves this with secure investment vehicles and the latest in tax-advantaged strategies that garner high earning power and minimal risk.

For more on JD Mellberg, call 520-731-9000, visit on the Internet or write to JD Mellberg Financial; 1785 E Skyline; Suite 131; Tucson, AZ; 85718.

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Fabiano Moura
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