Kathleen Beu
GBKristine Lightfield - 5 Star performance I received some money and had to do something meaningful with it, especially since I am an older person. My chances of earning more money at this point, is not hopeful. I kept seeing ads for J.D. Melberg, with good results being posted. I have in the past, lost a lot of money in the stock market, so stocks were not very high on my list of places to put my money. Kristine explained how your investments work, and that it was probably one of the best investments available, and that I could feel secure with j.D. Melberg Co. handling my investments. Traditionally, the returns have been very good, and I could feel safe with this company. I so appreciate her knowledge, and ability to communicate. She listened to me, and thoroughly explained the best pathway to meet and or exceed my goals. I very much appreciate Kristine.
Daniel Ryan
GBJim Clifford and Jennifer Cushman of Norhpoint Financial Services Brewer Maine made sence to us My wife and I had numerous meetings with Jim Clifford and Jennifer Cushman regarding the purchase of annuitires with funds from our IRA accounts. We were satisfied with their explanation of minimizing the risk in exchange for a lesser return on our investments. We await our first anniversary statements in October to see the results of our first year with our new advisors. Daniel & Carol Ryan, Glenburn, Maine
Jim Bronsink
GBVery conscientious Clay was courteous, persistent, but not pushy. Even when I became distracted, he patiently followed up until we got the deal done.
Angela Rasmussen
GBJulie was informative and had some … Julie was informative and had some potentially helpful ideas!!!!excellent information.
Bob Snead
GBVery knowledgable Very knowledgable; I lost contact with them, so I am not sure about their ability to follow up.