Welcome to J.D. Mellberg Financial, a wealth management firm specializing in successful retirement planning.  As an independent financial advisory firm, we are dedicated to personalized service with uncompromising integrity and affordability.

Our focus is on comprehensive plans that preserve capital, provide income growth, and reduce taxes and risk.  Our mission is to help our clients achieve a financially secure and enjoyable retirement.

J.D. Mellberg Financial is a member of:

• The National Ethics Bureau
• The Better Business Bureau
• The Tucson Chamber of Commerce

At J.D. Mellberg Financial, we specialize in wealth preservation portfolios and estate planning.  We help you transition into more secure investment vehicles, while providing the latest in tax-advantaged strategies.  We implement investment plans with high earning power and the least amount of risk.  Preservation and growth are our areas of financial expertise.  We invite you to join our family of satisfied clients and we look forward to working with you to create a lasting successful relationship.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, New York 12211