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NextLevel Financial

NextLevel Financial

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5.0 Google Review
Chilliwack, British Columbia, V2P 4P3, Canada
(604) 795-4505 www.nextlevelbc.ca
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Jan 24, 2018
Paul and the team at Next Level have managed our finances since 2007 and we’ve been extremely pleased with how they have taken care of us. New ideas, options for investment and all changes to our portfolio are explained very well in a way that we can understand. Next Level improved our retirement savings strategy significantly through some rough market phases and also did a great job of improving our life and health insurance coverage for a lower cost than what we’d been paying before with Great customer service throughout. We highly recommend Next Level to anyone looking for a knowledgeable and trustworthy financial planning firm to help them.

Dec 18, 2014
If we were to rate the effort, knowledge and attention Paul gives as a Financial Advisor, we would give him a 10 out of 10. He is a trustworthy advisor as well. We feel free to contact him freely with any questions we have during the year and he very quickly responds with a helpful answer. We really like the balanced model portfolio system he uses and feel that it has protected our investments very well. We also appreciate his knowledge in how our investments can be diversified in "different baskets" - not all RRSP's, which will be of help during the retirement years. We are very thankful for his expertise and would very highly recommend for anyone to contact him and see for themselves.

Dec 15, 2014
Marilyn and I have been working with Jason for several years now, and it has been a very positive experience. He has taken very good care of our retirement investments, is an excellent communicator and continues to place our needs first. I have no problems in referring his services to anyone that I know who is in the market or is not satisfied with the level of service they currently receive. Mark Andersen

Dec 11, 2014
We have been a client of Paul Jackson CFP, NextLevel for the past 10 years. In that time NextLevel has provided us with piece of mind for our future. Even through the good and bad times, we have always been provided with excellent communication. If you are looking for someone to help you reach your financial goals, NextLevel is the place to be.

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