NextLevel Financial
22 Reviews
- Thursday8 AM–4 PM
- Friday8 AM–4 PM
- SaturdayClosed
- SundayClosed
- Monday8 AM–4 PM
- Tuesday8 AM–4 PM
- Wednesday8 AM–4 PM
About the Business
NextLevel Financial | Chilliwack Financial Planners - Paul Jackson, Jason Bergen, and Kirk Dzaman - NextLevel Financial | Paul Jackson, Jason Bergen, and Kirk Dzaman, are independent financial advisors servicing investors in the Chilliwack, British Columbia area.
Contacts
Website
Call Us
+16047954505
8645 Young Rd Suite 106, Chilliwack, BC V2P 4P3
Hours
- Thursday8 AM–4 PM
- Friday8 AM–4 PM
- SaturdayClosed
- SundayClosed
- Monday8 AM–4 PM
- Tuesday8 AM–4 PM
- Wednesday8 AM–4 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
Recommended Reviews
Laurie Joseph
21.10.2023
NextLevel Financial
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.
Mark Andersen
21.09.2023
NextLevel Financial
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
Joyce Peters
15.09.2023
NextLevel Financial
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
Ben Bisschop
02.09.2023
NextLevel Financial
Kirk Dzaman has been our financial advisor for approximately 10 years. We feel totally confident in his abilities to oversee our investment portfolio. His advice has always been well researched and professional. Any questions we have had for Kirk have always been immediately addressed - he's very pleasant to deal with and we're happy to recommend him to anyone looking for a competent financial advisor. He's always gone the extra mile!Ben and Mattie Bisschop
Dan Woyke
31.08.2023
NextLevel Financial
I'll just add to what others have already said here. Paul Jackson is a great guy to deal with. Always ready to answer questions in detail at a moments notice. He's handled our finances for fifteen years now and has helped us create and grow our money through the good and bad times. When we've been anxious about our finances, he always manages to give us peace of mind. Thanks, Paul, for all of your hard work!
Mike Nice
11.08.2023
NextLevel Financial
Kirk Dzaman strives to help my clients achieve their investment goals, and has done so by being proactive and providing a premium level of service. He communicates well with us for the the accounting and tax side to ensure a coordinated effort to meet both year-end and long-term financial goals. Give Kirk a call.
June Marrison
25.07.2023
NextLevel Financial
Paul Jackson has been our financial advisor for approximately 20 years. Paul is very trustworthy, knowledgeable and an excellent communicator!! We are extremely pleased in what Paul has accomplished with our financial portfolio's. When we have questions, he quickly responds whether it is via email and/or phone calls. We feel secure knowing that Paul has our best interest at heart and we know that our retirement will be financially sound because of Paul's expertise!! We highly recommend Paul!!:))
David Soltys
23.07.2023
NextLevel Financial
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.
Mike Robinson
22.07.2023
NextLevel Financial
I have been working with Paul and the team at Next Level since 2002. The experience has been life changing in so many positive ways for my family. The advice, guidance and coaching from Paul and the team have helped us build a retirement plan, improve our money management skills, and experience life" with the peace of mind that comes from a solid plan.I strongly recommend Paul and Next Level to anyone who wants a partner that truly cares about helping you achieve your goals."
John Scarah
21.07.2023
NextLevel Financial
Very helpful so good that i travel from Abbotsford to go there every year. the people that work there are very helpful and friendly thanks
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Map
8645 Young Rd Suite 106, Chilliwack, BC V2P 4P3
NextLevel Financial