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Reviews, get directions and information for NextLevel Financial

NextLevel Financial

About

The financial advice you need, for the life you want!

Mission

At NextLevel, we have all the tools required to help our clients succeed financially. First and foremost, we have the education, knowledge and experience to guide clients through the myriad of decisions that are to be pondered at different stages of life. We are brokers for such things as investments, mortgages, insurance, term deposits and banking products. We offer services such as Tax Preparation and Financial Planning for clients. We have everything you can get from a bank or credit union and more but with a difference: we work for you not the financial institution so when we choose the appropriate product for your needs, it's in YOUR best interest. When you combine all the tools at our disposal with our wealth of knowledge and experience, NextLevel seems like a logical choice to help you and your family with the important task of taking your own financial affairs to the Next Level.
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.

Products

We offer a one-stop shop for mortgages, investments, insurance, tax planning, tax preparation, financial planning, and group benefits. We work for YOU not the financial institutions or product providers.

Address: 8645 Young Road, Suite 106, Chilliwack, BC V2P 4P3, Canada
Phone: (604) 795-4505
ac.cbleveltxen@ofni
State: British Columbia
County: Fraser Valley
City: Chilliwack Proper Village West
Zip Code: V2P 4P3


Opening Hours

Monday: 8:00 AM – 4:00 PM
Tuesday: 8:00 AM – 4:00 PM
Wednesday: 8:00 AM – 4:00 PM
Thursday: 8:00 AM – 4:00 PM
Friday: 8:00 AM – 4:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
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.
8 years ago (24-01-2018)
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.
11 years ago (18-12-2014)
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
11 years ago (15-12-2014)
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.
11 years ago (11-12-2014)
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