NextLevel Financial is a highly regarded financial consultancy renowned for providing its clientele with comprehensive Financial Planning and Tax Preparation services. Among the Founding Partners of NextLevel Financial is Paul Jackson, whose tenure in the Financial Services Industry spans from 1994. Paul Jackson possesses broad and profound expertise across various financial planning facets, including cash flow management, retirement planning, and estate planning. His particular passion lies in formulating wealth-creation strategies. Together with his team, Paul Jackson's practice centers on cultivating strong and enduring long-term relationships with their clients. At NextLevel, they possess the requisite education, knowledge, and experience to navigate clients through the intricate web of financial decisions that arise at various life stages. They are equipped with the full spectrum of tools necessary to guide their clients towards achieving financial success.
UNIQUE FACTS:
• Wealth of Knowledge and Experience
• Online Consultations
• Unique Financial Goals.
3 Best Financial Services in Chilliwack, BC
Expert recommended Top 3 Financial Services in Chilliwack, British Columbia. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
NEXTLEVEL FINANCIAL REVIEWS
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!!:))
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.
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.
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BTN Financial Services Inc. is a highly esteemed financial firm located in Chilliwack, known for its comprehensive range of offerings, including insurance, investment, and financial services catering to individuals and families. Leading the way at BTN Financial Services Inc. is Kevin A. Jones, a seasoned financial advisor with specialized training and a wealth of experience in his field. Kevin and his proficient team focus their expertise on delivering Risk Management solutions tailored to the unique needs of business clients. BTN Financial Services Inc. distinguishes itself by crafting personalized strategies that empower small to medium-sized businesses and individuals/families aged 45+ to secure retirement. Their approach encompasses a client education process, a meticulous professional needs analysis, full transparency, and an unwavering commitment to providing personalized service without compromise. BTN Financial Services Inc. extends its network to connect clients with professionals, including Lawyers, Accountants, and Mortgage Specialists, to address their broader financial and legal needs.
UNIQUE FACTS:
• Unbiased Objective Advice
• Personalized Service
• Online Appointment.
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Sat & Sun: Closed
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BTN FINANCIAL SERVICES INC. REVIEWS
Very knowledgeable and friendly. Able to clearly explain many complex concepts.
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Louisa Zerbe is a renowned financial advisor based at Edward Jones in Chilliwack. She offers diverse services, encompassing retirement planning, investment strategies, insurance solutions, and estate planning. Louisa Zerbe's approach is centred on dedicating the necessary time to fully comprehend your financial objectives before making any monetary investments. Working in tandem with her team, Louisa Zerbe welcomes the opportunity to collaborate with your attorney, accountant, and other trusted professionals. They can produce a comprehensive strategy that capitalizes on the collective expertise of all involved parties. This collaborative effort allows them to develop a tailored and all-encompassing strategy that aligns with your specific financial goals. Louisa and her team are equipped to continuously monitor your progress to ensure you remain on course or to identify and implement any adjustments that may be needed along the way.
UNIQUE FACTS:
• Top-Notch Client Service
• Face to Face Conversations
• Tailored Strategy.
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Sat: By Appointment Only
Sun: Closed
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LOUISA ZERBE - EDWARD JONES REVIEWS
Louisa Zerbe monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.
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