NextLevel Financial

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Chilliwack, Canada

nextlevelbc.ca
Financial institutionFinancial plannerInvestment serviceLife insurance agencyMortgage broker· Financial Services· Financial institution· Financial planner· Investment service· Life insurance agency· Mortgage broker

NextLevel Financial Reviews | Rating 4,5 out of 5 stars (5 reviews)

NextLevel Financial is located in Chilliwack, Canada on 8645 Young Rd Suite 106. NextLevel Financial is rated 4.5 out of 5 in the category financial institutionfinancial plannerinvestment servicelife insurance agencymortgage broker in Canada. 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.

Address

8645 Young Rd Suite 106

Phone

+1 6047954505

Company size

1-10 employees

Headquarters

Chilliwack, British Columbia

Founded

1994

Accessibility

Wheelchair-accessible entrance

Open hours

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Mike Robinson

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.

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Mike Nice

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.

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Ben Bisschop

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

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Mistie Bogard

Very poor service, a disappointing and expensive experience. Do not recommend this service. Lackadaisical, unprofessional and underwhelming.

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Danielle Fatica

Very personable but never followed up.....sorry, I'll take my money elsewhere

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