Reviews of NextLevel Financial (Financial Consultant)

Dan Woyke

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!

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

Danielle Fatica

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

Mistie Bogard

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

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.

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.

Mark Andersen

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

David Soltys

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.

June Marrison

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!!:))

Joyce Peters

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.