2 Best Gold IRA Investment Companies Near Me in Chilliwack, BC – Investment Opportunities & Options for Your TFSA or RRSP Account
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D.R. Financial
ADDRESS: 45389 Luckakuck Way #203, Chilliwack, BC V2R 3C7, Canada
SERVICES: Education savings consulting, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Wealth management, Divorce financial planning and Group Benefits
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Devon is always clear and answers any and all questions you might have. He has proven himself trustworthy over and over again, and wants to see success for his clients. – Nathan Lau
REVIEW #2 – Devin is great, personable, takes the time to really sit down and go through finances, your plans, and what your goals are for the future financially. He truly wants you to succeed and not in it for himself. – Graeson Lounsbury
REVIEW #3 – Devon is so easy to talk to! He is very knowledgeable and explains insurance and financial matters in an engaging way. – Nanci Thiessen
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Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
NextLevel Financial
ADDRESS: 8645 Young Rd Ste 106, Chilliwack, BC V2P 4P3, Canada
NUMBER: +1 604-795-4505
DESCRIPTION FROM BUSINESS: NextLevel Financial has been proudly serving the Chilliwack area for over 30 years, providing expert guidance in investments, insurance, tax planning and preparation, financial planning, and group benefits. We don’t just offer products—we take a holistic approach to your financial well-being. By understanding your complete financial picture, we create a tailored strategy to help you achieve your goals. Whether you’re starting your financial journey, growing your family, or planning for retirement, we provide personalized guidance to support your success every step of the way.
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been working with NextLevel Financial for almost 25 years. I highly recommend Paul Jackson and his colleagues. Years ago, we switched to Paul to help us with our investments , estate and tax planning and it has been one of the best decisions we’ve ever made. The best part of Next Level’s approach is that they don’t just broker their products. Instead, Paul creates a model portfolio with market products tailored to his clients needs and goals.
Taking control of our financial future is vital. Paul and NextLevel is one of the best places to do that. – Jaimie Teindl
REVIEW #2 – Paul Jackson has been our financial advisor for the past fifteen years. He is extremely knowledgeable and we have benefited greatly from his guidance over those years. Communication via email or phone call is very prompt and the information given is straight forward. Next Level’s tax income tax preparation is another service we have utilized over those fifteen years and found it very beneficial. – Larry S
REVIEW #3 – Paul Jackson has proven himself to be a very trustworthy and highly knowledgeable financial advisor. We have entrusted our financial planning to him for many years. Our children have now as well, as they have grown and now have their own families, reached out to Paul and gotten great financial help with their savings. We also want to say that Laura, at NextLevel has been our go to when it comes to our yearly tax return filing. Thankyou to a great team at NextLevel in Chilliwack. – Joyce Peters
REVIEW #4 – 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!!:)) – June Marrison
REVIEW #5 – 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. – Mike Robinson
REVIEW #6 – We started with Paul over 20 years ago. He is an expert in financial planning, and his model portfolio method has proven to be more than successfull for us. His management of our portfolio is professional and very knowledgeable. He has always been available to answer our questions, and help us over the rough spots. When adjustments are needed, he informs us promptly, and explains everything in an understandable way. We are very pleased that we started with Paul all those years ago, and very happy that we are still clients. The staff at the office are always friendly and professional and take the time to ensure that all our business is handled thoroughly. Highly recommended. – Jim and Pam McIntee
REVIEW #7 – Our advisor Paul Jackson is top shelf. His attention to detail with regards to answering any questions is second to none. His in depth knowledge of the financial investing world is just what I need. Along with his staff (Laura, Jodi, Christy, Rachel and Terri) I am more than satisfied I am getting the best advice. – Wayne M.
REVIEW #8 – I’m very happy with the way Paul Jackson has taken care of my money. I’m not rich by any means but I’m much richer than I would have been without Paul’s help! He gives me good advice and moves my money around a bit when it’s the right time to do so, and is always available to answer any questions I have. I would recommend him to anyone who’s looking for a financial advisor. – Mandy Edwards
REVIEW #9 – 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! – Dan Woyke
REVIEW #10 – 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. – Laurie Joseph
REVIEW #11 – 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
REVIEW #12 – 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
REVIEW #13 – Thank you to Paul and the team at next level for offering a great service, always being available and helpful when I have questions regarding my investments. I have been investing with Paul since 2019 and the results speak for themselves. Thank you! – Ryan Lohnes
REVIEW #14 – 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 – John Scarah
REVIEW #15 – I have had my tax returns done by Next Level for years and I have found them to be excellent! Very professional and fast with great communication. – Ray Doucet
REVIEW #16 – Been using Paul as my financial advisor for 3 years now and couldn’t be happier with everything he has done for me in this time! He does a fantastic job at explaining investments options and helping create a long term financial plan. He always replies in a timely manner and does a great job at answering any questions I have. Would definitely recommend him to anyone looking to build long term lasting wealth! – Trevor Jackson
REVIEW #17 – 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. – David Soltys
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