We have had the pleasure of having Paul advise us on our investments for the last number of years. We find him to be extremely knowledgeable in the goings on of the market. He is easily approachable for answering questions we have and explains very patiently and clearly. We would highly recommend him for those considering financial planning.
We have been working with Paul for the past 3 years. After "shopping around" for a new financial planner years back, we met with Paul and immediately felt his guidance and knowledge aligned with our beliefs and needs.
Over the past three years, Paul has always kept extremely close tabs on our finances and contacts us regularly with advice about further financial opportunities. We have complete trust in Paul with our finances and know he has our best intentions in mind. His office staff is very professional, accommodating, and a pleasure to work with.
We know that everyone is just a short phone call or email away. We have no reservations recommending Paul's services to our friends and family.
We have been clients of Paul Jackson now for about 16 years and have always been impressed with his forthright manner and ability to explain financial matters in way that is understandable to us. One of his strengths is his willingness to address our overall financial picture and, in the light of our risk-averse personalities, guide us to a plan that suits our needs.
He has helped us stay the course when markets were not stable and we have appreciated his broad focus approach to our financial plan encompassing issues which would not have occurred to us if left to our own devices. With the passage of time our trust in Paul has grown, his ability has become evident and he has been readily available to us whenever we have doubts or questions, however inane they may be.
We have recommended Paul to a number of our friends and continue to do so without reservation.
We have been clients of Paul Jackson now for about 16 years and have always been impressed with his forthright manner and ability to explain financial matters in way that is understandable to us. One of his strengths is his willingness to address our overall financial picture and, in the light of our risk-averse personalities, guide us to a plan that suits our needs.
He has helped us stay the course when markets were not stable and we have appreciated his broad focus approach to our financial plan encompassing issues which would not have occurred to us if left to our own devices. With the passage of time our trust in Paul has grown, his ability has become evident and he has been readily available to us whenever we have doubts or questions, however inane they may be.
We have recommended Paul to a number of our friends and continue to do so without reservation.
Ever since we signed up with Money Concepts in the fall of 2004, we have been very impressed with the level of service that we have received from Paul and his office staff. Right from the start, we felt very comfortable with his down-to-earth manner and ability to convey trust and integrity to us. Everything was presented in a clear and precise manner and our questions were answered to our satisfaction. He was able to match our risk level with the right kind of investments and insurance policies and helped us to set goals that are realistic and attainable. He also showed us some strategies that we hadn’t thought of before but made very good sense to us. We have never felt coerced into anything but were always made aware that the final decision was ours. Our investments have performed admirably and we are very happy to have met Paul when we did. He was undoubtedly the answer to our financial needs. He is always accessible and quick to respond with any questions or concerns. We feel that we are well on our way to achieving our financial goals. We would highly recommend Paul and Money Concepts to anyone who is looking for a secure financial future and peace of mind where finances are concerned.
We have been clients of Money Concepts since 2001. Our investments over the years have done quite well. Paul Jackson gained our confidence with his personal approach to our needs. Paul’s explanations of the market and other investment opportunities gave us the feeling that our monies were in capable hands. We intend to continue our relationship with Money Concepts and look forward to a prosperous future.
My wife and I came to know Paul Jackson through his volunteer work in the community. We were impressed with his integrity and commitment and we were drawn by a feeling of trust for him. At the time were entrusting our investments with another financial planner, with whom we did not have the same confidence and so moved our account over to Money Concepts and Paul Jackson. That was several years ago now, and we have never regretted our decision. Our accounts are in trustworthy, knowledgeable hands now and we sleep comfortably at night
Marilyn Monroe may have sang 'diamonds are a girl's best friend', but nothing sparkles more brightly than the Financial Planner who can be trusted.
Previously to Paul, I had listened to the advice of six other money experts. Two charged me monthly fees, one was charged with illegal activity, and three were secure with the limitations of Wealth Creation 101. I was discouraged.
Then one night, weak and weary, "The Money Team" book caught my eye again. There in Chapter Five was Paul Jackson and Craig Lehr. Making the decision to visit the office, I met with Paul. And now, many years later, despite the rise and fall of the markets, the 'financial model' Paul implemented for me has proven successful. He listens, he explains, he guides and above all else, he values me as a person first and client second.
The colleagues and staff of Money Concepts, especially Karen Shane, are knowledgeable, progressive, and respectful. I truly believe that Paul Jackson, well informed, always learning, will try his best to look after my financial interests. Always a gentleman, he has never asked 'what took you so long?'
Paul was recommended to us by some friends of ours who had just recently moved their investments over to him. Their recommendation came so highly that we thought we would give Paul and Money Concepts a try. Here we are several years later and our only regret is that we hadn't meet or heard about Paul a lot earlier! He has assisted us in every aspect of our financial needs and has placed us in a much better position for the future.
Paul is the first person in our experience who has been able to explain to us what will work well for our situation and has built up our confidence in him over the past several years. He is always there to help out, even when it is just responding to our questions. We are always happy to recommend Paul to anyone who is thinking of investments and financial planning and will continue to do so in the future.
As well, the staff in the office are extremely efficient and always have a smile on their face when you stop by the office. We feel very comfortable knowing that our best interests are taken very seriously, but with a friendly smile.
My Wife and I have worked with Paul Jackson for more than 10 years and we have been incredibly impressed with the sustained commitment to personal service, attention to detail and professionalism that Paul and the team at NextLevel Financial provide.
Paul's approach to financial planning, education and advice to us over the years has helped us create a personalized financial strategy that is responsive to our evolving family needs, constant change and global economic uncertainty.
