NEXT LEVEL PLANNING & WEALTH MANAGEMENT

BROOKFIELD, WI

Address: 325 N CORPORATE DR STE 120, BROOKFIELD, WI

2 Reviews
NEXT LEVEL PLANNING & WEALTH MANAGEMENT

is a reputable insurance agency conveniently located at 325 N Corporate Dr Ste 120 in Brookfield, WI. With a focus on personalized planning, the agency caters to individuals seeking customized insurance solutions to meet their unique needs. Licensed to sell a comprehensive range of insurance products, including life insurance, health insurance, auto insurance, and home insurance, the agency provides expert guidance and tailored recommendations to ensure optimal coverage and protection.

Client satisfaction is paramount at NEXT LEVEL PLANNING & WEALTH MANAGEMENT. The agency has consistently received positive reviews, with clients commending the knowledgeable and responsive staff. Their commitment to customer service and personalized approach has earned them a reputation for excellence in the insurance industry. The agency strives to exceed expectations by providing a seamless and stress-free insurance experience, ensuring clients' peace of mind and financial well-being.

Other Details

  • License Type: General Lines Agency; AGENCY LICENSE
  • States licensed: WI; FL
  • Products: Life, Accident, Health & HMO
  • Year Established: 2019
  • Company Type: Limited Liability Company
325 N CORPORATE DR STE 120, BROOKFIELD, WI

Users Reviews

0.0

Based on 2 Reviews

Total 2 Reviews

EA

Ellie Adams

  • Reviewed on
  • 1 reviews written

coming out of surgery and needing a new policy after a lapse in coverage, i contacted next level planning & wealth management. i cannot speak highly enough about the promptness, efficiency, and reasonable cost of my new policy. i dealt exclusively with [agent name] and he was professional and knowledgeable at all times.

BL

Benjamin Lewis

  • Reviewed on
  • 3 reviews written

mike has been our insurance agent for years. he always makes sure we have the best coverage for our home and auto insurance. he is always available to answer our questions and is very knowledgeable about the insurance industry. we highly recommend him to anyone looking for an insurance agent.

A

AVID RISK MANAGEMENT LLC.

SAN ANTONIO, TX

4.5 (2 reviews)

  • License Type: General Lines Agency; AGENCY LICENSE
  • Products: Life, Accident, Health & HMO
  • Number of Agents: 0
  • States licensed: TX; FL
  • Year Established: 2021
  • Company Type: Limited Liability Company
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D

DOCTOR INSURANCE ONE,INC.

DORAL, FL

4.2 (4 reviews)

  • License Type: General Lines Agency; AGENCY LICENSE
  • Products: Life, Accident, Health & HMO
  • Number of Agents: 0
  • States licensed: FL
  • Year Established: 2014
  • Company Type: Corporation
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