Potvin Financial Services Ottawa (Nepean) - Ottawa, Ontario

Potvin Financial Services Ottawa (Nepean) est une entreprise financière réputée située à Ottawa, en Ontario, au Canada. Son adresse est le 117 Centrepointe Dr Unit #320, Ottawa, ON K2G 5X3. Vous pouvez les contacter par téléphone en composant le 6132246561. Leur site web est potvinfinancial.com.

Cette entreprise offre une variété de services financiers, tels que la planification financière, la gestion de patrimoine, les assurances et les placements. Ils sont spécialisés dans l'aide aux particuliers et aux petites entreprises pour atteindre leurs objectifs financiers à long terme.

L'un des avantages de Potvin Financial Services Ottawa (Nepean) est qu'ils offrent des rendez-vous en ligne, ce qui est pratique pour ceux qui ont un horaire chargé. Ils offrent également des services sur place et sont accessibles en fauteuil roulant, ce qui les rend accueillants pour tous les clients. De plus, ils disposent d'un parking accessible en fauteuil roulant, de places assises accessibles en fauteuil roulant et de toilettes accessibles en fauteuil roulant.

Les clients de Potvin Financial Services Ottawa (Nepean) ont laissé 72 avis sur Google My Business, avec une note moyenne de 4,9/5. Les avis sont généralement positifs, les clients louant la compétence et la courtoisie du personnel, ainsi que la clarté des explications fournies.

Avis de Potvin Financial Services Ottawa (Nepean)

Jeff Parke

5/5

Kevin Potvin and his team at Potvin Financial Services are amazing when it comes to taking care of your investments. Kevin and his team are Professional, Knowledgeable and Trustworthy. I started with Potvin Financial in September 2023 and have nothing but success in my investments. I look forward to a strong finish in 2024. Kevin and his team are very approachable and available. Thanks Kevin and Team!!

Anik Tracey

5/5

We have been dealing with Kevin for many many years and only have good things to say. Kevin and his team deliver professional financial planning services and put their clients’ interests first. We would not hesitate to recommend Kevin and his team to our family and friends.

Terry Cole

5/5

I highly recommend working with Kevin. He is a clear communicator with a vast knowledge of the market and retirement planning. His patience and willingness to work with you and customize a personal plan based on your individual needs is what separates him from other investment firms.
If you are looking for a trustworthy, honest and hardworking advisor, contact Kevin!

Rob Boucher

5/5

I have been working with Kevin for 2 years now, by far the best financial advisor I've had in years. He has guided my portfolio over the last rough years in the markets. He does regular follow ups and is easy to speak with Highly recommended.

Brent Sheldrick

5/5

All of my dealings with Kevin have been positive. He is a very professional, down-to-earth, and soft spoken gentleman who never makes you feel rushed. The advice he offers is well thought out and presented in a way that provides a clear understanding of all aspects of the transactions. I just wish I had more money for him to manage.....but he's working on that.

Susan Macrillo

5/5

Our family has dealt with Potvin Financial for many, many years, beginning with Rick. We get the same honest and excellent advice from Kevin. I would recommend Kevin to anyone without hesitation. A 10/10 for sure.

Jon & Deanna Mains

5/5

We have been using Kevin’s financial services for a couple years now. We had gone to a bunch of different places and no one took the time to answer our questions like Kevin did. He has always been reliable and answers emails right away. We’ve always felt well taken care of by him.

Terra Branchaud

5/5

Kevin and staff are amazing! I have been dealing with Potvin Financial for quite a few years and Kevin has always been really great about making sure that whatever financial advice he is giving is with my best interests in mind and not about making money. He is really easy to talk to and will answer any and all questions; of which I have asked a lot! He is incredible knowledgable and the staff are all amazing to deal with as well. Everyone is friendly and very helpful. Would definitely recommend Potvin Financial to anyone!!