Potvin Financial Services Ottawa (Nepean) - Ottawa, Ontario

Potvin Financial Services Ottawa (Nepean)

Adresse : Unit #320, 117 Centrepointe Dr, Ottawa, ON K2G 4N6, Canada

Téléphone : 6132246561

Site web : potvinfinancial.com

Sélectionnez les spécialités

• Assurance
• Investissement
• Pension
• Planification financière

Autres données d'intérêt : Rendez-vous en ligne, Services sur place, Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Places assises accessibles en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes.

Avis : Cette entreprise a 79 avis sur Google My Business.

Avec un avis moyen de 4.9/5, Potvin Financial Services Ottawa (Nepean) est une entreprise de services financiers de confiance. Les clients apprécient la compétence et l'empathie de Kevin et son équipe.

Kevin et son équipe de professionnels compétents et connaissants sont les seuls organismes que Kevin et sa famille nous recommanderions pour un conseiller financier. Chaque conseil qu'il nous a donné nous a été bénéfique. Kevin est également une personne très attentionnée et compatissante, ce qui en fait un plaisir à gérer.

En bas du canal, vous trouverez des caractéristiques de l'entreprise, notamment son emplacement, ses services sur place et ses caractéristiques accessibles pour les personnes handicapées. Vous trouverez également des avis sur Google My Business et une mention de ses compétences et services financiers.

Caractéristiques

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Keywords

• Potvin Financial Services Ottawa
• Nepean
• Assurance
• Investissement
• Pension
• Planification financière
• Conseiller financier
• Services financiers

👍 Avis de Potvin Financial Services Ottawa (Nepean)

Deborah L.

5/5

Kevin and his team of highly professional and knowledgeable associates are the only organization I and other family members would trust our financial planner ng to. And every piece of advice he has offered has been of benefit. Kevin is also a very caring and compassionate person which makes him a joy to deal with. I cannot recommend him and his organization highly enough. Keep up the great work Kevin 😊

Jeff P.

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!!

Bonnie N.

5/5

My husband and I have been trusting our investments with Potvin for the past 55 years, starting with Rick and now Kevin. I would, and have, recommended them to anyone wanting a reliable and professional firm to advise and handle their investments plus.

Elaine D.

5/5

My family has been entrusting our investments with Kevin and his team for years. Kevin is very professional and if we have any questions Kevin and his team are very quick to answer them promptly. We would definitely recommend Potvin Financial Services to anyone looking for a financial planner. Keep up the good work.

Anik T.

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.

Terra B.

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!!

Terry C.

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!

Alexa L.

5/5

Years ago, when I was looking for a financial consultant, a friend recommended Potvin Financial Services. I am very happy with the services I have received from them. All the staff are very friendly, helpful, and make everything easy to understand. Though I now handle my finances myself, I had dealt with Kevin to sort most of my financial goals and investments. It was a great place for me to start. I have met with Robyn several times to discuss insurance options as well, and continue to use these products.