Potvin Financial Services Ottawa (Nepean) - Ottawa, Ontario

Potvin Financial Services Ottawa (Nepean)

Uno de los principales proveedores de servicios financieros en Ottawa, Potvin Financial Services Ottawa (Nepean) ofrece una amplia gama de soluciones financieras para satisfacer las necesidades únicas de cada cliente. Con su ubicación estratégica en el Unit #320, 117 Centrepointe Dr, Ottawa, ON K2G 4N6, Canadá, es fácilmente accesible para aquellos que buscan asesoramiento financiero de alta calidad.

Teléfono: 6132246561. Sitio web: potvinfinancial.com.

Especialidades

Spécialités:

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Información adicional

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, Rendez-vous recommandés.

Opiniones

Avis : Cette entreprise a 77 avis sur Google My Business. Avis moyen: 4.9/5.

Basándonos en las opiniones, es evidente que Potvin Financial Services Ottawa (Nepean) se destaca por su enfoque personalizado y su compromiso con el éxito financiero de sus clientes. Los clientes alaban la profesionalidad, el conocimiento y la empatía de Kevin y su equipo. Se les describe como 'la única organización en la que confían' y se reconoce que cada pieza de consejo ofrecido ha sido de gran beneficio. Además, se destaca el entorno accesible y la atención al detalle que brinda la empresa, lo que contribuye a una experiencia de cliente excepcional.

👍 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 😊

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.

Delaney J.

5/5

Kevin’s wealth of knowledge has been incredibly informative and useful trying to navigate the devastating changes from married couple to widow I have no hesitation in recommending Kevin and his firm for financial guidance.
Thank you so very much for your patience.

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!!

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.

Rob B.

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 S.

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.

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.