Potvin Financial Services Ottawa (Nepean) - Ottawa, Ontario

Potvin Financial Services Ottawa (Nepean)

Potvin Financial Services Ottawa (Nepean) est une entreprise financière située à Ottawa, Ontario, au Canada. L'entreprise offre des services financiers de qualité à ses clients depuis plusieurs années. Son adresse est Unit #320, 117 Centrepointe Dr, Ottawa, ON K2G 4N6, Canada et le numéro de téléphone est 6132246561. Vous pouvez également les contacter via leur site web potvinfinancial.com.

Spécialités et services

Les spécialités de Potvin Financial Services Ottawa (Nepean) comprennent divers services financiers, bien que les détails spécifiques ne soient pas mentionnés sur leur site web. L'entreprise semble s'engager à offrir un service de qualité en fonction des avis positifs qu'elle a reçus.

Autres données d'intérêt

• Rendez-vous en ligne disponibles
• Services sur place offerts
• Entrée accessible en fauteuil roulant
• Parking accessible en fauteuil roulant
• Places assises accessibles en fauteuil roulant
• Toilettes accessibles en fauteuil roulant
• Toilettes disponibles
• Rendez-vous recommandés

Avis et opinions

Potvin Financial Services Ottawa (Nepean) a reçu un total de 76 avis sur Google My Business, avec une moyenne de 4.9/5. Les avis sont généralement très positifs, reflétant le haut niveau de satisfaction de leurs clients. Plusieurs clients ont mentionné la longue durée de leur relation avec l'entreprise, remontant à plus de 55 ans. Ils apprécient également le savoir-faire et la patience du personnel de l'entreprise, qui leur a été très utile lors de changements significatifs dans leur vie financière. En raison de ces avis positifs et de la réputation solide de l'entreprise, Potvin Financial Services Ottawa (Nepean) est vivement recommandé pour ceux qui cherchent un conseiller financier professionnel et fiable.

👍 Avis de Potvin Financial Services Ottawa (Nepean)

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.

Susan M.

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.

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.