Potvin Financial Services

Description

“Kevin Potvin has been my financial advisor for over 10 years. He’s competent, down to earth and goes that extra mile on his services. His advice for my personal finances has been invaluable and I will continue to rely on him and his team to assist in the development of my portfolio in the future. Three years ago, my partner, Christine, had also placed her portfolio into his capable hands without any hesitation. Due to our busy schedules, Kevin has provided the personal service of coming to our office or home to provide updates and recommendations.

With over 50 years of combined experience helping our clients feel comfortable with their finances, we can help answer all of your questions and work with you to develop and maintain a comprehensive financial strategy that’s right for you.

The foundation of our Client Commitment is a genuine understanding of your needs and goals and to provide you with a customized solution.

“Kevin has been a dedicated and focused financial service provider to me and my family for many years. What I appreciate most about Kevin is his responsiveness. I am a very demanding client and I ask frequent, detailed questions. I can count on him to respond in a timely manner and I am always satisfied with the answers he provides to complex questions. As well, the solutions that he crafts for my unique situation(s) are appreciated. He integrates across insurance and investments and understands my short-term needs and long-term goals.

Client Commitment The foundation of our Client Commitment is a genuine understanding of your financial needs and goals and to provide you with a customized solution. We will provide you with a clearly written summary and proposal containing ideas and solutions that will guide all of your retirement, estate, tax, investment and education planning decisions.

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