01
Consult
Let's get to know each other
02
Engage
Clarify the terms of our working relationship
03
Execute
Customize a plan and set it in motion
04
Manage
On-going updates and regular performance reviews
Nancy Despard
2024-10-13
Super nice team at Potvin Financial 😊
Highly recommend chatting with them.
Jeff Parke
2024-09-30
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!!
John Parish
2024-02-19
We're always pleased with the prompt, professional and knowledgeable service we receive from
Potvin financial....We always value Kevin's advice on our financial portfolio. We highly recommend their services. John an Moya
Ryan Dillabough
2024-02-14
Kevin and his team are and have always been amazing to work with. He’s definitely the one we send our own family and friends to for the best advice and money making 🙂 thank you all so much for your continued fantastic~ness!!!
Lori Driscoll
2024-02-14
Kevin is amazing and very knowledgeable. I feel he has always worked on our best behalf.
Brent Sheldrick
2024-02-06
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.
Jon & Deanna Mains
2024-01-05
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.
Rob Boucher
2023-12-12
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.