Zoe FinancialReviews of zoefin.com

Ngl I didn't even realize that using a referral service was an option and probably would not have signed up even if I had because I hate feeling 'pitched' by bots. But that's not at all what it was like. Zoe quickly got me several advisor options lined up after a few shorts texts that I literally fired off just before going to bed. Both advisors were excellent fits and gave me helpful perspective in the intro conversations. I feel really pleased with the advisor I ended up selecting, and am SO grateful that Zoe made this process so seamless. It felt like chatting with a really well networked friend to find the advisor I needed.

Great experience! The team at Zoe was responsive, proactive, and friendly. They connected me with great options immediately.

Zoe connected me with a financial advisor that I wouldn’t have found on my own. Not every one of the matches was a good fit but one was perfect.

A Zoe representative contacted me after the initial web intake process and we discussed further options, which ultimately led me to find someone that I am very happy with.

McKenzie made my experience great. I trusted her the first time I spoke with her. So knowledgeable and so friendly --I felt I found someone who cared about me. This may sound simple, but it is fundamental. Keep up the good work

I got an email from no-reply at notify.zoefin.com thanking me for joining them and to review an attached form. This was peculiar because I haven’t signed up for Zoe Financial. I believe this js a scam that needs fixing asap

Zoe Financial was a great resource as I started my journey and search for financial planning help. They helped set up great connections and their team is extremely communicative and helpful!

My Zoe financial client manager, Paul, provided 2 great recommendations and I agreed to contract with one of them. Paul was very attentive and there to help interface with teh candidate firms, set up introductory meetings, useful tips snf feedback as I worked through my personal vetting process. It was also very reassuring to know that Zoe financial did a lot of the leg work for me by doing an extensive vetting of potential candidates before they refer them to clients. I highly recommend Zoe Financial if you are seeking a well qualified firm that matches your financial wealth management needs.