Rick
Can't recommend Zoe enough
Can't recommend Zoe enough. They helped me and my wife find the right advisor for our retirement needs. Their concierge team was extremely helpful in taking the time to learn about our situation to help pair us with 2 advisors to interview. The best part is that they didn't sell my contact information to a bunch of advisors. Only if I booked a consultation would an advisor get access to my contact information. I had used other services in the past and immediately regretted it. The quality of advisors on Zoe seems to be much higher than what I've seen elsewhere. No one tried to sell me products, or provide cookie-cutter advice. Every advisor was a fiduciary and CFP professional. Both advisors I interviewed were qualified and professional, making it a tough decision on who to hire. We are satisfied with our choice and have been working with them for several years now. Highly recommend.
Response from Zoe FinancialJul 8, 2022
Rick, thank you so much for the amazing review! It was our pleasure to assist you and your family in your advisor search. We pride ourselves on the quality of our advisors. Our concierge team is dedicated to making the search process seamless for our clients and I am glad that your experience reflects that! -Zoe Financial