Zoe Financial Reviews | Read Customer Reviews of zoefin.com

Zoe Financial Reviews | Read Customer Reviews of zoefin.com

Zoe Financial reviews

Showing 85 reviews with 5 stars · Clear filters

Ryan M.
Jul 8, 2022
Love Zoe!
Great experience!
Response from Zoe FinancialJul 8, 2022
Thank you for sharing, Ryan! So glad you had a great experience. Thanks for using Zoe in your search!
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Pankaj G.
Jul 8, 2022
Best place to find great advisors
The platform helped me find a great advisor. Whole process was smooth and quick. I would recommend this to anyone looking for competent, experienced and trust worthy advisors.
Response from Zoe FinancialJul 8, 2022
Thank you for the amazing review, Pankaj! Your experience is exactly what Zoe Financial embodies. We are so happy we could help you find the right advisor and are always here as a resource if you need anything! -Zoe Financial
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James
Jul 7, 2022
Great experience very dilligent and…
Great experience very dilligent and professional thanks alot Peter
Response from Zoe FinancialJul 8, 2022
Thank you for both of your reviews, James! I am glad we were able to connect and determine that you had a great experience with Peter and found the services helpful. If you ever need any additional assistance, please let me know! -Zoe Financial
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Arturo
Jul 7, 2022
I have not sent my info to the person I…
I have not sent my info to the person I was paired with but plan to soon. He did a great job though as did your referral system.
Response from Zoe FinancialJul 8, 2022
Thanks for the great review, Arturo! We are so glad to hear that we connected you with the right advisor. Cheers to your financial success! -Zoe Financial
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Laura M.
Jul 6, 2022
I am so glad I found Vincere Wealth…
I am so glad I found Vincere Wealth through Zoe. Great financial advisors including for crypto!
Response from Zoe FinancialJul 8, 2022
Great to hear, Laura! Glad we were able to help you find the right advisor. We know everyone’s needs in an advisor are unique and we are so happy we could help you find the perfect match! -Zoe Financial
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Kim S.
Jul 6, 2022
Zoe hooked me up with Glen Monroe who…
Zoe hooked me up with Glen Monroe who is excellent! Very knowledgeable, helpful and supportive.
Response from Zoe FinancialJul 8, 2022
Thank you for the review, Kim! We're thrilled you had great experience and that Glen is the right advisor for your needs. We put client satisfaction as our top priority and your review reaffirms our commitment.Thanks for your kind words, we are always here to help if you need anything! -Zoe Financial
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Xander
Jul 5, 2022
I found an advisor I'm extremely happy…
I found an advisor I'm extremely happy with and have been working with for 6 months now.
Response from Zoe FinancialJul 8, 2022
Thank you so much for sharing your experience, Xander. We appreciate you taking the time and we are glad we could connect you with your perfect advisor. We count ourselves lucky to work with clients such as yourself. Always here if you need any further assistance! -Zoe Financial
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Rachel S.
Jul 5, 2022
First-time homebuyers & needed advice! Thank you, Zoe!
Moving to a new city and being first-time homebuyers, my husband and I needed objective, transparent advice on how to navigate this transition in our lives. We couldn't be more thankful to have come across Zoe Financial, as we ultimately relied on their process to find the perfect fiduciary advisor for us and our situation. We found the process to be hands-on, educational, and extremely well-suited to our specific needs. We'd highly recommend Zoe to anyone seeking financial independence - can't thank them enough!
Response from Zoe FinancialJul 8, 2022
Thanks for the excellent review, Rachel! So happy to hear that we were able to help guide you through your search and connect you with the best truly fiduciary advisor for you and your husband. The financial advising industry is often intentionally misleading and designed to steer clients towards buying expensive investment products that aren’t the best option for them and we are working hard to change that! -Zoe Financial
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