Zoe FinancialZoe is the modern wealth platform that allows you to find, hire, and work with vetted fiduciary financial advisors. Zoe’s mission is to help grow and protect wealth through exceptional client experience and innovative technology.Through Zoe’s platform, you can connect with financial advisors across the United States based on your unique financial situation.
Zoe Financial (zoefin.com) has 90 customer reviews on Five Star Index, with an average rating of 4.9 out of 5.
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Investments & Wealth · NEW YORK, New York
Excellent
Investments & Wealth · New York, New York
Excellent
Investments & Wealth · Manhasset, New York
Excellent
Investments & Wealth · Greatneck, New York
Excellent
90 approved reviews, newest moderated first
Kim S.
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
Xander
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
Rachel S.
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
Courtney
I was skeptical about using any kind of online service to find a financial planner (feared an upsell) but I gave it a chance and so glad I did. I got a call and told the guide exactly what I was looking for, which was a financial plan to guide me to retirement, but I wasn't looking for a long-term advisor or investment advice. He then sent me three excellent recommendations and I chose a certified financial planner based out of Phoenix that turned out to be a wonderful experience. Susan Koe of Better Money Decisions and I had a few Zoom calls and then she presented my comprehensive plan to me within 7 days! She answered all of my questions and was a wonderful source of advice. I would definitely recommend this service.
Response from Zoe FinancialJul 8, 2022
Courtney, thank you for the great review! We are so happy your experience was wonderful. Most sources for finding an advisor online can be overwhelming, but we pride ourselves on being the antithesis of that by providing a transparent resource for our clients! Please let us know if we can help any further! -Zoe Financial
Marcus
I got very little help. I got charged $365 and there was almost nothing told to me that I didn't already know. The advisor was on vacation the week prior to our meeting and I don't think he spent a lot of time analyzing our financial situation. He did not leave us with any paperwork. He did not look at our allocation of Investments and did not make a one time recommendation! I think I would like my money back or at least part of it!
Response from Zoe FinancialJul 8, 2022
Marcus, my sincerest apologies that your experience did not live up to the Zoe standard and I appreciate you sharing your candid feedback. I am glad that we were able to connect today and help remedy the situation and provide a refund. We are always here as a resource. -Zoe Financial
LJ
I got a very polite and professional text and then phone call about what I was looking for. The young man I spoke with was very helpful and upbeat. The person they referred me to worked out super well. Thank you.
Response from Zoe FinancialJul 8, 2022
Thank you for sharing your great experience, LJ! Professionalism and politeness are hallmarks of our service. We love hearing that you found the right advisor match and that your experience with Zoe was easy and helpful. P.s., your Advisor Guide, Tyler, said he really appreciates the kind words! -Zoe Financial
Jim
Knowledgeable, helpful, great communicator.
Response from Zoe FinancialJul 8, 2022
Thanks for the great feedback, Jim! Very happy to hear we connected you with an advisor that was knowledgeable and helpful! Always here as a resource if you need anything in the future. -Zoe Financial
Jennifer J.
Wish there were more female and POC advisors to choose from. I interviewed three FAs (two white men, one white woman). They were all professional, but one of the men seemed unsure of how to connect with me because my wealth was (1) not generational and (2) not in the millions…yet. I ended up choosing a female FA because she was interested in helping with my life goals and retirement timeline just as much as my fiancé’s.
Response from Zoe FinancialJul 8, 2022
Jennifer, thank you so much for your feedback. We absolutely agree that female and POC advisors are underrepresented in the industry and we are always striving to support and increase their presence both in the advisor community and our network. We are proud that our representation of female and POC advisors is higher than the industry average, but we will certainly not settle for that. Great to hear that you found the right advisor to help plan for you and your fiancee’s life and retirement goals! If we can be of any further assistance, please let us know. -Zoe Financial