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

Courtney
Jul 5, 2022
I was skeptical about using any kind of…
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
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LJ
Jul 5, 2022
polite and professional
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
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Jim
Jul 5, 2022
Great service
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
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Tomlin
Jul 5, 2022
Zoe's three advisors…
We talked with the three advisors suggested by Zoe Financial and we really clicked with one of them so we are off and running.
Response from Zoe FinancialJul 8, 2022
Tomlin, your feedback is much appreciated! Glad that we connected you with an advisor that you clicked with and are making progress towards your financial goals. If you ever need anything else, just let us know! -Zoe Financial
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Jerry
Jul 5, 2022
Uses great software to upload info and…
Uses great software to upload info and provide reports to visualize. Qualified experienced consultant that provided advice and recommendations.
Response from Zoe FinancialJul 8, 2022
Thanks for the excellent review, Jerry! We work hard to meet expectations like yours, and we’re happy to hear we hit the mark. Always here as a resource if you need further assistance! -Zoe Financial
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