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
Tomlin
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
Jerry
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