Zoe Financial Reviews | Read Customer Reviews of zoefin.com

Zoe Financial Reviews | Read Customer Reviews of zoefin.com

Zoe Financial reviews

90 approved reviews, newest moderated first

Customer
Aug 22, 2025
Highly Recommend
We received 2 recommendations - both were great matches based on our needs. Preston @ Zoe was super helpful. Could not be happier with the level of service and quality, tailored recommendations. Thank you!
Response from Zoe FinancialFeb 2, 2026
Thank you for taking the time to share your experience. We’re glad to hear that the recommendations were a good fit for your needs and that Preston was helpful throughout the process. We appreciate your kind words and your feedback. Best, The Zoe Team
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Dawne E.
Jun 28, 2025
Zoe Financial helped me find great…
Zoe Financial helped me find great financial advisors and Preston was really helpful in making sure the process was easy and that I had more than one option to choose from. He was attentive and friendly and easy to work with. It was a great experience and I highly recommend!
Response from Zoe FinancialFeb 2, 2026
Thank you, Dawne, for sharing your experience. We’re glad to hear that Preston was able to make the process feel straightforward and provide you with multiple options to consider. We appreciate you taking the time to leave a review and share your feedback. Best, The Zoe Team
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chris W.
Jun 28, 2025
a good referral that resulted in a hire
a good referral that resulted in a hire
Response from Zoe FinancialFeb 2, 2026
Thank you, Chris, for sharing your feedback. We’re glad to hear the referral was helpful and appreciate you taking the time to leave a review. Best, The Zoe Team
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Ronnie P.
Jun 10, 2025
Lily
Lily was very help full and in finding a finical advisor. She talked me through the Esperance and after I had signed up with Breana she followed up with a phone call. That meant a lot. Thanks for your help
Response from Zoe FinancialFeb 2, 2026
Thank you, Ronnie, for sharing your experience. We’re glad to hear that Lily was able to support you throughout the process and follow up along the way. We appreciate you taking the time to leave such thoughtful feedback. Best, The Zoe Team
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KG
May 10, 2025
Quick and easy, no upselling
Quick and easy process, well-informed financial advisors available in their roster. Several follow-ups during the process and after-sales care.
Response from Zoe FinancialFeb 2, 2026
Thank you for sharing your experience. We’re glad to hear that the process felt straightforward and that our team was able to support you with clear communication and follow-ups along the way. We appreciate you taking the time to leave a review. Best, The Zoe Team
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Holly P.
May 9, 2025
Zoe Financial makes finding a Financial Consultant easy!
Zoe Financial made the process of finding a Financial Consultant so easy. From setting up appts and following up with calls and emails. I highly recommend them.
Response from Zoe FinancialFeb 2, 2026
Thank you, Holly, for sharing your experience. We’re glad to hear that the process felt easy to navigate and that our team was able to help coordinate appointments and follow up along the way. We appreciate you taking the time to leave a review. Best, The Zoe Team
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Michael W.
Apr 9, 2025
Beyond my imagining!
Beyond my imagining! I have had two negative experiences with advisors, and I am now confident I'm with the right person for my needs. They set up two interviews, and both were professional. One was exceptional! I completed my "intake" today. All good.
Response from Zoe FinancialFeb 2, 2026
Thank you, Michael, for sharing your experience. We’re glad to hear that the process helped you move forward after past experiences and that the introductions felt professional and well-coordinated. We appreciate you taking the time to leave such thoughtful feedback and wish you all the best as you continue. Best, The Zoe Team
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Mary Ellen W.
Mar 25, 2025
So glad I finally took the plunge and found a great financial advisor
For years I hesitated working with a financial planner because I did not know how to find one. Using Zoe was easy and stressless. They walk you through the process, and provide advice on questions to ask potential advisors. Both professionals that Zoe recommended seemed top-notch and easy to talk to. The most difficult part of the process was deciding which to choose. Ultimately, I am confident that I have chosen a highly effective advisor who took the time to understand my needs and will provide the expertise to ensure my goals are met.
Response from Zoe FinancialFeb 2, 2026
Thank you, Mary Ellen, for taking the time to share such a detailed experience. We’re glad to hear that the process felt approachable and supportive, and that our team was able to help guide you as you explored your options and conversations with potential advisors. We appreciate your thoughtful feedback and wish you all the best as you move forward. Best, The Zoe Team
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