Zoe FinancialReviews of zoefin.com

After being recommended Zoe Financial by one of the Money Newsletters I follow, I reached out and was guided through a non-pressure process to find a solution for our financial planning needs. We were matched to the incredible team at Captrust who have been able to capture the challenges of our international portfolio and guide us with a "no golf" policy so no pesky referral fees that can cloud what is the best independent advice for us. Thanks, Zoe - so far we are a marriage made in heaven.

I did not want to hear from Zoe after finding out they were a referral service, so I didn't click submit after filling the online form and reading the fine print. They still reached out to me and since I was still in search mode remained open in hopes I would at least get an opinion of some value. In the end the firm with whom they connected me was a perfect fit, providing comprehensive services not found elsewhere. I'll call it luck, but maybe not ! ?

I was hesitant at first in trusting the internet to find me a financial advisor but I will gladly say that Zoe financial and specifically Aiden Murphy my liason. Made the entire experience incredibly efficient and easy to get through compared to when I picked my first financial advisor myself. Hopefully I won't need another financial advisor but if when the time comes Zoe would be my first choice to find me a new one

i found Zoe on the internet and wasn't sure about them. But it turned out to be a great choice. Preston Buhrmaster found us two qualified financial advisors and guided us through the process. We are very satisfied with the help we received from Preston and Zoe Financial.Give them a try.

Zoe provided two well qualified advisors for me to consider. This made the process so much easier than trying to do it on my own.

Preston made contact with us next day, found several CFP's for us to have a phone conversation within the next 2 days. He listened to our needs and found 2 great candidates.

Our client manager Aidan was on top of every step of the process: From listening to our needs and goals to ensuring we found the right financial advisor for us. Great experience!

Great model and I am impressed with everyone's professionalism and attention to detail. I am happy with my decision and I would recommend contacting Trinity at Zoe as you work through your decision making. It has made my experience much easier in an otherwise difficult process.