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

Matt P.
Dec 20, 2024
ZOE head hunting
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
Response from Zoe FinancialFeb 2, 2026
Thank you, Matt, for sharing your experience. We’re glad to hear that Aiden was able to support you and help make the process feel efficient and easy to navigate. We appreciate you taking the time to share your feedback. Best, The Zoe Team
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Michael H.
Dec 6, 2024
Found a great financial advisor through Zoe.
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.
Response from Zoe FinancialFeb 2, 2026
Thank you, Michael, for sharing your experience. We’re glad to hear that Preston was able to guide you through the process and support you as you explored your options. We appreciate you taking the time to leave such thoughtful feedback. Best, The Zoe Team
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Laura W.
Dec 6, 2024
Zoemade the process easy provided two well qualified…
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.
Response from Zoe FinancialFeb 2, 2026
Thank you, Laura, for sharing your experience. We’re glad to hear that the process felt easier and that having multiple options to consider was helpful. We appreciate you taking the time to leave a review. Best, The Zoe Team
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Brad S.
Nov 15, 2024
Preston made contact with us next day
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.
Response from Zoe FinancialFeb 2, 2026
Thank you, Brad, for sharing your experience. We’re glad to hear that Preston was able to connect with you promptly, listen to your needs, and help identify options to consider. We appreciate you taking the time to leave a review. Best, The Zoe Team
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Josh K.
Sep 14, 2024
Top Notch Experience
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!
Response from Zoe FinancialFeb 2, 2026
Thank you, Josh, for sharing your experience. We’re glad to hear that Aidan was able to support you throughout the process, from listening to your needs to helping guide you through the next steps. We appreciate you taking the time to leave a review. Best, The Zoe Team
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Joseph M.
Sep 14, 2024
Great model and I am impressed with…
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.
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Mary
Sep 4, 2024
Paul was patient and I ended up with a…
Paul was patient and I ended up with a great match! It has been 6 months with my financial advisor and really could not be happier. Everything is in place and moving forward.
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Rafael A.
Aug 19, 2024
I’m extremely impress by the service 8…
I’m extremely impress by the service 8 received from Paul and Christian. Christian had a lot of knowledge and patience. It took 2 meetings to go over all the questions I had prepared to interview Christian and he was the first advisor recommended by Paul, but the 3rd advisor I spoked with, outside of Zoe, before I decided to go with him. So far I’m extremely happy.
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