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
Showing 85 reviews with 5 stars · Clear filters
Jannette B.
The turn around from completing the questionnaire and the results was fast. The fact that they set up the initial meeting on your schedule was very nice. The added contact person asking you how the process is going and being willing to talk personally to help make a decision or clarify things is a wonderful bonus. I am very happy with how the entire process went and how fast I was able to find a company/advisor I feel comfortable with.
James P.
Preston Buhrmaster was " excellent" in helping me vet the right fiduciary advisor. He was "was very helpful beyond my expectations." He was exceptional in attention to needs and the professional help I was seeking.
Lizzie R.
Have had a great experience with Zoe Financial and Aidan. He did a great job following up and getting details to align me with possible fits for a financial advisor and have found a great one that we’re excited to work with.
Drew S.
Zoe connected me to two excellent advisors, both of whom went above and beyond even just in our initial calls: Giving me advice, creating models tailored to my portfolio, spending hours with me on the phone and in-person, and beyond—all without any money changing hands or contracts being signed. I've since signed on with one of them, and I'm thrilled. Work with Zoe—there's nothing to lose, and everything to gain.
Jason M.
I had never heard of Zoe Financial, but saw their recommendation through Forbes and through some quick research on Google and Reddit I found nothing but positive reviews from both the customer and financial advisor side. I can say my experience would substantiate those reviews. Their initial online screening tool was pretty good, but what really set them apart was that I got a follow up phone call after completing the survey (from a number clearly labeled as being from Zoe Financial so I knew it wasn’t spam). In that call, I was able to provide a lot more detail on our situation and stage of life, and from that call got more personalized recommendations that ended up being absolutely spot on. Zoe provided great communication throughout the process, including checking in after our first call to see if the recommended advisor had been a fit and if our second call was still necessary. When we told them that we thought we found the fit, they canceled that second meeting for us. Overall their communication and professionalism throughout the whole experience was top-notch, and their personalized recommendation ended up being perfect for us. There is no way we would’ve found this advisor without them, and there is a level of reassurance knowing that screening has been provided for you from what appears to be a reputable source.
Jaime M.
They were very communicative, and we are very pleased with the financial advisor that was ultimately recommended to us.
Mikey V.
So glad we decided to work with Zoe Financial and specifically Paul C. He was very supportive and guided us through the process of finding a quality CFP professional in our area. Communication and follow up could not have been better. Thank you again!
Jolie
We were looking for a financial advisor for a while. Within minutes on Zoe, we were able to find, review and book a great candidate.