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
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.
L.M.
Paul made the process of finding a CFP so easy. I was a bit overwhelmed but he listened to my needs, provided me options and was there to answer all of my questions throughout the process. He was professional, courteous and had just the right amount of follow-up to keep things moving along. Thanks Paul!
Jill G.
I have to say that Paul from Zoe gave me two great companies to see if they would work for me and my husband. We felt the the TEAM at creative planning would work the best for us Arnold along with David put together a great portfolio showing us how they would make our money work for us. I can honestly say the we can retire and do so with confidence in our future. The attention to detail was great and we both learned so much.
Luke
Great company to go through if you're overwhelmed with thr selection of financial advisors. Zoe was able to easily match me with potential advisors in their network based on my specific preferences and needs, and I was ultimately able to find an advisor. Thanks Zoe!
Ryan P.
Really enjoyed working with Zoe. Paul took the time to understand our needs / interests and found us 3 advisors to potentially work with. I appreciated that no advisors get commission from products and that Paul offered personal assistance in finding an advisor we liked. We ultimately went with one suggestion and have been happy with the selection so far.
Glenn Y.
Excellent knowledge of financial advisor business and superior customer service. All of our questions were quickly answered and we are aligned with a firm that far exceeds our expectations.
Christy
I did not even know where to start to find the advisor I needed for my situation. Paul with Zoe did a wonderful job asking me questions to gather all the necessary information to set me up with the right advisors to talk with. They were both a very strong match for my situation. Preston was on top of things sending meeting reminders with the zoom links for easy access and touching base after each meeting with the advisor to see how I felt. Those two made this process very easy and I am sure I am coming out with a better advisor than I would have ended up with if I did it on my own. I hope I am right and am ready to get started with the new advisor.