Zoe FinancialReviews of zoefin.com

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!

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.

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!

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.

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.

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.

Zoe Financial has been an excellent resource. Paul found the perfect Financial Advisor for us and all the way through the process has been responsive, knowledgeable, and easy to talk to. We initially interviewed two companies. After the interviews, we carefully choose our financial partner. The implementation stage went well, however as we moved forward, the Financial Advisor did not respond to our repeated emails and calls. We contacted Paul at Zoe and he acted immediately. He apologized and explained this was not the expectation of their partners. He let us know we would get a full refund (we did). The same day he recommended another company and set up an appointment with them for the next week. We met with the new company and felt comfortable with the Financial Advisor right away. We have been with the new company a little over 2 months and the fit is perfect. Paul knew us well enough to choose a Financial Advisor that met and exceeded our needs, saving us many hours of research and aggravation. We would not have found a Financial Advisor this good without Zoe. Zoe made the process easy and enjoyable – I would recommend their service to anyone looking for a Financial Partner.

Highly recommend!