Zoe FinancialReviews of zoefin.com

I was matched with a financial planner with Zoe Financial over 2 years ago. The experience was great and they provided several good options for interviews. The fee structure was very clear and reasonable. The advisor I chose has been fantastic and meets with me quarterly to discuss all my investments, taxes and life planning strategies. Met with my advisor today and he is doing very well with my returns. I would recommend Zoe and their advisors to anyone that wants an independent advisor not tied to selling you their products.

Great service

Awesome product and experience!

Zoe's client manager worked with us diligently to explore different options for financial advisors. For us, who were engaging with financial advisors for the first time, it was a great resource to be able to find the right person to start with. We could talk with multiple advisors and select the best that meets our needs. This guidance made the process smoother and more accessible for us as first-time participants in financial advisory services.

If I could give Zoe 10 stars, I would. I worked with Paul. He was sincerely committed to finding the best fitting Financial Advisor for me. And he succeeded. In addition, he was responsive, knowledgeable and committed to listening and HEARING what my preferences were in an Advisor. I highly recommend Zoe, especially Paul, to pair you with the perfect person to work with you. Thank you Zoe and Paul. Teri Gottlieb

My advisor listened to what I was looking for in a financial advisor--fee only, supportive of progressive values--and picked the woman we are going to entrust our entire financial future to. I am very pleased with the recommendation. Zoe is paid on an ongoing basis by the advisors who match with clients via their referrals,so it benefits them to choose high quality advisors who will have long-term relationships with happy clients. So far, so good!

"They did an excellent job not only revising our finances but also our various insurances. They provided us with valuable advice and assisted us in every step we took. They never attempted to push any sales on us, and we had the opportunity to speak with experts in each field."

Loved my experience with Zoe! Paul contacted me very soon after I completed the questionnaire to fine tune the choices. Paul quickly set up appointments and checked in regularly during the process. Love the financial planner that I ultimately hired!!