Zoe Financial Reviews | Read Customer Reviews of zoefin.com

Zoe Financial Reviews | Read Customer Reviews of zoefin.com

Zoe Financial reviews

90 approved reviews, newest moderated first

Lyn W.
Nov 18, 2023
excellent match making
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!
Response from Zoe FinancialMar 11, 2024
Hi Lyn, thank you for sharing your experience. We're thrilled that you found a match with an advisor who aligns with your values and meets your needs. Your satisfaction is our priority, and we're committed to fostering long-term relationships with happy clients.
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astrid A.
Nov 6, 2023
"They focus solely on your benefit.
"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."
Response from Zoe FinancialMar 11, 2024
We appreciate your review, Astrid. We're delighted to hear about your experience with Zoe. It is critical to us to assist you with your finances and insurance needs and provide valuable advice every step of the way. We always prioritize our clients' interests. Do not hesitate to reach out if there is anything else we can help with.
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Carol S.
Oct 14, 2023
Loved my experience with Zoe
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!!
Response from Zoe FinancialMar 11, 2024
Thank you for sharing your experience, Carol! This is great to hear. We are happy you felt taken care of and that Paul reached out promptly to refine your options and efficiently schedule appointments while keeping in touch throughout the process. Most importantly, we are thrilled that we were able to assist you in finding a financial planner who suits your needs.
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Peggy
Aug 30, 2023
My experience with Zoe was very…
My experience with Zoe was very positive. The people I spoke with were knowledgeable and very helpful. It was a good experience for me as a person who did not know where to start with my financial planning. It was so easy!
Response from Zoe FinancialMar 11, 2024
Hi Peggy! Thank you for sharing your positive experience with Zoe Financial! It's great to hear that our team provided knowledgeable and helpful assistance, making your financial planning journey smooth. It's great to know that we could simplify the process for you, especially as someone new to financial planning.
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Rachel O.
Aug 20, 2023
Such an easy and pleasant process
Zoe took all the work out of finding a financial planner. Paul was friendly, attentive, and set up my meetings so quickly. I'm really happy with the planner I found through Zoe, and I would recommend the company to anyone looking for help finding a financial professional.
Response from Zoe FinancialMar 11, 2024
Hi Rachel, we greatly appreciate your positive feedback! At Zoe, you are our priority, and it is great to hear that Paul assisted you with attentive service and facilitated a swift connection with a financial planner. Please feel free to reach out if you require further assistance or have additional questions.
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CB
Aug 10, 2023
Our contact was very helpful in hearing…
Our contact was very helpful in hearing out our needs and working to match us with individuals she felt would have the expertise we required. Our work with her was haulted a few times due to some challenges in our family, but she remained connected and patient throughout.
Response from Zoe FinancialMar 11, 2024
Thank you for your time in leaving us a review of your experience with Zoe Financial. You deserve nothing less, at Zoe, we prioritize you and your needs and that includes understanding your timeline and situation. We’re here to help!
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abdulrahman A.
Aug 4, 2023
My account is opay
My account is opay
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Ahmet T.
Jul 31, 2023
I had an excellent experience working…
I had an excellent experience working with Paul to find the right advisor for my needs. He was very helpful and made me feel very comfortable in choosing someone to help me with my financial needs.
Response from Zoe FinancialMar 11, 2024
Hi Ahmet, thank you so much for your kind words! We're thrilled to hear that Paul provided you with an excellent experience in finding the right advisor for your needs. If you have any further questions or need ongoing assistance, don’t hesitate to reach out. We appreciate you trusting us with your search!
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