Zoe Financial Reviews | Read Customer Reviews of zoefin.com

Zoe Financial Reviews | Read Customer Reviews of zoefin.com

Zoe Financial reviews

Showing 85 reviews with 5 stars · Clear filters

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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Dave D.
Jul 13, 2023
Brooke was great to work with
Brooke was great to work with. She helped find the right fit for our needs. Liked the fact that I did not have all sorts of calls. She provided potential fits and I could research them and than call them.
Response from Zoe FinancialMar 11, 2024
Hi Dave, Thank you for your thoughtful feedback! We're delighted to hear that Brooke was able to effectively assist you in finding the right fit. Should there be any way we can help out later, don't hesitate to reach out. Thanks again for trusting Zoe with your search!
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Jason S.
Jul 11, 2023
Very pleased with my Zoe experience
I was very pleased with my Zoe experience. We met several advisors through the platform, and all of them were excellent. Our biggest issue was figuring out which one to select, since they all seemed qualified, personable, and professional. Our client manager Maddy was also very attentive.
Response from Zoe FinancialMar 11, 2024
Hi Jason, thank you for your review. Sounds like a good problem to have! We are happy that your interviews with these advisors were positive and that you felt the options were all great. If you need anything else please let us know.
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Dear C.
Jul 7, 2023
I was able to find the right Fiduciary …
I was able to find the right Fiduciary for me with the help from them. So lucky to found them, as I can't believe how hard it can be to find exactly what I need. They made it happen and the experience easy!!!
Response from Zoe FinancialMar 11, 2024
Thank you so much for sharing your experience with us! Simplifying the process to find and hire an advisor is our top priority, and we're so happy to hear you had a positive experience! If you ever have more questions, don't hesitate to reach out - we’re here as a resource for you!
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