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

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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JB
Jul 6, 2023
Matt from Zoe provided great options in…
Matt from Zoe provided great options in terms of potential advisors, and was always available to share insights and guidance. Highly recommend!
Response from Zoe FinancialMar 11, 2024
Hi JB, thank you so much for your kind words! We're so glad to hear that you had such a positive experience with Matt and found his guidance helpful in your search. Should you require any further assistance or have any questions, don't hesitate to reach out – we're here as a resource!
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Mikhail I.
Jun 25, 2023
Thanks for your amazing service
Thanks for your amazing service. You did a great job with my tax with my investment at cosechafx. Your advise has always been appreciated.
Response from Zoe FinancialMar 11, 2024
Hi Mikhail, thanks so much for your kind words! We're thrilled to hear that you had a great experience and that your advisor’s services are meeting expectations. Your satisfaction is our priority, and we're here whenever you need further assistance or guidance. Thanks again for choosing Zoe Financial!
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stephen B.
Mar 14, 2023
Off to a Good Start
I appreciated getting the call from Brooke Thomas to further refine what I was looking for in an advisor. I was impressed with the two sent to me and could have chosen either after speaking initially to both. Of course proof is in the pudding on how satisfied I will be with the advisor I chose but I think I'm off to a good start. Thanks Brooke !
Response from Zoe FinancialMar 11, 2024
We appreciate you taking the time to leave a review, Stephen! We are glad to hear working with Zoe was helpful.
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mdrake
Mar 8, 2023
Help Every Step Along the Way
As someone new to this process, I was given good explanations into what services are provided, what questions to ask to evaluate advisors and had lots of assistance walking me through the process. Highly recommend!
Response from Zoe FinancialMar 11, 2024
Thank you so much for sharing your experience with us! We're so glad to hear that you found our guidance helpful in your search. If you have any further questions or need assistance in the future, please don't hesitate to reach out. We're here to support you every step of the way!
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Roger T.
Feb 28, 2023
The Search Made Easier
The quality of the three referrals were top notch, I feel I could have thrown darts and not gone wrong. The choices were good enough that the final decision was subjective, I chose an advisor closer to my age.
Response from Zoe FinancialMar 11, 2024
Hi Roger, thank you so much for sharing your experience with us! We're so glad to hear that the advisors you spoke with exceeded your expectations. If you ever need further assistance, don't hesitate to reach out. Thanks again for trusting us with your search!
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