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

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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Hunter I.
Feb 24, 2023
Zoe Financial - First Time Advisory Search
I found Zoe Financial to be immensily valuable in my Financial Advisory search. I'm just starting my financial journey, and came in with little understanding of the firms or partnerships offered. Brooke took the time to understand the specifics of what I was looking for and what type of partnership would benefit me most at this stage in my journey. I appreciated that the 3 firms she set me up with presented a diversity of options, all with reputable services.
Response from Zoe FinancialMar 11, 2024
Hi Hunter, thanks so much for taking the time to share your experience with us! We're thrilled to hear that Brooke was able to guide you through your first financial advisory search with such positive results. Your trust in Zoe Financial means a lot, and we're always here for any further assistance on your financial journey!
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Asia F.
Dec 20, 2022
Zoe Fin connected me to the perfect firm!
I had been searching for a financial advisory and tax firm all in one that would work with my unique situation for two years. Reece of Zoe Financial helped me find one within two days! I could not be happier or more grateful to have been connected.
Response from Zoe FinancialMar 11, 2024
Thank you for leaving a review on Zoe Financial, Asia. Happy to hear you had a positive experience. We appreciate your support.
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Ty M.
Aug 23, 2022
Good value
Great financial advice and help
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