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

Colin R.
Jul 20, 2022
Very professional
A quick and precise service that made finding a qualified financial advisor who met my exact needs much easier than I could have imagined.
Response from Zoe FinancialMar 11, 2024
Thank you Colin, we're so glad to hear you had a positive experience! We're committed to providing quick and hassle-free experience for our clients, and we're thrilled to have been able to make your search easier. If you ever need further assistance, don't hesitate to reach out - we’re always here as a resource!
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Neil
Jul 17, 2022
Extremely helpful in finding my financial advisor
Extremely helpful in finding my financial advisor. I got recommendations for three financial advisors of whom I picked one. They were all relatively good but I picked one that worked with my ideals and dreams.
Response from Zoe FinancialJul 18, 2022
Neil, thank you so much for sharing your experience! We appreciate you taking the time and we are glad we could connect you with your perfect advisor. We count ourselves lucky to work with clients such as yourself. Always here if you need any further assistance! -Zoe Financial
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David T.
Jul 12, 2022
New financial advisor
Great service to hook me up with Rob DeLucas at Afton Advisors. Rob has been awesome as we worked through a few items like buying a house.
Response from Zoe FinancialJul 12, 2022
Thanks for the great review, David! Glad we were able to connect you with the right advisor and you have been able to start accomplishing your financial goals! -Zoe Financial
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Kelly
Jul 12, 2022
I was looking for a Certified Financial Planner
I was looking for a Financial Advisor but didn't know where to stat. I knew we needed a reputable person, flat fee based, which was difficult to find in my area. Zoe helped us find the perfect fit for our situation. Very happy with their service
Response from Zoe FinancialJul 12, 2022
Thank you for sharing your experience and glad it was excellent, Kelly! We love hearing that you found the perfect advisor and that your experience with Zoe was easy and helpful. -Zoe Financial
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Kevin M.
Jul 9, 2022
Amazing platform
Amazing platform! Matched us with the perfect advisor and got our financial plan on the right path
Response from Zoe FinancialJul 12, 2022
Thanks so much for the great review, Kevin! Glad we were able to connect you with the perfect advisor and help you get on the right path. Thank you for using Zoe in your search! -Zoe Financial
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Rick
Jul 8, 2022
Can't recommend Zoe enough
Can't recommend Zoe enough. They helped me and my wife find the right advisor for our retirement needs. Their concierge team was extremely helpful in taking the time to learn about our situation to help pair us with 2 advisors to interview. The best part is that they didn't sell my contact information to a bunch of advisors. Only if I booked a consultation would an advisor get access to my contact information. I had used other services in the past and immediately regretted it. The quality of advisors on Zoe seems to be much higher than what I've seen elsewhere. No one tried to sell me products, or provide cookie-cutter advice. Every advisor was a fiduciary and CFP professional. Both advisors I interviewed were qualified and professional, making it a tough decision on who to hire. We are satisfied with our choice and have been working with them for several years now. Highly recommend.
Response from Zoe FinancialJul 8, 2022
Rick, thank you so much for the amazing review! It was our pleasure to assist you and your family in your advisor search. We pride ourselves on the quality of our advisors. Our concierge team is dedicated to making the search process seamless for our clients and I am glad that your experience reflects that! -Zoe Financial
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Zaira A.
Jul 8, 2022
Amazing experience
Great experience, personalized service and life changing financial advice.
Response from Zoe FinancialJul 8, 2022
Thank you so much for the kind words, Zaira! We know everyone’s financial needs are unique and how important personalization is to accomplishing your financial goals. Always here if you need any further assistance! -Zoe Financial
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Tom H.
Jul 8, 2022
Financial Advisors Hand Picked for You!
I was able to identify a highly qualified unbiased financial advisor through Zoe to start to plan for college tuitions and retirement!
Response from Zoe FinancialJul 8, 2022
Thanks for sharing, Tom! We're thrilled you had great experience and that you found the truly fiduciary advisor that fits your needs. Thanks for your kind words, we are always here to help if you need anything! -Zoe Financial
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