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.

Seamless Introduction to Financial Advisors: A First-Timer's Perspective with Zoe's Client Manager Zoe's client manager worked with us diligently to explore different options for financial advisors. For us, who were engaging with financial advisors for the first time, it was a great resource to be able to find the right person to start with. We could talk with multiple advisors and select the best that meets our needs. This guidance made the process smoother and more accessible for us as first-time participants in financial advisory services.

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.

I was matched with a financial planner… I was matched with a financial planner with Zoe Financial over 2 years ago. The experience was great and they provided several good options for interviews. The fee structure was very clear and reasonable. The advisor I chose has been fantastic and meets with me quarterly to discuss all my investments, taxes and life planning strategies. Met with my advisor today and he is doing very well with my returns. I would recommend Zoe and their advisors to anyone that wants an independent advisor not tied to selling you their products.

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!