Zoe Financial

666 3rd Avenue, 10017, New York, United States
image
4.75
Based on 20 Reviews

5

90.00%

4

5.00%

3

0.00%

2

0.00%

1

5.00%
About Zoe Financial

Tags
Contact Info

You need to Login first to submit your review.

image
Marcia Galloway
GB

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.

image
Jason Scherschligt
GB

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.

image
Peggy
GB

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!

image
Carol S
GB

Loved my experience with Zoe Loved my experience with Zoe! Paul contacted me very soon after I completed the questionnaire to fine tune the choices. Paul quickly set up appointments and checked in regularly during the process. Love the financial planner that I ultimately hired!!

image
astrid amaya
GB

"They focus solely on your benefit. "They did an excellent job not only revising our finances but also our various insurances. They provided us with valuable advice and assisted us in every step we took. They never attempted to push any sales on us, and we had the opportunity to speak with experts in each field."

We may use cookies or any other tracking technologies when you visit our website, including any other media form, mobile website, or mobile application related or connected to help customize the Site and improve your experience. learn more

Allow