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.

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.

"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."

If I could give Zoe 10 stars I would. If I could give Zoe 10 stars, I would. I worked with Paul. He was sincerely committed to finding the best fitting Financial Advisor for me. And he succeeded. In addition, he was responsive, knowledgeable and committed to listening and HEARING what my preferences were in an Advisor. I highly recommend Zoe, especially Paul, to pair you with the perfect person to work with you. Thank you Zoe and Paul. Teri Gottlieb

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.