Zoe Financial Reviews 90

Our client manager Aidan was on top of every step of the process: From listening to our needs and goals to ensuring we found the right financial advisor for us. Great experience!

Great model and I am impressed with everyone's professionalism and attention to detail.

I am happy with my decision and I would recommend contacting Trinity at Zoe as you work through your decision making. It has made my experience much easier in an otherwise difficult process.

Paul was patient and I ended up with a great match! It has been 6 months with my financial advisor and really could not be happier. Everything is in place and moving forward.

I’m extremely impress by the service 8 received from Paul and Christian. Christian had a lot of knowledge and patience. It took 2 meetings to go over all the questions I had prepared to interview Christian and he was the first advisor recommended by Paul, but the 3rd advisor I spoked with, outside of Zoe, before I decided to go with him. So far I’m extremely happy.

The turn around from completing the questionnaire and the results was fast. The fact that they set up the initial meeting on your schedule was very nice. The added contact person asking you how the process is going and being willing to talk personally to help make a decision or clarify things is a wonderful bonus. I am very happy with how the entire process went and how fast I was able to find a company/advisor I feel comfortable with.

Preston Buhrmaster was " excellent" in helping me vet the right fiduciary advisor. He was "was very helpful beyond my expectations." He was exceptional in attention to needs and the professional help I was seeking.

Have had a great experience with Zoe Financial and Aidan. He did a great job following up and getting details to align me with possible fits for a financial advisor and have found a great one that we’re excited to work with.

Zoe connected me to two excellent advisors, both of whom went above and beyond even just in our initial calls: Giving me advice, creating models tailored to my portfolio, spending hours with me on the phone and in-person, and beyond—all without any money changing hands or contracts being signed. I've since signed on with one of them, and I'm thrilled. Work with Zoe—there's nothing to lose, and everything to gain.

I had never heard of Zoe Financial, but saw their recommendation through Forbes and through some quick research on Google and Reddit I found nothing but positive reviews from both the customer and financial advisor side. I can say my experience would substantiate those reviews. Their initial online screening tool was pretty good, but what really set them apart was that I got a follow up phone call after completing the survey (from a number clearly labeled as being from Zoe Financial so I knew it wasn’t spam). In that call, I was able to provide a lot more detail on our situation and stage of life, and from that call got more personalized recommendations that ended up being absolutely spot on. Zoe provided great communication throughout the process, including checking in after our first call to see if the recommended advisor had been a fit and if our second call was still necessary. When we told them that we thought we found the fit, they canceled that second meeting for us. Overall their communication and professionalism throughout the whole experience was top-notch, and their personalized recommendation ended up being perfect for us. There is no way we would’ve found this advisor without them, and there is a level of reassurance knowing that screening has been provided for you from what appears to be a reputable source.

They were very communicative, and we are very pleased with the financial advisor that was ultimately recommended to us.

So glad we decided to work with Zoe Financial and specifically Paul C. He was very supportive and guided us through the process of finding a quality CFP professional in our area. Communication and follow up could not have been better. Thank you again!

We were looking for a financial advisor for a while. Within minutes on Zoe, we were able to find, review and book a great candidate.

Paul made the process of finding a CFP so easy. I was a bit overwhelmed but he listened to my needs, provided me options and was there to answer all of my questions throughout the process. He was professional, courteous and had just the right amount of follow-up to keep things moving along. Thanks Paul!

I have to say that Paul from Zoe gave me two great companies to see if they would work for me and my husband. We felt the the TEAM at creative planning would work the best for us Arnold along with David put together a great portfolio showing us how they would make our money work for us. I can honestly say the we can retire and do so with confidence in our future. The attention to detail was great and we both learned so much.

Great company to go through if you're overwhelmed with thr selection of financial advisors. Zoe was able to easily match me with potential advisors in their network based on my specific preferences and needs, and I was ultimately able to find an advisor. Thanks Zoe!

Really enjoyed working with Zoe. Paul took the time to understand our needs / interests and found us 3 advisors to potentially work with. I appreciated that no advisors get commission from products and that Paul offered personal assistance in finding an advisor we liked. We ultimately went with one suggestion and have been happy with the selection so far.

Excellent knowledge of financial advisor business and superior customer service. All of our questions were quickly answered and we are aligned with a firm that far exceeds our expectations.

I did not even know where to start to find the advisor I needed for my situation. Paul with Zoe did a wonderful job asking me questions to gather all the necessary information to set me up with the right advisors to talk with. They were both a very strong match for my situation. Preston was on top of things sending meeting reminders with the zoom links for easy access and touching base after each meeting with the advisor to see how I felt. Those two made this process very easy and I am sure I am coming out with a better advisor than I would have ended up with if I did it on my own. I hope I am right and am ready to get started with the new advisor.

Zoe Financial has been an excellent resource. Paul found the perfect Financial Advisor for us and all the way through the process has been responsive, knowledgeable, and easy to talk to.

We initially interviewed two companies. After the interviews, we carefully choose our financial partner. The implementation stage went well, however as we moved forward, the Financial Advisor did not respond to our repeated emails and calls. We contacted Paul at Zoe and he acted immediately. He apologized and explained this was not the expectation of their partners. He let us know we would get a full refund (we did). The same day he recommended another company and set up an appointment with them for the next week.

We met with the new company and felt comfortable with the Financial Advisor right away. We have been with the new company a little over 2 months and the fit is perfect. Paul knew us well enough to choose a Financial Advisor that met and exceeded our needs, saving us many hours of research and aggravation. We would not have found a Financial Advisor this good without Zoe. Zoe made the process easy and enjoyable – I would recommend their service to anyone looking for a Financial Partner.

Highly recommend!