Zoe connected me with a financial advisor that I wouldn’t have found on my own. Not every one of the matches was a good fit but one was perfect.
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Lees wat reviewers zeggen
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... Toon meer
I did not want to hear from Zoe after finding out they were a referral service, so I didn't click submit after filling the online form and reading the fine print. They still reached out to me and si... Toon meer
Bedrijf heeft geantwoord
Wish there were more female and POC advisors to choose from. I interviewed three FAs (two white men, one white woman). They were all professional, but one of the men seemed unsure of how to connect wi... Toon meer
Bedrijf heeft geantwoord
Bedrijfsgegevens
Geschreven door het bedrijf
Zoe is the modern wealth platform that allows you to find, hire, and work with vetted fiduciary financial advisors. Zoe’s mission is to help grow and protect wealth through exceptional client experience and innovative technology. Through Zoe’s platform, you can connect with financial advisors across the United States based on your unique financial situation.
Contactgegevens
666 3rd Avenue, 10017, New York, Verenigde Staten
- (646) 680-9244
- marketing@zoefin.com
- zoefin.com
4,7
Uitstekend
90 reviews
Heeft 100% van zijn negatieve reviews beantwoord
Reageert doorgaans pas na meer dan 1 maand
Zo gebruikt dit bedrijf Trustpilot
Ontdek hoe ze hun reviews verzamelen, beoordelen en modereren.
Help Every Step Along the Way
As someone new to this process, I was given good explanations into what services are provided, what questions to ask to evaluate advisors and had lots of assistance walking me through the process. Highly recommend!
1 maart 2023
Review zonder uitnodiging
Antwoord van Zoe Financial
Thank you so much for sharing your experience with us! We're so glad to hear that you found our guidance helpful in your search. If you have any further questions or need assistance in the future, please don't hesitate to reach out. We're here to support you every step of the way!
The Search Made Easier
The quality of the three referrals were top notch, I feel I could have thrown darts and not gone wrong. The choices were good enough that the final decision was subjective, I chose an advisor closer to my age.
27 februari 2023
Review zonder uitnodiging
Antwoord van Zoe Financial
Hi Roger, thank you so much for sharing your experience with us! We're so glad to hear that the advisors you spoke with exceeded your expectations. If you ever need further assistance, don't hesitate to reach out. Thanks again for trusting us with your search!
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.
7 februari 2023
Review zonder uitnodiging
Antwoord van Zoe Financial
Hi Hunter, thanks so much for taking the time to share your experience with us! We're thrilled to hear that Brooke was able to guide you through your first financial advisory search with such positive results. Your trust in Zoe Financial means a lot, and we're always here for any further assistance on your financial journey!
Zoe Fin connected me to the perfect firm!
I had been searching for a financial advisory and tax firm all in one that would work with my unique situation for two years. Reece of Zoe Financial helped me find one within two days! I could not be happier or more grateful to have been connected.
12 november 2022
Review zonder uitnodiging
Antwoord van Zoe Financial
Thank you for leaving a review on Zoe Financial, Asia. Happy to hear you had a positive experience. We appreciate your support.
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.
20 juli 2022
Antwoord van Zoe Financial
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!
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.
17 juli 2022
Antwoord van Zoe Financial
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
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.
12 juli 2022
Antwoord van Zoe Financial
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
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
12 juli 2022
Antwoord van Zoe Financial
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
Amazing platform
Amazing platform! Matched us with the perfect advisor and got our financial plan on the right path
9 juli 2022
Antwoord van Zoe Financial
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
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.
8 juli 2022
Antwoord van Zoe Financial
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
Amazing experience
Great experience, personalized service and life changing financial advice.
8 juli 2022
Antwoord van Zoe Financial
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
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!
8 juli 2022
Antwoord van Zoe Financial
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
Antwoord van Zoe Financial
Thank you for sharing, Ryan! So glad you had a great experience. Thanks for using Zoe in your search!
Best place to find great advisors
The platform helped me find a great advisor. Whole process was smooth and quick. I would recommend this to anyone looking for competent, experienced and trust worthy advisors.
8 juli 2022
Antwoord van Zoe Financial
Thank you for the amazing review, Pankaj! Your experience is exactly what Zoe Financial embodies. We are so happy we could help you find the right advisor and are always here as a resource if you need anything!
-Zoe Financial
Great experience very dilligent and…
Great experience very dilligent and professional thanks alot Peter
7 juli 2022
Review zonder uitnodiging
Antwoord van Zoe Financial
Thank you for both of your reviews, James! I am glad we were able to connect and determine that you had a great experience with Peter and found the services helpful. If you ever need any additional assistance, please let me know!
-Zoe Financial
I have not sent my info to the person I…
I have not sent my info to the person I was paired with but plan to soon. He did a great job though as did your referral system.
7 juli 2022
Antwoord van Zoe Financial
Thanks for the great review, Arturo! We are so glad to hear that we connected you with the right advisor. Cheers to your financial success!
-Zoe Financial
I am so glad I found Vincere Wealth…
I am so glad I found Vincere Wealth through Zoe. Great financial advisors including for crypto!
6 juli 2022
Antwoord van Zoe Financial
Great to hear, Laura! Glad we were able to help you find the right advisor. We know everyone’s needs in an advisor are unique and we are so happy we could help you find the perfect match!
-Zoe Financial
Zoe hooked me up with Glen Monroe who…
Zoe hooked me up with Glen Monroe who is excellent! Very knowledgeable, helpful and supportive.
6 juli 2022
Antwoord van Zoe Financial
Thank you for the review, Kim! We're thrilled you had great experience and that Glen is the right advisor for your needs. We put client satisfaction as our top priority and your review reaffirms our commitment.Thanks for your kind words, we are always here to help if you need anything!
-Zoe Financial
I found an advisor I'm extremely happy…
I found an advisor I'm extremely happy with and have been working with for 6 months now.
5 juli 2022
Antwoord van Zoe Financial
Thank you so much for sharing your experience, Xander. 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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