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.
First-time homebuyers & needed advice! Thank you, Zoe!
Moving to a new city and being first-time homebuyers, my husband and I needed objective, transparent advice on how to navigate this transition in our lives. We couldn't be more thankful to have come across Zoe Financial, as we ultimately relied on their process to find the perfect fiduciary advisor for us and our situation. We found the process to be hands-on, educational, and extremely well-suited to our specific needs. We'd highly recommend Zoe to anyone seeking financial independence - can't thank them enough!
5 juli 2022
Review zonder uitnodiging
Antwoord van Zoe Financial
Thanks for the excellent review, Rachel! So happy to hear that we were able to help guide you through your search and connect you with the best truly fiduciary advisor for you and your husband. The financial advising industry is often intentionally misleading and designed to steer clients towards buying expensive investment products that aren’t the best option for them and we are working hard to change that!
-Zoe Financial
I was skeptical about using any kind of…
I was skeptical about using any kind of online service to find a financial planner (feared an upsell) but I gave it a chance and so glad I did. I got a call and told the guide exactly what I was looking for, which was a financial plan to guide me to retirement, but I wasn't looking for a long-term advisor or investment advice. He then sent me three excellent recommendations and I chose a certified financial planner based out of Phoenix that turned out to be a wonderful experience. Susan Koe of Better Money Decisions and I had a few Zoom calls and then she presented my comprehensive plan to me within 7 days! She answered all of my questions and was a wonderful source of advice. I would definitely recommend this service.
5 juli 2022
Antwoord van Zoe Financial
Courtney, thank you for the great review! We are so happy your experience was wonderful. Most sources for finding an advisor online can be overwhelming, but we pride ourselves on being the antithesis of that by providing a transparent resource for our clients! Please let us know if we can help any further!
-Zoe Financial
I got very little help
I got very little help. I got charged $365 and there was almost nothing told to me that I didn't already know. The advisor was on vacation the week prior to our meeting and I don't think he spent a lot of time analyzing our financial situation. He did not leave us with any paperwork. He did not look at our allocation of Investments and did not make a one time recommendation! I think I would like my money back or at least part of it!
5 juli 2022
Antwoord van Zoe Financial
Marcus, my sincerest apologies that your experience did not live up to the Zoe standard and I appreciate you sharing your candid feedback. I am glad that we were able to connect today and help remedy the situation and provide a refund. We are always here as a resource.
-Zoe Financial
polite and professional
I got a very polite and professional text and then phone call about what I was looking for. The young man I spoke with was very helpful and upbeat. The person they referred me to worked out super well. Thank you.
5 juli 2022
Antwoord van Zoe Financial
Thank you for sharing your great experience, LJ! Professionalism and politeness are hallmarks of our service. We love hearing that you found the right advisor match and that your experience with Zoe was easy and helpful. P.s., your Advisor Guide, Tyler, said he really appreciates the kind words!
-Zoe Financial
Antwoord van Zoe Financial
Thanks for the great feedback, Jim! Very happy to hear we connected you with an advisor that was knowledgeable and helpful! Always here as a resource if you need anything in the future.
-Zoe Financial
Wish there were more female and POC…
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 with me because my wealth was (1) not generational and (2) not in the millions…yet. I ended up choosing a female FA because she was interested in helping with my life goals and retirement timeline just as much as my fiancé’s.
5 juli 2022
Antwoord van Zoe Financial
Jennifer, thank you so much for your feedback. We absolutely agree that female and POC advisors are underrepresented in the industry and we are always striving to support and increase their presence both in the advisor community and our network. We are proud that our representation of female and POC advisors is higher than the industry average, but we will certainly not settle for that. Great to hear that you found the right advisor to help plan for you and your fiancee’s life and retirement goals! If we can be of any further assistance, please let us know.
-Zoe Financial
Zoe's three advisors…
We talked with the three advisors suggested by Zoe Financial and we really clicked with one of them so we are off and running.
5 juli 2022
Antwoord van Zoe Financial
Tomlin, your feedback is much appreciated! Glad that we connected you with an advisor that you clicked with and are making progress towards your financial goals. If you ever need anything else, just let us know!
-Zoe Financial
Uses great software to upload info and…
Uses great software to upload info and provide reports to visualize. Qualified experienced consultant that provided advice and recommendations.
5 juli 2022
Antwoord van Zoe Financial
Thanks for the excellent review, Jerry! We work hard to meet expectations like yours, and we’re happy to hear we hit the mark. Always here as a resource if you need further assistance!
-Zoe Financial
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