"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."

Such an easy and pleasant process Zoe took all the work out of finding a financial planner. Paul was friendly, attentive, and set up my meetings so quickly. I'm really happy with the planner I found through Zoe, and I would recommend the company to anyone looking for help finding a financial professional.

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 had an excellent experience working… I had an excellent experience working with Paul to find the right advisor for my needs. He was very helpful and made me feel very comfortable in choosing someone to help me with my financial needs.

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