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.

Very pleased with my Zoe experience I was very pleased with my Zoe experience. We met several advisors through the platform, and all of them were excellent. Our biggest issue was figuring out which one to select, since they all seemed qualified, personable, and professional. Our client manager Maddy was also very attentive.

My experience with Zoe was very… My experience with Zoe was very positive. The people I spoke with were knowledgeable and very helpful. It was a good experience for me as a person who did not know where to start with my financial planning. It was so easy!

Highly Recommend Zoe for access to highly ranked financial advisors 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 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.