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.

I was matched with a financial planner… I was matched with a financial planner with Zoe Financial over 2 years ago. The experience was great and they provided several good options for interviews. The fee structure was very clear and reasonable. The advisor I chose has been fantastic and meets with me quarterly to discuss all my investments, taxes and life planning strategies. Met with my advisor today and he is doing very well with my returns. I would recommend Zoe and their advisors to anyone that wants an independent advisor not tied to selling you their products.

"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."

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!

excellent match making My advisor listened to what I was looking for in a financial advisor--fee only, supportive of progressive values--and picked the woman we are going to entrust our entire financial future to. I am very pleased with the recommendation. Zoe is paid on an ongoing basis by the advisors who match with clients via their referrals,so it benefits them to choose high quality advisors who will have long-term relationships with happy clients. So far, so good!