Seamless Introduction to Financial Advisors: A First-Timer's Perspective with Zoe's Client Manager Zoe's client manager worked with us diligently to explore different options for financial advisors. For us, who were engaging with financial advisors for the first time, it was a great resource to be able to find the right person to start with. We could talk with multiple advisors and select the best that meets our needs. This guidance made the process smoother and more accessible for us as first-time participants in financial advisory services.

Our contact was very helpful in hearing… Our contact was very helpful in hearing out our needs and working to match us with individuals she felt would have the expertise we required. Our work with her was haulted a few times due to some challenges in our family, but she remained connected and patient throughout.

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.

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!

Loved my experience with Zoe Loved my experience with Zoe! Paul contacted me very soon after I completed the questionnaire to fine tune the choices. Paul quickly set up appointments and checked in regularly during the process. Love the financial planner that I ultimately hired!!