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.

"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."

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.

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 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!