"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."

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.

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.

I did not even know where to start to… I did not even know where to start to find the advisor I needed for my situation. Paul with Zoe did a wonderful job asking me questions to gather all the necessary information to set me up with the right advisors to talk with. They were both a very strong match for my situation. Preston was on top of things sending meeting reminders with the zoom links for easy access and touching base after each meeting with the advisor to see how I felt. Those two made this process very easy and I am sure I am coming out with a better advisor than I would have ended up with if I did it on my own. I hope I am right and am ready to get started with the new advisor.

Zoe Financial - First Time Advisory Search I found Zoe Financial to be immensily valuable in my Financial Advisory search. I'm just starting my financial journey, and came in with little understanding of the firms or partnerships offered. Brooke took the time to understand the specifics of what I was looking for and what type of partnership would benefit me most at this stage in my journey. I appreciated that the 3 firms she set me up with presented a diversity of options, all with reputable services.