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!!

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.

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.

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!

I was looking for a Certified Financial Planner I was looking for a Financial Advisor but didn't know where to stat. I knew we needed a reputable person, flat fee based, which was difficult to find in my area. Zoe helped us find the perfect fit for our situation. Very happy with their service