Zoe Financial レビュー 90

Zoe connected me with a financial advisor that I wouldn’t have found on my own. Not every one of the matches was a good fit but one was perfect.

A Zoe representative contacted me after the initial web intake process and we discussed further options, which ultimately led me to find someone that I am very happy with.

McKenzie made my experience great. I trusted her the first time I spoke with her. So knowledgeable and so friendly --I felt I found someone who cared about me. This may sound simple, but it is fundamental.
Keep up the good work

I got an email from no-reply at notify.zoefin.com thanking me for joining them and to review an attached form. This was peculiar because I haven’t signed up for Zoe Financial. I believe this js a scam that needs fixing asap

Zoe Financial was a great resource as I started my journey and search for financial planning help. They helped set up great connections and their team is extremely communicative and helpful!

My Zoe financial client manager, Paul, provided 2 great recommendations and I agreed to contract with one of them. Paul was very attentive and there to help interface with teh candidate firms, set up introductory meetings, useful tips snf feedback as I worked through my personal vetting process. It was also very reassuring to know that Zoe financial did a lot of the leg work for me by doing an extensive vetting of potential candidates before they refer them to clients. I highly recommend Zoe Financial if you are seeking a well qualified firm that matches your financial wealth management needs.

We received 2 recommendations - both were great matches based on our needs. Preston @ Zoe was super helpful. Could not be happier with the level of service and quality, tailored recommendations. Thank you!

Zoe Financial helped me find great financial advisors and Preston was really helpful in making sure the process was easy and that I had more than one option to choose from. He was attentive and friendly and easy to work with. It was a great experience and I highly recommend!

Lily was very help full and in finding a finical advisor. She talked me through the Esperance and after I had signed up with Breana she followed up with a phone call. That meant a lot. Thanks for your help

Quick and easy process, well-informed financial advisors available in their roster. Several follow-ups during the process and after-sales care.

Zoe Financial made the process of finding a Financial Consultant so easy. From setting up appts and following up with calls and emails. I highly recommend them.

Beyond my imagining! I have had two negative experiences with advisors, and I am now confident I'm with the right person for my needs. They set up two interviews, and both were professional. One was exceptional! I completed my "intake" today. All good.

For years I hesitated working with a financial planner because I did not know how to find one. Using Zoe was easy and stressless. They walk you through the process, and provide advice on questions to ask potential advisors. Both professionals that Zoe recommended seemed top-notch and easy to talk to. The most difficult part of the process was deciding which to choose. Ultimately, I am confident that I have chosen a highly effective advisor who took the time to understand my needs and will provide the expertise to ensure my goals are met.

After being recommended Zoe Financial by one of the Money Newsletters I follow, I reached out and was guided through a non-pressure process to find a solution for our financial planning needs. We were matched to the incredible team at Captrust who have been able to capture the challenges of our international portfolio and guide us with a "no golf" policy so no pesky referral fees that can cloud what is the best independent advice for us. Thanks, Zoe - so far we are a marriage made in heaven.

I did not want to hear from Zoe after finding out they were a referral service, so I didn't click submit after filling the online form and reading the fine print.
They still reached out to me and since I was still in search mode remained open in hopes I would at least get an opinion of some value.
In the end the firm with whom they connected me was a perfect fit, providing comprehensive services not found elsewhere. I'll call it luck, but maybe not ! ?

I was hesitant at first in trusting the internet to find me a financial advisor but I will gladly say that Zoe financial and specifically Aiden Murphy my liason. Made the entire experience incredibly efficient and easy to get through compared to when I picked my first financial advisor myself. Hopefully I won't need another financial advisor but if when the time comes Zoe would be my first choice to find me a new one

i found Zoe on the internet and wasn't sure about them. But it turned out to be a great choice. Preston Buhrmaster found us two qualified financial advisors and guided us through the process. We are very satisfied with the help we received from Preston and Zoe Financial.Give them a try.

Zoe provided two well qualified advisors for me to consider. This made the process so much easier than trying to do it on my own.

Preston made contact with us next day, found several CFP's for us to have a phone conversation within the next 2 days. He listened to our needs and found 2 great candidates.