I was matched with a financial planner… I was matched with a financial planner with Zoe Financial over 2 years ago. The experience was great and they provided several good options for interviews. The fee structure was very clear and reasonable. The advisor I chose has been fantastic and meets with me quarterly to discuss all my investments, taxes and life planning strategies. Met with my advisor today and he is doing very well with my returns. I would recommend Zoe and their advisors to anyone that wants an independent advisor not tied to selling you their products.

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.

excellent match making My advisor listened to what I was looking for in a financial advisor--fee only, supportive of progressive values--and picked the woman we are going to entrust our entire financial future to. I am very pleased with the recommendation. Zoe is paid on an ongoing basis by the advisors who match with clients via their referrals,so it benefits them to choose high quality advisors who will have long-term relationships with happy clients. So far, so good!

Highly Recommend Zoe for access to highly ranked financial advisors Excellent knowledge of financial advisor business and superior customer service. All of our questions were quickly answered and we are aligned with a firm that far exceeds our expectations.

"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."