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.

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 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.

Excellent resource, trusted advisor, great financial matches Zoe Financial has been an excellent resource. Paul found the perfect Financial Advisor for us and all the way through the process has been responsive, knowledgeable, and easy to talk to. We initially interviewed two companies. After the interviews, we carefully choose our financial partner. The implementation stage went well, however as we moved forward, the Financial Advisor did not respond to our repeated emails and calls. We contacted Paul at Zoe and he acted immediately. He apologized and explained this was not the expectation of their partners. He let us know we would get a full refund (we did). The same day he recommended another company and set up an appointment with them for the next week. We met with the new company and felt comfortable with the Financial Advisor right away. We have been with the new company a little over 2 months and the fit is perfect. Paul knew us well enough to choose a Financial Advisor that met and exceeded our needs, saving us many hours of research and aggravation. We would not have found a Financial Advisor this good without Zoe. Zoe made the process easy and enjoyable – I would recommend their service to anyone looking for a Financial Partner.

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!