Off to a Good Start I appreciated getting the call from Brooke Thomas to further refine what I was looking for in an advisor. I was impressed with the two sent to me and could have chosen either after speaking initially to both. Of course proof is in the pudding on how satisfied I will be with the advisor I chose but I think I'm off to a good start. Thanks Brooke !

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.

If I could give Zoe 10 stars I would. If I could give Zoe 10 stars, I would. I worked with Paul. He was sincerely committed to finding the best fitting Financial Advisor for me. And he succeeded. In addition, he was responsive, knowledgeable and committed to listening and HEARING what my preferences were in an Advisor. I highly recommend Zoe, especially Paul, to pair you with the perfect person to work with you. Thank you Zoe and Paul. Teri Gottlieb

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!

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