Very pleased with my Zoe experience I was very pleased with my Zoe experience. We met several advisors through the platform, and all of them were excellent. Our biggest issue was figuring out which one to select, since they all seemed qualified, personable, and professional. Our client manager Maddy was also very attentive.

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!!

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 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!

My experience with Zoe was very… My experience with Zoe was very positive. The people I spoke with were knowledgeable and very helpful. It was a good experience for me as a person who did not know where to start with my financial planning. It was so easy!