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.

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!

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.

I had an excellent experience working… I had an excellent experience working with Paul to find the right advisor for my needs. He was very helpful and made me feel very comfortable in choosing someone to help me with my financial needs.

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!