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.

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

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."

Seamless Introduction to Financial Advisors: A First-Timer's Perspective with Zoe's Client Manager Zoe's client manager worked with us diligently to explore different options for financial advisors. For us, who were engaging with financial advisors for the first time, it was a great resource to be able to find the right person to start with. We could talk with multiple advisors and select the best that meets our needs. This guidance made the process smoother and more accessible for us as first-time participants in financial advisory services.