Name: zoefin.com
Telephone: 6466809244
Rating: 4.9

Lilia Montero Guest

McKenzie made my experience great

McKenzie made my experience great. I trusted her the first time I spoke with her. So knowledgeable and so friendly --I felt I found someone who cared about me. This may sound simple, but it is fundamental.Keep up the good work

Date of experience: Oct 10, 2025

Katie Whytock Guest

5 months ago

Zoe Financial scam email

I got an email from no-reply at notify.zoefin.com thanking me for joining them and to review an attached form. This was peculiar because I haven’t signed up for Zoe Financial. I believe this js a scam that needs fixing asap

Date of experience: Oct 03, 2025

Katie Galbraith Guest

5 months ago

Zoe Financial was a great resource as I…

Zoe Financial was a great resource as I started my journey and search for financial planning help. They helped set up great connections and their team is extremely communicative and helpful!

Date of experience: Sep 24, 2025

James Maple Guest

5 months ago

Zoe Financial Referals

My Zoe financial client manager, Paul, provided 2 great recommendations and I agreed to contract with one of them. Paul was very attentive and there to help interface with teh candidate firms, set up introductory meetings, useful tips snf feedback as I worked through my personal vetting process. It was also very reassuring to know that Zoe financial did a lot of the leg work for me by doing an extensive vetting of potential candidates before they refer them to clients. I highly recommend Zoe Financial if you are seeking a well qualified firm that matches your financial wealth management needs.

Date of experience: Sep 12, 2025

Customer Guest

6 months ago

Highly Recommend

We received 2 recommendations - both were great matches based on our needs. Preston @ Zoe was super helpful. Could not be happier with the level of service and quality, tailored recommendations. Thank you!

Date of experience: Aug 22, 2025

Connor R. Guest

8 months ago

a good referral that resulted in a hire

Date of experience: Jun 27, 2025

Reed Guest

8 months ago

a good referral that resulted in a hire

Date of experience: Jun 27, 2025

D4rKneX Guest

9 months ago

Lily

Lily was very help full and in finding a finical advisor. She talked me through the Esperance and after I had signed up with Breana she followed up with a phone call. That meant a lot. Thanks for your help

Date of experience: May 16, 2025

Medea J. Guest

9 months ago

Quick and easy, no upselling

Quick and easy process, well-informed financial advisors available in their roster. Several follow-ups during the process and after-sales care.

Date of experience: May 09, 2025

Jessica Guest

9 months ago

Zoe Financial makes finding a Financial Consultant easy!

Zoe Financial made the process of finding a Financial Consultant so easy. From setting up appts and following up with calls and emails. I highly recommend them.