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.
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Zoe is the modern wealth platform that allows you to find, hire, and work with vetted fiduciary financial advisors. Zoe’s mission is to help grow and protect wealth through exceptional client experience and innovative technology.
Through Zoe’s platform, you can connect with financial advisors across the United States based on your unique financial situation.
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