Zoe Financial has been an excellent resource. Paul found the perfect Financial Advisor for us and all the way through the process has been responsive, knowledgeable, and easy to talk to. We initially interviewed two companies. After the interviews, we carefully choose our financial partner. The implementation stage went well, however as we moved forward, the Financial Advisor did not respond to our repeated emails and calls. We contacted Paul at Zoe and he acted immediately. He apologized and explained this was not the expectation of their partners. He let us know we would get a full refund (we did). The same day he recommended another company and set up an appointment with them for the next week. We met with the new company and felt comfortable with the Financial Advisor right away. We have been with the new company a little over 2 months and the fit is perfect. Paul knew us well enough to choose a Financial Advisor that met and exceeded our needs, saving us many hours of research and aggravation. We would not have found a Financial Advisor this good without Zoe. Zoe made the process easy and enjoyable – I would recommend their service to anyone looking for a Financial Partner.
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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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