Zoe Financial

I was so lost trying to find the right advisor for me. Paul at Zoe did a great job asking questions to find out what I needed. He set me up with the right advisors. Preston sent meeting reminders and checked in after each meeting. They made it easy. I think I've got a better advisor now. Ready to start.

Great grasp of financial advisor stuff and really good service. Got our questions answered fast and we're happy with a company that's way above what we thought.

I wish there were more female and POC advisors to pick. I talked to three FAs (two white men, one white woman). They were professional, but one man didn't know how to connect because my wealth wasn't generational and not in the millions…yet. I picked a female FA as she cared about my life goals and retirement timeline as much as my fiancé’s.

I've been with Zoe Financial for over 2 years now, and it's been a positive experience. They connected me with a financial planner who gave me good options for interviews. The fees were clear and fair. My advisor has been great, meeting with me every few months to talk about my investments, taxes, and life plans. Today's meeting went well, and I'm happy with the returns. If you want an independent advisor who doesn't push their products, I'd suggest giving Zoe a try.

I received minimal assistance from the company, paying $365 for a meeting where I learned little beyond what I already knew. The advisor, recently back from vacation, seemed inadequately prepared and didn't thoroughly analyze our financial situation. No paperwork was provided, and there was no examination of our investment allocation or a single recommendation made. Considering the lack of value, I'm considering requesting a refund or a partial reimbursement.

I was hoping for more diversity among advisors. I spoke with three financial advisors, two white men, and one white woman. While they were all professional, one of the men struggled to relate to my non-generational and sub-million wealth. Opted for a female advisor who demonstrated genuine interest in my life goals and retirement plans, making her my preferred choice.

My advisor at Zoe attentively considered my preferences for a financial advisor—fee-only and aligned with progressive values. They recommended an advisor who perfectly aligns with our financial goals. I'm delighted with the choice. Zoe, compensated by advisors for successful referrals, ensures quality matches for long-term client satisfaction. Zoe's discerning selection has initiated a positive experience. So far, Plutus has met my expectations, and I look forward to a lasting relationship with our chosen financial advisor.