Zoefin Reviews

My account is opay

Great experience personalized service and life changing financial advice

Great experience very dilligent and

Great experience very dilligent and professional thanks alot Peter

Good value

Great financial advice and help

Uses great software to upload info and

Uses great software to upload info and provide reports to visualize Qualified experienced consultant that provided advice and recommendations

Financial Advisors Hand Picked for You

I found an advisor I m extremely happy with and have been working with for 6 months now

I have not sent my info to the person I

I was able to identify a highly qualified unbiased financial advisor through Zoe to start to plan for college tuitions and retirement

Brooke was great to work with

I have not sent my info to the person I was paired with but plan to soon He did a great job though as did your referral system

Very professional

Brooke was great to work with She helped find the right fit for our needs Liked the fact that I did not have all sorts of calls She provided potential fits and I could research them and than call them