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Personal Loans > New York > New York > Zoe Financial

Zoe Financial W 34th St, New York

Financial planner
4.8
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(10)
+1 646-680-9244
https://www.zoefin.com/
31 W 34th St, New York, NY 10001, United States
SaturdayOpen 24 hoursOPEN
  • SaturdayOpen 24 hours
  • SundayOpen 24 hours
  • MondayOpen 24 hours
  • TuesdayOpen 24 hours
  • WednesdayOpen 24 hours
  • ThursdayOpen 24 hours
  • FridayOpen 24 hours

Services

  • Estate Planning
  • Financial Planning
  • Investment Advising
  • Wealth Management
  • Active Investing
  • Asset Allocation
  • Career Management
  • Charity Donating
  • Deferred Compensation Plan
  • Defined Contribution Plans
  • Diversified Portfolio
  • Due Diligence

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Reviews

4.8 stars based on 10 reviews

  • R

    Rachel Sosnowski
    5

    Zoe Financial made it so easy to find the right advisor for my situation and they had no ulterior motives. I even had a chance to meet with my recommended advisors VIRTUALLY, which made me feel much more comfortable. I can't say enough about the quality of Zoe's advisors and the responsiveness & knowledge of the whole team. A FANTASTIC customer experience. Would recommend to anyone in need of financial planning.

  • Z

    Zaira Amaya
    5

    My husband and I are amazed at the ease and efficiency of the whole process with Zoe! They assigned us an advisor who perfectly matches our financial situation and our professional field. We have peace of mind now knowing that we have a plan to pay-off debt and secure our retirement and even better, we understand it!

  • A

    Alejandro Garcia-Amaya
    5

    Finding a financial advisor was a pain until my wife and I used Zoe. Would recommend them 100%. We are super happy knowing the best of the best have our back.

  • R

    Robin Merritt
    5

    Phenomenally easy to use coupled with a world-class support team! Highly vetted advisors - you literally can't find this type of quality control with any company out there. Highly recommend ZoeFin for your financial needs.

    Response from the owner

    Thank you Robin! We appreciate your feedback. Glad to hear you've enjoyed your experience using Zoe!

  • R

    Ronald Chironna
    4

    Zoe Financial recommended and connected us to a financial advisor that is working closely with us in a friendly, professional manner and who is making the most of our assets.

  • J

    Jody Nichilo
    5

    I was contacted by one of your Financial Advisors and moved my account from TD Ameritrade to Futureyouwealth. Me. Ryan Sterling has already helped me by getting old accounts back, which were sold by TD Ameritrade, without my understanding. I trust Mr. Sterling’s acumen and to date I’m very happy

  • J

    Julian Stein
    5

    For those looking for a financial advisor Zoe made it very user friendly and easy to use. Thanks to the team for all their help!

    Response from the owner

    Hi Julian- We appreciate your feedback and are glad to hear you've had a positive experience using Zoe!

  • A

    Astrid Amaya
    5

    Zoe made the process of hiring an advisor very easy. The quality of advisors was the best.

  • V

    Vernon Thomas
    5

    Lauren @ Zoe Financial came up w/a great plan for us. This is a great company! Thanks Lauren. S. Johnson

  • A

    Anuraag Kodali
    5

    Have done a great job finding advisors that get my situation and work towards my best interest, not their own. Highly recommend!

    Response from the owner

    Thank you Anuraag! We're very happy to hear you've been able to connect with the great advisors from the Zoe Network!

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