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Zoe Financial is an online service that connects individuals with qualified financial advisors in their area. With a curated list of professionals, Zoe takes care of the due diligence process and only accepts true fiduciaries to join their network. Using Zoe, you will be matched only to trusted and highly vetted financial advisors who work in your best interest. The company is headquartered in New York City and has advisors nationwide who you can work with remotely or in person based on your preference.
- Marketplace service that compares top-rated insurers
- Fiduciary-led company
- No on-going fees
- Offers Personal Pension Plans and income annuities
- User-friendly quote calculator
- Helpful diagnostic tools and guides