Zoe Financial

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Why We Like It

Zoe Financial isn't actually a financial advisory firm — the company connects clients to financial advisors. Zoe advisors are all independent fiduciaries who work on a commission-free model, meaning your advisor won’t try to sell you products to make a profit.


• Makes it easy to find a financial advisor.
• Network of financial advisors offer a wide range of planning services.
• No fee for using Zoe Financial to find an advisor.


• Difficult to know financial advisor fees upfront.


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