Financial Advisors
New York, NY
Zoe Financial is a financial advisory platform that connects clients with vetted, independent financial advisors matched to their specific needs and goals. The platform specializes in personalized financial planning, investment management, and retirement strategy, serving clients across New York and nationwide through its network of fiduciary advisors. Zoe Financial focuses on making quality financial guidance accessible and transparent by eliminating conflicts of interest through independent advisor partnerships.
Ideal for: Individuals seeking unbiased financial planning, high-net-worth clients wanting fiduciary advisors, retirement planning seekers, investors wanting investment management expertise
Service area: New York, NY and nationwide
Independent Advisor Network: Connects clients with vetted independent financial advisors who operate under a fiduciary standard, eliminating conflicts of interest common in traditional financial services.
Personalized Matching: Uses a detailed matching process to pair clients with advisors whose expertise aligns with their specific financial goals, whether retirement planning, investment management, or wealth strategy.
Transparent Fee Structure: Emphasizes clear, upfront pricing and advisor transparency, helping clients understand exactly what they're paying for and avoiding hidden fees.
Address: 666 3rd Ave 6th Floor, New York, NY 10017
Phone: (646) 680-9244
Website: zoefinancial.com
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