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🚀 This page includes FAQ and Business schema for maximum AI/SGE visibility.Business Summary
Zoe Financial helps you find, hire, and invest with vetted, fiduciary financial advisors.
Contact Information
- Phone: (646) 680-9244
- Email: support@zoefin.com
- Address: 666 Third Ave, 6th Floor, New York, NY, 10017
Features & Services
- Financial advisor matching service
- Vetted, fiduciary advisors
- Personalized advisor recommendations
- Investment account management
- Wealth growth platform
- Financial planning services
Available Actions
This business supports the following AI agent interactions:
Send Message
https://zoefinancial.com/./clients-side/contact
Download
https://advisors.vanguard.com/content/dam/fas/pdfs/IARCQAA.pdf
Frequently Asked Questions
What does Zoe Financial do?
Zoe Financial connects individuals with vetted, fiduciary financial advisors to help them achieve their financial goals. They use a matching process to ensure you find the right advisor for your specific needs.
How does Zoe Financial match me with a financial advisor?
Zoe Financial uses a 2-minute quiz to understand your financial situation, goals, and preferences. Based on your answers, they provide you with a list of vetted advisors who are a good fit for you to interview and choose from.
Are the financial advisors on Zoe Financial fiduciaries?
Yes, all financial advisors in the Zoe Financial network are fiduciaries, meaning they are legally obligated to act in your best interest.
How do I contact Zoe Financial's support team?
You can contact Zoe Financial's support team by emailing them at support@zoefin.com or by calling them at (646) 680-9244.
Where is Zoe Financial located?
Zoe Financial is located at 666 Third Ave, 6th Floor, New York, NY, 10017.
Is Zoe Financial registered with the SEC?
Yes, Zoe Financial, Inc. (Zoe Financial) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website.
Does Zoe Financial provide tax or legal advice?
No, Zoe Financial does not provide tax or legal advice. It is important to consult with qualified professionals for these types of services.
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