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Zoe Financial Recognized for the Second Year as NerdWalletʼs 2023 Best-of Awards Winner for Best Online Financial Advisor

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Press Release

Jan 4, 2023 08:00 EST

Zoe Financial was selected as a winner for NerdWalletʼs 2023 Best-Of Awards for the category of Best Online Financial Advisor. With this award, the New York-based company becomes a two-time winner for this recognition. Zoe is a wealth platform that connects people across the country with the top 5% of financial advisors to guide them through their retirement planning, investment management, tax strategy, and other financial planning services.

“Winning this award two years in a row reaffirms what we have known since the beginning: As long as we focus on improving people’s lives, the output will be an amazing client experience. Our client-centricity makes Zoe the…

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