Category: Regional Business News

Zoe Financial Announces Its Collaboration With Modera Wealth Management
Press Release Apr 16, 2021
Zoe Financial Announces Its Collaboration With Modera Wealth Management

Zoe Financial, a digital leader in connecting highly vetted fiduciary financial advisors and clients, announced today its collaboration with Modera Wealth Management ("Modera"), an industry awarded wealth advisor practice.
Press Release Feb 16, 2021
Zoe Financial Announces Partnership with Leading Wealth Management Firm: Buckingham Strategic Wealth

Zoe Financial, a digital leader in matching highly-vetted fiduciary financial advisors and clients, today announced a partnership with Buckingham Strategic Wealth, one of the country's best independent wealth management firms.