Zoe Announces Partnership With Award-Winning Firm Beacon Pointe Advisors
NEW YORK, July 05, 2022 (GLOBE NEWSWIRE) -- Zoe , a wealth platform that accelerates wealth creation, announced its partnership with Beacon Pointe Advisors . After being qualified by Zoe''s rigorous vetting process, the registered investment advisory firm (RIA) is now a Zoe Certified Firm. Through their proprietary due diligence process , Zoe ensures to connect clients only with premier advisors who lead with comprehensive financial planning, provide fee transparency and honest services, and deliver value and peace of mind for their clients.
Zoe Announces Partnership With Award-Winning Firm Beacon Pointe Advisors
NEW YORK, July 05, 2022 (GLOBE NEWSWIRE) -- Zoe , a wealth platform that accelerates wealth creation, announced its partnership with Beacon Pointe Advisors . After being qualified by Zoe''s rigorous vetting process, the registered investment advisory firm (RIA) is now a Zoe Certified Firm. Through their proprietary due diligence process , Zoe ensures to connect clients only with premier advisors who lead with comprehensive financial planning, provide fee transparency and honest services, and deliver value and peace of mind for their clients.