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Press Release
Mar 29, 2021
How The Perfect Financial Advisor Match Is Made: Zoe Financial's Algorithm
Zoe Financial, a digital leader in matching highly-vetted fiduciary financial advisors and clients, revealed today how their one-of-a-kind algorithm has led to thousands finding the right fiduciary financial advisor.
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Press Release
Mar 25, 2021
Zoe Financial Announces Partnership With Leading Wealth Management Firm Halbert Hargrove
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Halbert Hargrove, one of the 2020 CNBC top-rated advisory firms in the country and an InvestmentNews Best Places to Work firm
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Press Release
Apr 8, 2019
Pinnacle Investments, LLC Opens Office in Boca Raton, Florida
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Press Release
Jan 30, 2019
myCIO Promotes Adrian Verueco to Partner
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Press Release
Oct 29, 2018
Pinnacle Holding Co., LLC Acquiring Essex Securities, LLC
Financial services firm establishes larger national presence
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