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    Zen Wealth Consultant Services

    5.0 (1 review)
    Open 6:00 am - 10:00 pm

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    Services - Zen Wealth Consultant Services

    Business consulting

    Debt management

    Estate planning

    6 More Services

    Inheritance planning

    Investment management

    Life insurance

    Retirement planning

    Tax planning

    Trust planning

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    Recommended Reviews - Zen Wealth Consultant Services

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    5 years ago

    Helpful 2
    Thanks 0
    Love this 3
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    State Street Insurance Solutions - Diana Higgins (Founder)

    State Street Insurance Solutions

    (3 reviews)

    Customer Service were not Helpful ...I called Several Times tried to do Buisness I needed…read moreHealthcare ..Wasted So much time trying to get Insurance which I needed Badly...missed my opportunity and they blamed me and left with an Awfully mean attitude ..Were Not Helpful and Then dumped me and Had a Very Rude and Off Putting Phone Conversation with the So Called Owner she was Rude to and ashort with me and then blamed it all on me...I will not be using Them Ever Ever Again Again. I was with them I was a Good customer

    EXCELLENCE BEYOND MY WILDEST EXPECTATIONS!!! I cannot begin…read moreto tell you how amazing the agents are at this business. Both Kelly and Stephanie guided me through the complex world of navigating life insurance....They took the time to speak to me numerous times via phone in a time where businesses are not able to do face-to-face consults (COVID-19 governor's lockdown). They kept in constant communication and helped me to lock-in on the specific insurance that's right for me and my loved ones. They assured that they emailed me documents in a swift manner and led me through what to expect as far as the process for the health insurance interview, etc. They basically "held my hand" and took my anxiety and stress down to a zero. I first spoke with Kelly, who is such an amazing person. Kelly referred me to her lead agent, Stephanie, who specializes in life insurance. I am so very impressed with Stephanie and Kelly. They both embody customer service at its apex. Stephanie, especially, is so kind and knowledgeable. She obviously does what she does because she loves people...and it really shows. I highly recommend this agency for al your insurance needs. These people embody the highest professionalism, diligence and attention to detail.....and they do it in a way that makes you feel as if they are part of your family. Thanks so much Stephanie and Kelly!!!!

    Zen Wealth Consultant Services - financialadvising - Updated May 2026

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