I was definitely intimidated by the idea of meeting with a Financial Advisor. I kept imagining an…read moreimpeccably groomed someone who was very cold and calculating with suits that cost more than my car. Well. He was impeccably groomed, but not cold. Sam Flaherty is wonderful. He met with us after my husband got off of work. He educated us with regards to what financial planners do, and how to research credentials. He talked to us about what typically happens when people inherit and shared a couple anecdotes illuminating pitfalls. He is everything I wanted in a financial advisor. He had excellent comprehension of what our current situation is, and where we would like to be. He had no judgements -- as he said, our money is not emotional to him, so he doesn't care if our dream is to own race horses or sell trinkets on the internet or to begin the great american novel. He simply wants to make sure we're in a position to do it. We ended up moving out of state, so it didn't make sense to go with him. But I think of him fondly and often and I cannot recommend him highly enough.

From the owner: Retirement Income Specialist Certified Financial Plannerread more

Extremely helpful, took care of all of my insurance needs. Nanette and Thomas really know what…read morethey're talking about! Saved me THOUSANDS!

Needed to transfer car title. Great fast service, friendly and explained everything. Definitely…read morerecommend.

I'm from the city, and boy is it hard to find a working notary. So on 2/9/23, I found myself…read moreworking in Bensalem. I'm sitting at a red light on the 29th day out of 30 days that I should've had something notarized. I looked up and there was Zane Insurance Service. There was free parking and a clear sign they could do provide the service I desperately needed. How convenient. Yes!! I went inside and a very kind young lady quickly asked a few questions just to determine the type of document needed. She kindly waited as I wrote the document and even helped me spell-check. When I was finished, she then checked to make sure the document was complete. I paid with my card, and I was on my way out the door within ten minutes. She was helpful, efficient and knowledgeable in expediting my transaction. I appreciate those qualities in a worker. Thank you. Good job!!!