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            Customer ReviewsSomerset Wealth Strategies

            Retirement Planning Services
            View Business profile
            View Business profileBBB accredited business

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            17 Customer Reviews

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            • Donald M

              05/22/2023

              I worked with Somerset Wealth Strategies over a period of weeks getting three matured IRA **** proceeds moved into three separate annuities. It required a significant amount of paperwork, but these folks know what and how to accomplish it in as fast a period as possible. That, while not burdening me with the process any more than absolutely necessary. I appreciated their efficiency, knowledge and oversight and will use Somerset for future financial needs as may be required. Plus, I heartedly recommend them to others.

            • Thomas M

              02/22/2023

              I have worked with *** Hamlin (and Somerset Wealth Strategies) for over 30 years. They always assess your situation and recommend excellent financial products that work for you. Additionally, financial transactions are completed expeditiously. I can't recommend Somerset highly enough.

            • Doug B

              01/21/2023

              I have worked with ********************* for over 10 years. ***** has been very pro active in identifying great investment opportunities that fit my objectives. He takes the time to explain the investment opportunity and answer any questions that I might have.

            • Alvin R

              01/19/2023

              I am impressed by their industry knowledge and exceptional client service!!!

            • Noreen K

              11/30/2022

              We have worked with *** Hamlin for years. He and his team are professional and we are exceptionally happy with th advice and services they have provided.

            • Steven G

              11/15/2022

              I have been with Somerset Wealth Strategies for over 20 years. They have always been aware of my best interests and made the changes needed throughout the years. They are a very professional organization and handles your needs in a very timely fashion. *** ****** and *****'s team are top notch of the changes in the industry and make sure all clients are aware on what may fit into their future Strategy. I would highly recommend Somerset Wealth Strategies to all future clients for piece of mind moving forward. Thank you all for your help and looking forward to the future. Job well done team

            • BOB F

              09/17/2022

              A payment became late to ****** didn't know how to fix that. *****************,tracked it down via many phone calls,using much of their time. They kept me informed along the way & after 2 months,my payment FINALLY arrived. MUCH THANKS to ***************** for a job very well done ! BRAVO !

            • Mara M

              05/04/2022

              We are new clients of Somerset Wealth Strategies and are very pleased thus far with their excellent customer service. ************ has a wonderful ability to explain how annuities work and their place in an overall portfolio better than anyone we have spoken with. His detail explanations and honest answers to our questions and concerns gave us the confidence to include annuities in our investments. The entire team at Somerset has made us feel that our best interests are their priority. We are looking forward to a long relationship with them.

            • Ronald M

              04/29/2022

              Somerset Wealth Strategies has become a trusted financial adviser for me. In particular, recently, *********************** and ***************************** have been very helpful in helping me to refine my money management focus as part of my continuing overall retirement planning effort. They have come up with numerous suggestions and given extra effort to procure the best products possible to satisfy my current and future financial needs given my risk tolerance, with continuing great follow-up by them as needed.

            • Greg P

              12/14/2021

              I spoke with ************************* I couldn't have been more pleased with the time that he took with me and the level of explanation was very clear and concise for me to understand which was really important thank you *******************

            Customer Review Rating

            5/5

            Average of 17 Customer Reviews

            Contact Information

            4600 S Kelly Ave

            Portland, OR 97239-4220

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            (800) 813-4000

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            BBB Rating & Accreditation

            BBB accredited businessA+

            Accredited Since: 5/28/2010

            Years in Business: 26

            Customer Reviews are not used in the calculation of BBB Rating

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