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Retirement Planning Services

Somerset Wealth Strategies
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 8 Customer Reviews

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Review Details

  • Aaron K

    Date: 11/17/2025

    *** Hamlin and his team are absolutely the best in the business! My grandparents found *** after hearing about him on the radio 30 years ago. Since then he has helped 3 generations of our family to safely invest our money and grow our accounts far exceeding all of our expectations. With Toms advice and guidance my grandparents were able to retire at a young age and live extremely comfortable never having to worry about the stress of finances.I personally started working with *** 10 years ago. Since then my accounts are up over 200%. 1 account in particular started with $80K in 2021 and in just 4 years is already at $250K! He is a true industry expert and a wealth of knowledge. He has a genuine care for each of his clients and his team is incredibly helpful and responsive. My family and I would not be where we are today if it were not for *** and we are eternally grateful for his guidance over the many years, and many more to come!

  • Dennis and Judy L

    Date: 11/26/2024

    i really really like this company. They take goo care of me and my wishes they are friendly and honest with me . they are so willing to help me with my annuities great job guys

  • Robert F

    Date: 10/31/2024

    Somerset Wealth Strategies if a great source of honest, straight forward information about annuities. ***** will give you unbiased recommendations, answer any questions, explain the products, and follow through with any information you need. They are great to work with, and they really do put their customers first.

  • Donald M

    Date: 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

    Date: 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

    Date: 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

    Date: 01/19/2023

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

  • Noreen K

    Date: 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.

Somerset Wealth Strategies is BBB Accredited.

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