This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Somerset
- Financial Services
- Portland, OR
About this business
Location details
4600 SW Kelly Ave, Portland, OR, 97239, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
If I could give a 10 stars I would! Tom and Meg and the team at Somerset Wealth have provided great insights, perspectives, help, and tangible demonstrations of taking care of the customer, and have set the bar for what the gold standard in a customer-centric business model means to our family. They listen, ask great questions, encourage dialog, and work to help us meet our financial goals. The last 18 years have been an incredible journey with Somerset and building a great relationship with Tom and his team. Thank you to al... read more
Tom Hamlin of Somerset Wealth Strategies has been my financial advisor for all of my insurance-related investments since 2011. He is extremely knowledgeable about the full range of these offerings. Tom is always willing to spend lots of time with me, answering my questions and explaining the pros and cons of various investment approaches. I also like that Tom proactively calls me when he sees a "discontinuity" in the rates of certain investment products that he feels can be leveraged for greater returns. I would recommend To... read more
Tom Hamlin and his team have provided me with outstanding service and advice. Their guidance before and since my retirement has resulted in a substantial increase to my net worth. Tom is always accessible and thoroughly explains his recommended wealth strategies - and does so in real time to ensure his clients are given the full measure of available investment opportunities. Tom's staff, Meg and Porsch, are hyper-detail oriented and make sure that my submissions are complete and accurate.
Brian and his associates at Somerset are managing two of my annuities and will soon manage three others. They keep on top of the best rates nationwide and keep me informed of maturity dates and Required Minimum Distribution responsibilities. I recommend Somerset over the others I have worked with over 25 years.
Frequently asked questions about Somerset
How is Somerset rated?
Somerset has a 4.9 star rating with 100 reviews.
When is Somerset open?
Somerset is open now. It will close at 6:00 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com