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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 |
I have been doing business with Derek Stamos of somerset wealth for many years now and I am so pleased with his services. He is always available to answer questions I may have and helps me to make wise investment choices without any pressure or persuasion. Somerset wealth is a very reputable company and a very large investment firm that's been around for many years. I trust them completely for all my investing needs.
Thank you Derek! I really appreciate your time and consideration. It was so helpful to talk with you; I gained so much clarity from our conversation...I am ready to invest! Much Appreciation, Tammy
I have trusted Tom and his team since 2008 with my retirement plans. I have been well pleased with the results and the customer relations have been outstanding. I highly recommend them!
I reached out to Somerset regarding an investment I was looking to purchase. Derek Stamos patiently helped me figure out the best investments for my situation, often chatting with me after hours. I was overall very impressed by Derek, and Somerset Wealth Strategies!
I usually don't do reviews. I have worked with many so called fiduciaries. Many big-name companies who are supposed to look after your best interests. They usually don't listen to your needs and goals and try to steer you into their products that may give them the highest commission. I don't advise Variable Annuities Not good if you are close to retirement. {This is my personable opinion] ANYTHING that has the Word Variable in it should be avoided. Remember Variable interest Mortgage Loans? Taking time to understand your Ann... read more
Frequently asked questions about Somerset
How is Somerset rated?
Somerset has a 4.9 star rating with 114 reviews.
When is Somerset open?
Somerset is closed now. It will open on Monday at 9:00 a.m.
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