Somerset

Lana and Alex Gendelman 

on Google

a week ago

I am working with Somerset Wealth Strategies team Derek Stamos and Kristen for the last two years. In spite of I live in Pennsylvania and Somerset is located in Oregon communication is great. People are honestly try to help and always are available. Great team! 

Mark Hadenfeldt 

on Google

2 weeks ago

screwed me over with bad investments.. 

Dave R 

on Google

a month ago

When I first invested in a Multi Year Guaranteed Annuity (MYGA) 14 years ago, I came across Somerset Wealth Strategies as a suggested broker. I was delighted that I chose them. I recently received some inheritance money, and looked to invest in MYGAs again. I did not hesitate for a minute to use Somerset for my needs again. I cannot say enough about this office. Not only is everyone professional, they are all personable as well. You almost feel like they are members of your family, and it's not a forced feeling at all. With ... read more

Thomas Haak (playertom) 

on Google

2 months ago

Reached out to Megan Sinegar for assistance for help with getting additional security on an account with Prudential investments. She contacted Prudential and made it very easy to get done what was needed. Absolutely pleased with the job she did for us. Always have excellent results when I needed her help and advice. Thank you Megan 

Sarah Brim 

on Google

4 months ago

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.