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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 |
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.
Brian Hamlin of Somerset Wealth Strategies researches the best investment products for his clients specific needs in a professional, ethical, and efficient manner. He provides details and informative reviews on how the investments are performing, and is always available for any questions my husband and I may have. We recommend Brian, his staff and agency to those who are looking for an outstanding financial advisor and agency.
Frequently asked questions about Somerset
How is Somerset rated?
Somerset has a 4.9 star rating with 99 reviews.
When is Somerset open?
Somerset is closed now. It will open at 9:00 a.m.
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