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Business Profile

Retirement Planning Services

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

Reviews

Customer Review Ratings

5

Average of 10 Customer Reviews

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Review Details

  • 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.

  • Steven G

    Date: 11/15/2022

    I have been with Somerset Wealth Strategies for over 20 years. They have always been aware of my best interests and made the changes needed throughout the years. They are a very professional organization and handles your needs in a very timely fashion. *** ****** and *****'s team are top notch of the changes in the industry and make sure all clients are aware on what may fit into their future Strategy. I would highly recommend Somerset Wealth Strategies to all future clients for piece of mind moving forward. Thank you all for your help and looking forward to the future. Job well done team

  • BOB F

    Date: 09/17/2022

    A payment became late to ****** didn't know how to fix that. *****************,tracked it down via many phone calls,using much of their time. They kept me informed along the way & after 2 months,my payment FINALLY arrived. MUCH THANKS to ***************** for a job very well done ! BRAVO !

  • Joseph S

    Date: 09/15/2022

    ********************* and ***************************** were extremely helpful and friendly. They made the process of reviewing and purchasing an annuity easy, and cheerfully provided assistance along the way when needed.I would highly recommend them and Somerset Wealth Strategies to anyone in need of financial services.*************************** (for myself and my wife, *****)

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