Somerset Wealth Strategies

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 all of the Somerset team and all you have provided over the years.

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 Tom to anyone that wants to pursue a conservative investment strategy based on multiple types of insurance company financial products. david burns

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 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.

I don't do reviews unless a company is exceptionally good ! We have been investing with Somerset for a little over 10 years. We are very happy with Tom ,Megan, Porsch & the entire team @ Somerset. The customer/client service is the best I have ever experienced. I highly recommend Somerset Wealth Strategies for financial investments ! Don