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Somerset Wealth Strategies
Somerset Wealth Strategies : Un accompagnement de confiance en investissements et en rentes pour des générations.
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Somerset Wealth Strategies : Un accompagnement de confiance en investissements et en rentes pour des générations.
Somerset Wealth Strategies à Portland guide ses clients dans les investissements et les rentes, en privilégiant les relations à long terme. Les clients soulignent des générations de familles qui font confiance à Tom Hamlin et à son équipe, de solides résultats et un service attentif et professionnel. Meagan Sinniger est mise en avant en tant que interlocutrice fiable, et les avis louent son expertise, sa communication claire et son soutien à la planification de la retraite.
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Des stratégies de portefeuille personnalisées pour développer la richesse et dépasser les attentes, avec un historique de croissance du portefeuille de plus de 200 %.
Conseils spécialisés sur les annuités pour assurer un revenu de retraite stable et une sécurité financière à long terme.
Planification complète pour assurer une retraite confortable, en maintenant le niveau de vie grâce à des solutions personnalisées.
Conseils sur la gestion de patrimoine pour protéger les actifs et subvenir aux besoins des générations futures.
Des services de conseil personnalisés en tête-à-tête offrant des avis d'experts et un soutien réactif pour tous les besoins financiers.
Note globale
Mel Henry
We have been a client/ customer @ Somerset for almost 14 years. If you’re shopping for any type of annuity or investment advice give Somerset a try. They are experts in annuities & the customer service is the best I have ever experienced. This is an honest & well earned review!
Charles Pitzi
I Have been a client of Somerset Wealth Strategies for 20 years.They have advised me on the best products to invest in long term for my retirement.I have been able to keep the same standard of living during my retirement{18 years}.I would highly recommend Somerset for investments and your estate planning.
Aaron Karlen
Tom Hamlin and his team are absolutely the best in the business! My grandparents found Tom after hearing about him on the radio 30 years ago. Since then he has helped 3 generations of our family to safely invest our money and grow our accounts far exceeding all of our expectations. With Toms advice and guidance my grandparents were able to retire at a young age and live extremely comfortable never having to worry about the stress of finances. I personally started working with Tom 10 years ago. Since then my accounts are up over 200%. 1 account in particular started with $80K in 2021 and in just 4 years is already at $250K! He is a true industry expert and a wealth of knowledge. He has a genuine care for each of his clients and his team is incredibly helpful and responsive. My family and I would not be where we are today if it were not for Tom and we are eternally grateful for his guidance over the many years, and many more to come!
Timothy Weld
My wife and I have been clients of Somerset Wealth Strategies for many years! The entire staff is knowledgeable, professional and communicates very well! Meagan Sinniger has been our contact person with Thomas, Andrew and Scott and has kept everything working smoothly. It has been a positive relationship!!
Eli
I've had the pleasure of recently partnering with Tom Hamlin at Somerset, and the experience has been truly exceptional from the start. Tom's expertise, attentiveness, and genuine commitment to delivering outstanding results have made a real difference for me personally. I wholeheartedly recommend Tom Hamlin and the Somerset team to anyone seeking top-tier professional support—they won't disappoint!
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