Somerset Wealth Strategies
(30 Reviews)
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In Business Since 2008
Sentiment Analysis
I would recommend this team to anyone who wants solid guidance related to their financial needs.
No matter how much time you need to feel comfortable with your investment decisions, they will be there,by your side,working with you all the way.
Jackson was very friendly and knowledgeable about the product offerings, and was generous with his time to ensure I understood what I was buying.
Savanah & Kristen tracked it down,via numerous phone calls & prodings to the offending company,which after 2 months,FINALLY corrected their mistake.
I have chosen to use his service because his support is superb, and I could not have been more pleased to have the opportunity of his support and service.
Tom, Meg and Meagan have all treated me with kindness, made me feel like family and have been amazing at guiding me through this entire process….
Very knowledgeable and excellent explanation of their products.
After my Dad passed away and I inherited his assets, Somerset expertly advised me on superb investment strategies for my age bracket and long term goals.
When I enquired about the actions, I was told, by an account manager, that I needed to seek guidance elsewhere, as they only manage the Trust to insure funds reach my bank account.
I appreciate the personal touch that they always have and how they always ask how my family and our baby are doing.
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