Somerset Wealth Strategies

"I met Tom Hamlin in 2007 while responding to an internet advertisement for his company. I was seeking assistance in determining the best way to turn my life savings into a "guaranteed income" for my wife and myself. I am a very conservative, detail-oriented person, who at the time, was insistent on ensuring my wife would be taken care of financially, regardless of what happened to me. After months of often long phone calls with Tom, I came to know him as the caring, honest man he has since proven himself to be. He always made time for me and my many questions. He made a habit of guiding me to research publications that helped educate me on the pros and cons of annuities. In 2008, I chose to purchase a variable annuity contract, he recommended. It provided the security of lifetime income at a very competitive price and was offered by an unquestionably sound company. Now, 17 years later, that annuity has proven to be the best financial decision of my life, as has been my decision to choose Tom Hamlin as my advisor. Some years ago, the company I purchased the annuity from, chose to support their annuity products in-house and ceased to depend on their brokers to provide that service. Tom never blinked and continued to provide my wife and me with ongoing support and advice. He often sent messages to see how we were doing and always sent birthday cards from he and his team. The continued support from him could not have been more appreciated or genuine since Tom knew my finances and short of us winning the lottery, knew we were not likely to be a candidate for future investments. You will not find a more knowledgeable, honest investment advisor than Thomas Hamlin. He will not let you down!"

"On a scale of 1-10 (with 10 being the very best), I would honestly have to rate them with no less than 25! Their service and expertise are impeccable, and Brian Hamlin and the rest of the team always performed "beyond the call of duty.""

"My name is Savannah, and I am a now former employee of Somerset Wealth Strategies, left of my own accord. After working here for nearly a year and seeing the ins and outs of what makes this business so successful, there is no doubt in my mind that if I was looking for employment in the future Somerset would be my first choice. After nearly a decade of military experience, I have seen just about every type of work environment- or so I thought. When I joined the Somerset team I saw a group of individuals that didn't just see each other as co-workers, but as colleagues and friends. The level of respect that everyone has for one another supersedes anything I have previously seen. I have Autism and it can be challenging to get over communication gaps, social processing, etc. The Somerset team never once made me feel like I was any different than any of them. They treated me with kindness and understanding that I had not seen in a work place before. The finance industry has a horrible reputation historically speaking. Somerset works with people in every state, US territory, and even abroad. Many people have reservations or hesitations about working with a company that is completely remotely operated. I myself was one of them before I started here. I have seen nothing short of integral and appreciable work on a constant basis. I've seen so many instances where client needs always came first, no matter what. I would absolutely use Somerset for myself and I recommend it to anyone looking for financial planning or management on any level. On a professional level Somerset is phenomenal. The team is small but produces the work of a company 3x it's size. The team truly cares for clients and goes above and beyond to make sure that clients are protected- even if that means going to bat against a billion dollar insurance company. "Small But Mighty" is the perfect phrase for Somerset's tenacity. For anyone looking for a company to support them, listen to them, and truly put their needs first- look no further. Megan, Kristen, and Meagan (yes there are two, it gets confusing at times!) make up the most bad-a team of assistants you will ever see with 20+ years of experience just between the 3 of them being the backbone of the team. Tom Hamlin has been in the industry longer than I have been alive (don't tell him I said that) and has a plethora of natural talent combined with experience that makes him formidable for companies looking to exploit or take advantage of people. I wish the entire team the best, and if you are reading this I hope that you consider Somerset for your financial needs."

"As the 2022 year ends, we reflect on the 15 year financial relationship we’ve had with the Somerset Wealth Strategies Group. Specifically, the Somerset team of Andrew Murdoch, Meagan Sinniger, and Kristen Odermatt have been a real joy to work with. We are very confident in their professional ability and willingness to understand our needs, and to recommend investments to help achieve our financial goals. Being a retired couple, we cautiously placed our trust in their company’s knowledge, integrity and responsiveness. And, our trust has been rewarded. Luckily, we invested prior to the 2008 financial meltdown and have been very satisfied and rewarded by their guidance. Lonnie and Juanita Newsom Charlotte, NC"

"I have been extremely happy with the investment service I have received from Somerset Wealth Strategies for the past 7 years. Currently I am working with Scott Sader and Meagan Sinniger. They have both been extremely helpful and treat me like a dear friend! I value their advice and treasure their friendship."