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

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

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

Brian and his associates at Somerset are managing two of my annuities and will soon manage three others. They keep on top of the best rates nationwide and keep me informed of maturity dates and Required Minimum Distribution responsibilities. I recommend Somerset over the others I have worked with over 25 years.

Somerset Wealth Strategies if a great source of honest, straight forward information about annuities. Brian 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.

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

Dear Meg, Thank you for the birthday wishes! I can't even express the feeling of security that the annuity products Tom has recommended and you have prepared for us have provided over the years, in addition to very good returns. Thank you so much for making our financial lives so much better! Melanie and I would like to wish you and Tom and the Somerset family the best for the upcoming holiday season. Let's stay in touch. Tom Miller

Brian Hamlin moves Somerset a very long way as a financial advisor, along with his administrative support Meagan Sinniger. As a long USAA member, I had no intentions of switching when it came to annuities. However, his logic and persuasiveness made me realize I was making a mistake. Fidelity & Investment Life Insurance Company was more profitable. I would have lost money had I kept my former intentions. Thank you Brian Hamlin for all your guidance and help. Sincerely, Steven Cramer client

Tom Hamlin and his team are the most professional and trustworthy financial advisors I have ever worked with. 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. I once had a financial ?emergency? and Tom got up to be on the phone with me at 5:00 a.m. just so I wouldn't make a mistake. I can't emphasize enough, the amount of care and concern he has for his clients no matter what the circumstances. Work with Tom a

I have had the pleasure to recently purchase 3 annuities from Somerset Wealth Strategies, and have been delighted with the experience. Jackson was very friendly and knowledgeable about the product offerings, and was generous with his time to ensure I understood what I was buying. When I had a question regarding the delivery of one of the contracts, Megan went above and beyond to ensure that my request was fulfilled. I would enthusiastically recommend Somerset Wealth Strategies if considering the purchas

My father became a client of Tom Hamlin?s very likely over 30 years ago. My father would speak with Tom on a very regular basis and he never ran out of great things to say about him. Now that I have had to handle my dad?s affairs, due to his dementia, I cannot run out of wonderful things to say either! 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?.I would have been lost without them. I think anyone that cont

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 re

Back in August 2018 my wife and I were looking for investment opportunities that would provide greater returns in our retirement. In our search we came upon Somerset Wealth Strategies. We have found everyone we have dealt with to be very personal, professional, and efficient. Andrew lead us through opportunities and provided explanations. The staff of Kristen and Meagan provided unbelievable support and service limiting our involvement in every process to a minimum of time and effort. They are all very resp

Meagan and the rest of the staff at Somerset have been wonderful to work with! Everything has been made so easy to do and I love how organized they are. They really care about helping you and getting the best plan setup for you. I appreciate the personal touch that they always have and how they always ask how my family and our baby are doing. I look forward to continuing working with them. Michelle

I have been dealing with Somerset Wealth for 25 years. This organization is a first rate , 5 star, professional investment management company. They have brought to the table over the years many solid investments that have benefitted my family tremendously, both long and short term. Their advice has been solid, truthful, and in my best interest always. Their knowledge of the markets is unmatchable . The return on my investments has been excellent. Their responsiveness has always been quick and thorough even

I am working with Somerset for last 2 years. Somerset has helped me understand various investment options from Annuities to Alternative Investments and how to position them in the overall retirement planning strategies. It's a pleasure to work with Tom, Derek and Meagan. When I needed quick action with a transaction, they acted with the utmost sense of urgency and provided world class customer service to meet my needs. Derek always explains everything is detail and helps you understand pros and cons of vari

I have been dealing with Derek and Meagan for many years and many of my annuities. Regardless they are located in Oregon and I live in New Jersey it does not give me any trouble. They are always very helpful and responsive for any my questions and concerns regarding my annuities. We communicate by phone, emails and text messages and I am always sure of their fast, benevolent, honest, and professional response. I never had any problems with annuity applications or any other documents that I issued with their

As I was perusing through current reviews I thought that this all sounds to good to be true. Somerset is an exception to that rule. Tom has put together an exceptional team of professionals. I have been impressed by Jack, as his intelligence and knowledge of his industry is way beyond his years. He is also a person of honesty and integrity that cares about people. You can feel confident in your choice of Somerset Wealth strategies on every level.

We have been using Tom Hamlin and his extremely competent colleagues at Somerset Wealth Strategies for some 12 plus years. We have never met Tom nor Megan personally nor any of the others in that office. We have entrusted them with our life savings and without fail they have accomplished everything that we had hoped for and that they had promised. We have used other such investment organizations in years past but never have we experienced the kind of competent professional services that we get from the

Our investments with Somerset Wealth Strategies, through Derek and Meagan, have provided us with a steady stream of monthly income. Dereck and Meagan provided excellent service, were very informative, offered several investment options, responded quickly, and best of all we felt like we were part of the family. We would highly recommend Derek and Meagan to anyone looking for responsible investments.

Somerset took care of a major problem that was created by Mass Mutual. After I closed out an annuity at Mass Mutual, numerous mistakes were made by MM over a period of 6 weeks. Somerset constantly had to contact MM and monitor every step of the way in order to successfully resolve the MM problems. Two thumbs way-up for Somerset and two thumbs way down for Mass Mutual.

I have had the outstanding good fortune and pleasure to work with Mr. Derek Stamos, of Somerset Wealth Strategies, the past three years. When I lost my husband and needed help planning my financial future, he was my ship in the storm that guided me to the calm water approach of investing. I am so impressed with the concern and individualized attention given to my circumstances and am totally confident in the future of my investments. I was made to feel that I was his most important client and always had his

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.

My wife and I have been working with Somerset Wealth for 20 years investing in a number of annuities (variable, immediate, index, period certain, etc.), and found them to be exceptional financial advisers. We're now comfortably retired, well diversified with many different annuities and issuers, and no longer have nagging concerns about market volatility or blowouts. Tom, Meg and Meagan excel at everything they do and we highly recommend them to all. And I'm no novice to investing. My career was in finance

Recently (Dec. 2020), upon reviewing the status of a retirement account, I noticed funds that were transferred into my bank account were being returned to the insurance agency. 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 reached out to Thomas Hamlin and M

If you're looking for a company that will put the customer FIRST, look no further. Somerset is a fantastic place with a team that has experienced staff that actually care about the people they are working with. The entire team is motivated, experienced, and best of all- dedicated to helping every single person that they can. You won't find better!

I have been a client of Tom for over 30 years. I find him (and his business experts, Meghan and Meghan), to have been extremely knowledgeable, honest and helpful the entire time. Needless to say, Tom's suggestions and advice have provided me with a very comfortable retirement. Moreover, I consider Tom to be a wonderful friend even though I have never met him in person. Without a doubt, Tom is a true professional and conducts his business in a manner to which others should aspire. In my opinion, y

Somerset Wealth Strategies has been become a trusted financial adviser for me. In particular, recently, Derek Stamos and Meagan Sinniger have been very helpful in helping me to refine my money management focus as part of my continuing overall retirement planning effort. They have come up with numerous suggestions and given extra effort to procure the best products possible to satisfy my current and future financial needs given my risk tolerance, with continuing great follow-up by them as needed.

I have been working with Meagan and Derek for several yrs now. They are professional, prompt, friendly, knowledgeable and beyond a doubt the best people to take care of my financial needs. I have no need to look anywhere else. They appreciate my business and I appreciate how well they take care of me and my money!

I have worked with several Financial Advisors in my life, but absolutely none can compare with Somerset Wealth Strategies. I only wish I had found them sooner. Working with such a wide array of clients, they still manage to make every client's goals their goals. They will never move you out of your comfort zone. Everyone is so knowledgeable, truly caring, the ultimate professionals. I have found THE BEST! I would never consider working with anyone else.

I've been a Somerset client for nearly 20 years and have always been really pleased with their service, communication, offerings and follow-up. It has been my experience that they go the extra mile to keep you up-to-date and informed about your investments and whenever there is the rare issue, they get on it and resolve it. Very happy with Somerset.

I have been a client of SWS since 2009 and have made multiple annuity purchases of various product types (variable annuities, fixed guarantee rate, fixed index) over the years. These have served me well and I have received excellent advice throughout. Andrew Murdoch in particular has been my go to advisor and has consistently provided well thought out strategies and product ideas to fit my specific needs. He has always responded quickly to my inquiries by email or phone. And the support group is fantastic.

My wife and I have been clients of Somerset Wealth Strategies for over 20 years. They are very friendly, responsive and give excellent advice and guidance. We usually work with Andrew and Kirsten and they are both top notch.

My husband and I first contacted SWS in 2013 about an investment to supplement our Social Security benefits. We were extremely pleased with the product they offered us that provided us with additional income on a monthly basis. Since that time, whenever we had a question or a problem arised, we contacted their office and were blessed to have Meagan Sinniger help us. Meagan is a very kind, caring person who is determined to solve her customers problems while making sure you are notified of her progress in d

I say this from the bottom of my heart. I've been with Somerset WS for over 20 years. Tom Hamlin and his team are brilliant, out of the box, investment strategist. They treat us like family and our money like it is their money. Very rare these days. It's a true pleasure working with them.

At the end of last year my annuity company told me some incorrect information regarding withdrawal amounts available. Unfortunately, the annuity company's advice would have caused some serious damage to my account. I contacted Somerset Wealth Strategies to help rectify the situations. Megan Odermatt and Meagan Sinniger took charge of this, and after several weeks of working the problem, they were successful in getting the annuity company to correct the situation. Without their help, I would have had signi

Donald Meisling I worked with Somerset Wealth Strategies over a period of weeks getting three matured IRA CD's 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

Four years ago, Tom Hamlin was referred to me by a close friend following my divorce. My friend said that Tom would help me plan for my future, grow my money and assist with virtually anything having to do with money. My friend was right with the only exception being that he under sold what Tom and his Team could do for me. Thanks to Tom?s advice and management the uncertainty of my future has significantly dissipated and I now have peace of mind that I didn't believe was possible. To say that I'm pleased w

Thorough understanding of our goals, appropriate financial planning and offerings, returns for all recommendations have been as predicted or substantially better for the three years we have been clients. Very competent and cheerful staff. Very appreciative of the work they have been doing for my wife and family.

Overall I had a very positive experience with Somerset Wealth Strategies and highly recommend them.

Over the many years I've utilized Somerset Wealth I've experienced superb customer service. That service is matched by their superb product knowledge and a willingness to always be of help. I could not be more satisfied than I am with Somerset Wealth Strategies.

I usually don't do reviews. I have worked with many so called fiduciaries. Many big name companies who are supposed to look after your best interests. They usually don't listen to your needs and goals and try to steer you into their products that may give them the highest commission. Thats what making working with Derek Stamos and Megan Sinniger so refreshing because they really LISTEN to what you have for goals and try to help you with those goals. They are personable as well as professional

Somerset Wealth professionals have made such huge difference in my life , getting all my Finances organized and working for me in a safe and most lucrative manner . In conservative Financial opportunities I had no idea existed . My retirement , financial security , and quality of Life is much improved by this team of experts . Every one of the somerset professionals have exhibited the highest professional manner I've ever experienced . They've been totally, patient ,attentive to my needs , and always acce

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."

I have dealt with Scott Sadar and his team for many years. They have always been very honest and have some great investment products. Very happy with my experiences with Somerset.

I had a old annuity that was not inline with the market and was looking for a strong company that could help me find the best for my buck. After talking with Jackson from this company, I came to feel more like family and was professionally dealt with. Not only was he friendly and understanding but the whole staff was there for me when I needed them. Quick to communicate about any issues or concerns as well as checking back with me from time to time.

The support is amazing. I communicated with Jackson L. Schwarz. He was very helpful, caring, thorough and could explain things clearly. He could intelligently discuss questions that I had with me when other people did not even understand the questions. 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.

I feel that my retirement investment could not be in better hands. Tom and Megan are always on top of the best options for me and my money. No hesitation at all recommending Tom Hamlin at Somerset Wealth Strategies.

I have been working with Derek Stamos & Meagan Sinniger to find the best investment for my needs. Derek goes the extra mile in every detail. They are absolutely professional in very way. I highly recommend them for anyone?s financial investment. It is a pleasure to do business with them. David Rose of Vermont

I contacted AnnuityFYI to try to get information on an annuity I did not understand. Jack Schwartz contacted me and we both spoke with a representative from the annuity company. He knew exactly what questions to ask, which I did not. We then set up a call and he went over the whole plan, how it worked and what it's benefits are. He explained everything to me very clearly and I now feel like I know what I've got and how it works. Great service!

We have worked with Tom Hamlin and his team for years. They have consistently provided excellent service and have advised us very well. I would recommend this team to anyone who wants solid guidance related to their financial needs.

A payment became late to me & I didn't know how to handle it. Savanah & Kristen tracked it down,via numerous phone calls & prodings to the offending company,which after 2 months,FINALLY corrected their mistake. MUCH THANKS to Savanah & Kristen for such Great Service !

I spoke with Jack Schwarz of Somerset and he was fantastic! He really listens to you, knows his stuff, and has great recommendations. I highly recommend him.

Tom, Megan and the entire team are centered around making sure that investment decisions are appropriate and anchored depending on the specific needs and goals of the client.

Very positive experience. The financial advisor provided me very thoughtful and detailed information. The time he spent with me was exceptional.

Always answer my questions quickly and accurately. Very good on the phone and follow up. Meg even sent me some covid masks when I told her I couldn't find any. They have very good investment products.

You can absolutely not find better and more caring service anywhere. On top of that,the gains financially have turned out remarkably as well. I love Somerset!

Tom Hamlin and his team have been wonderful and very experienced with investing our money. They have done very well for us and we could not be more pleased!

Mr Hamlin and Ms Odermatt were responsive in processing a complex financial situation. I would recommend to others

Meagan and Derek are very knowledgeable and helpful with all of my investment needs.

Jack was very helpful. He bent over backwards to help and was very patient with me. Thank you Jack!

This is a great Company, they out thier way to help in any situations. I would personally recommend them.

nice service, always help me at anytime .never complaint about they service. my english is poor, but they still understand what i need .

Great team that listen, really care and provide solid advice.

Always get treated with respect and amazing efficiency. Highly recommended!

Very knowledgeable and excellent explanation of their products.

Awesome group of professionals who have my back.

provided professional service in a responsive and accurate manner.

Very professional and careful attitude.

Exceptional client service!!!