Financial services in PORTLAND

Jacob Mills has been our advisor for more than 10 years. He originally helped us manage an inheritance. And was extremely helpful. Since then he has done an outstanding job of managing our portfolio especially now that we have retired. He is always on top of things and avaliable when we have questions. I’m would highly recommend him and the whole company. They have been fabulous to work with!!!

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.

I have been working with this company in assisting me with my financial planning and retirement needs for a few years now. My financial advisor Lucas has been incredibly professional, knowledgeable, and goes the extra mile to help me get paperwork completed, understand with confidence the investment options I am selecting work for my family needs and future goals. He has been very timely in responding to calls and emails and is both kind and well informed. I HIGHLY recommend this company to manage your wealth and plan for your future!!!