Somerset Wealth Strategies

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4600 SW Kelly Ave
Portland, OR 97239
+1 (503) 595-1333
https://somersetwealthstrategies.com

Somerset Wealth Strategies is an independent financial services firm based in Portland, Oregon, specializing in retirement planning and asset protection strategies. With over 30 years of experience, they focus on helping clients achieve financial independence and create personalized retirement strategies tailored to individual needs and objectives.

The firm emphasizes a philosophy of reducing risk to maximize growth, treating clients like family and recommending only strategies they would suggest to their own loved ones. Somerset Wealth Strategies utilizes a variety of investment and insurance products to ensure their clients can confidently pursue their dream retirements.

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United States›Oregon›Portland›Somerset Wealth Strategies

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