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Somerset Advisory - Birmingham, Alabama

Address: 2231 20th Ave S Ste 200, Birmingham, AL 35223.
Phone: 8885012607.
Website: somersetadvisory.com.
Specialties: Financial planner, Financial advisor.
Other points of interest: Identifies as women-owned, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

Location of Somerset Advisory

Somerset Advisory 2231 20th Ave S Ste 200, Birmingham, AL 35223

8885012607

Sure, I'd be happy to provide some information about Somerset Advisory, located at Address: 2231 20th Ave S Ste 2

Reviews of Somerset Advisory

Somerset Advisory - Birmingham, Alabama
Lauren Nichols
5/5

I’ve been with Somerset for a little over 3 years now and will never go anywhere else! They do an outstanding job of tailoring their services to meet your exact needs and have an incredible amount of resources from the absolute best in the industry. Forever grateful for the peace of mind they provide me.

Somerset Advisory - Birmingham, Alabama
James Oneal
5/5

Absolutely the most caring group of fiduciary financial planners in the industry. I have been with 4 organizations over the past 40 years and Somerset is the most capable and professional...more so than two major investment houses. They care about clients and believe business is not about money, it is about the client and goals. They are agile, capable of pivoting quickly and about the clients input to the process. They work 24/7/365 - they never rest.

Somerset Advisory - Birmingham, Alabama
Margaret Little
5/5

Intelligent advisors with access to the best investors in the industry. I trust that my needs are known, understood and met. I am 100% satisfied with the services rendered by Somerset!

Somerset Advisory - Birmingham, Alabama
Belle Saddler
5/5

Excellent firm! Everyone makes a point of knowing us personally.

Somerset Advisory - Birmingham, Alabama
Andrew Pearson
5/5

Been with this firm for fifteen years.

Somerset Advisory - Birmingham, Alabama
Angie B
5/5

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