Reviews of Somerset Advisory. (Bank) in Birmingham (Alabama).
Somerset Advisory
2231 20th Ave S Ste 200, Birmingham, AL 35223, United States
Description
Information of Somerset Advisory, Bank in Birmingham (Alabama)
Discover the opening times, the location, contact, popular times, photos and real reviews by internet users.
This place has a very good rate, they treat their customers well and you’ll feel welcome, super recommended
Map
Open hours of Somerset Advisory
Sunday
Closed
Monday
8:30 am–5 pm
Tuesday
8:30 am–5 pm
Wednesday
8:30 am–5 pm
Thursday
8:30 am–5 pm
Friday
8:30 am–5 pm
Saturday
Closed
Popular times
Sunday
| 8 | |
|---|---|
| 9 | |
| 10 | |
| 11 | |
| 12 | |
| 13 | |
| 14 | |
| 15 | |
| 16 |
Monday
| 8 | |
|---|---|
| 9 | |
| 10 | |
| 11 | |
| 12 | |
| 13 | |
| 14 | |
| 15 | |
| 16 |
Tuesday
| 8 | |
|---|---|
| 9 | |
| 10 | |
| 11 | |
| 12 | |
| 13 | |
| 14 | |
| 15 | |
| 16 |
Wednesday
| 8 | |
|---|---|
| 9 | |
| 10 | |
| 11 | |
| 12 | |
| 13 | |
| 14 | |
| 15 | |
| 16 |
Thursday
| 8 | |
|---|---|
| 9 | |
| 10 | |
| 11 | |
| 12 | |
| 13 | |
| 14 | |
| 15 | |
| 16 |
Reviews of Somerset Advisory
Maria MoteI have been interning with Somerset for almost a year now, and I couldn't have chosen a better place to get experience! Everyone who works at Somerset is an amazing person, and they truly care about their clients' wellbeing. I am so grateful to be getting invaluable experience at Somerset, and I truly believe I'm learning from the best! They are so knowledgeable and have always taken great care of myself and their other interns. Lauren and Emily go above and beyond to make every person who walks into their office feel cared for, which seems to be extremely special in this industry. I couldn't recommend a better fiduciary firm!
James OnealAbsolutely 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.
Lauren NicholsI’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.
Charlotte RennekerWorking at Somerset Advisory is both an honor and privilege! Our tagline "Always relational, thoughtfully organic and unapologetically active" is accurate. We want our clients to feel taken care of in regards to finances, planning and the future. It is unique in the industry, with intention to make each client feel like a part of the Somerset family.
Margaret LittleIntelligent 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!
2 John 1:10Great firm. Fiduciary advice. Focus on complex planning engagements.
Belle SaddlerExcellent firm! Everyone makes a point of knowing us personally.
Andrew PearsonBeen with this firm for fifteen years.
Contact
Photos
