Great traditions survive only if they represent the ultimate in human effort and achievement.

Somerset Financial Group has been in the same location in Troy, Michigan for over 34 years.  Over this time, our clients have appreciated our fine traditions including an in-person portfolio review every 90 days and our commitment to around the clock accessibility to Terry, Barbara and staff.  We specialize in serving individuals and businesses in all areas of financial management, including:

  • Investment Planning
  • Asset Aggregation
  • Estate Planning
  • Business Succession Funding
  • Retirement Planning
  • Education Funding

Something of comfort to our clients is that we meet with them frequently. One of the main reasons people fire their financial consultants is because of a lack of contact. Our customary plan of operation is to meet with our clients every 90 days.  This policy is customized for each individual client around their schedule and appointments are booked a year in advance. 

If you have any questions or would like to schedule a free consultation to discuss your financial future, please contact us today at (248) 649-0780.