Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.

It was such a pleasure working with Michelle, and we feel very lucky to have found her through a…read moreGoogle search. Her combination of practical financial knowledge and thoughtful understanding of our family's goals allowed us to plot a path forward that we hadn't been able to achieve on our own. We've already passed her name on to a few friends looking for some financial therapy. Can't recommend highly enough.

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

We all make mistakes--it's how we resolve them and then learn that makes the difference…read more After I bought my first home, I began using credit to purchase needed items. I'm an inpatient person which didn't help the situation. I accrued quite a bit of debt which weighed me down each month. I decided for the betterment of me and my new fiancé to do something about it. I called New Era and after a short discussion I was enrolled in their program. I was fortunate enough to have some equity in my home that I used to fund this program, after selling it. From there New Era went to work. They negotiated almost all my outstanding accounts down to less than half and now I'm debt free. I couldn't be happier with the process, people, and negotiators that all worked tirelessly to get me to where I am. Thank you New Era!!

I'm not happy at all with my experience, was with New Era/Versita Law for over a year & only…read moreexperienced upsells, slow settlements made & no clear explanation of how much of their fees were taken out of the account. I enrolled jointly with my wife & we had just over $20k in debt & only seen 3 accounts settled after I paid over $9k into the program! A complete waste of time & money, I had small debts with each creditor mostly under $3k & they barely did anything!

I was very disappointed with the lack of professionalism exhibited by the Branch Manager. Basic…read moreinformation, such as how to access one's account online or the location of company headquarters, was given in a very inefficient and non-caring manner. The worst thing is that the Branch Manager signed up my 82 year old mother for an account which was completely at odds with her financial objectives. I thought he was manipulative, rude, and not helpful in any manner. This company does not deserve a recommendation and should be avoided if one wishes to protect their wealth.

Eric Smith, one of the owner's of Lifetime Planning has been my financial planner for 15+ years. He…read moreis honest, a clear communicator, and lays out alternatives for my long-term financial planning and investments and provides the pros and cons of each alternative so that I can make an informed a decision. I focus on socially responsible investments, when possible. And Eric spent a lot of time, coming up with options for me, as they are somewhat limited. Wendy, the front manager, is always so welcoming. Also the eternal fresh baked cookies and coffee up front are awesome!

I engaged Bob Carey to prepare my corporate return and anticipated working with him on my personal…read morereturn as well. The corporate return was prepared accurately and within the fee range disclosed in the engagement letter, which I paid promptly. However, when I asked follow-up questions regarding differences between his methodology and that of my prior CPA, the interaction deteriorated significantly. During a phone call, he raised his voice ("I don't need to take this crap...I'm DONE, OK??"), used hostile language, and abruptly terminated the call. Within minutes, he returned my personal tax documents by email, effectively ending the engagement during filing season. While his technical work on the corporate return was satisfactory, I found the communication and professionalism during this exchange deeply disappointing. Clients transitioning from another CPA may reasonably have clarification questions, and I did not feel those were handled constructively. Others may wish to consider communication style carefully when choosing a tax professional. Now I have to find someone new right in tax season with no referrals and no smooth transition.

I was referred to Liz by a fellow hairstylist. Can't begin to describe how thankful I am that I…read morefound her. She helped me get organized with my finances and small business. She assisted me with retirement planning and saved me from paying thousands in taxes. Shes my girl!

I've had nothing but great results from my relationship with Schwab. I have a "personal " advisor…read moreand she's been very helpful.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Fast, friendly service, always greeted with a smile. They always make me feel like my business is…read moreimportant thank you Camarillo branch.

Maria De La Rosa is the most , professional, efficient, kind banker. She assisted me with my…read moreFathers Trust account and explain everything clearly. She exceeded my expectations and highly recommend her for all your needs.

This review is more for this particular office rather than the company, although the company that…read morehe is affiliated with (Ameriprise Financial) also bears some culpability here as well. Everything that I write here is first-hand observation from me only. I would have given NEGATIVE STAR rating if Yelp allowed me to. Read on... I moved my investments to this firm (Peter A. Hockenmaier) after having a bad experience with my previous financial advisor at another firm. For the first year+, everything seemed fine. I was making a good return on my investments so there were no questions or issues. Around the time of my annual review meeting, some issues with this office started to become more than I could stand. Allow me to provide some additional background information. My wife worked at this firm and one of the staff members created (by ANY definition), a hostile work environment. This situation was made worse by the fact that management did NOTHING to stop or resolve the issue. During the annual review that I just mentioned, I brought this fact up to management and what I received was an acknowledgement of the issue and nothing else. No resolution plan. No remediation. NOTHING. Shortly after this review, I pulled my investments from this firm and brought them to another firm where I have been since. Another complication was the observed when my in-laws also removed their investments from this firm for similar reasons. While most everything was transferred in kind, one set of accounts needed to reman with Ameriprise. This is when the true colors of the local management came out in technicolor ! After my in-laws transferred the majority of their investments, all communication ceased. No statements were provided / received and there were no meetings to discuss the state of the remaining investments. NOTHING! (If I'm not mistaken, this is a breach of not only company policy but federal law as well.) While the owner of this establishment claims to be an upstanding citizen, I would not trust him as far as I could throw him! When family members contacted the parent firm to seek copies of statements and gain an understanding of the current status of the remaining investments, we were met with indifference and a general attitude of providing as little assistance as possible. You see, it seems that at some point the local management in Camarillo transferred these accounts to some other advisor...again, no prior awareness or knowledge. No advance notice and no ability to check on the status of these investments. Also, no requests were made to conduct an annual review of these accounts. NOTHING. I guess the adage, the apple does not fall far from the tree is accurate! So, in conclusion, if you're looking for a less-than honest person to manage your investments, use this firm. If you have investments with this firm, well, I'll defer to your own good judgement on staying or leaving.

My wife and I have been working with Pete and his team since 1984. We are one of his earlest…read moreclients. We have had nothing but first class service and care the entire time. We have worked with other financial providers along the way as well but after retiring a couple of years ago, we consolidated most of our investments with Pete at Ameriprise. Highly recommend.