Judith Gerhart is personable, knowledgeable and has created a wonderful group of services and…read moreextras for her clients. She specializes in financial guidance for women, whether divorcing, (happily married), planning retirement (I wish) or organizing how they invest, (even if they have a small amount.) She has gatherings with speakers that are very helpful for her group of clients. Judith has a deep grasp of financial issues, how markets change, how at different ages and circumstance we should invest differently, insure differently and how to prioritize actions we need to take. Most importantly she makes her advice understandable and approachable. Get this woman on your life aspects team!

From the owner: Providing Certified Financial Planning (CFP©) and guidance to my clients for over 20 years + 10…read moreyears as a Certified Divorce Financial Analyst (CDFA™) assisting divorcing couples with financial settlement decisions. CA Insurance and Real Estate licensed.

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.

Great service. Charles is amazing. Very professional. Very polite. Would recommend to all my…read morefriends.

First, we've been with Gayle Flores for over ten years. She has been a rock star since day one:…read morepatient and organized as she prepared our taxes each year. Thank you, Gale! Next, we are simply impressed with the care and attention to detail Al and Charles have with our personal and business planning. They have been incredibly patient and generous with their time as we make financial decisions for our future. Their guidance and expertise is invaluable. Thank you, Al and team!

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!

Daisy Fuentes, a bank associate at this location goes beyond to please the clients!…read moreShe's knowledgeable, friendly and extremely patient with everyone! She should be applauded for her superb excellence!!!!

This is my new Bank since moving to Camarillo. The staff is very nice and patient. Lines are not…read morelong I just wish they would update their location and make it newer

Their reps are amazing Danny has done well by me for over a decade now! Even with a 18 yr old…read moredriver.

Years ago I had trouble finding a company that would insure my home due to it being in a brush…read morearea. I called Crusberg-Decker, spoke with Danny and he found me a company that would insure it. That was over 12 years ago. After another home, multiple vehicles, boats, a rv. I am still using them. Always super friendly and reliable. Highly recommend them.

I have been a client of Michael Drews and Company since 2019. I cannot express enough gratitude for…read morethe guidance and support Robert Martins has provided me through many challenging transitions. Every phone call and email is responded to in a timely manner. Whenever I feel overwhelmed, I am immediately reassured that everything will be handled professionally. I highly recommend their services and look forward to continuing our professional relationship for years to come.

We can't say enough good things about our Tax preparer (Robert) at Michael Drews. He is very…read moreattentive and when we have questions, he takes his time to explain in detail the answers to our questions. As most of you know, when it comes to taxes, they can be confusing and stressful to say the least, but with Robert, he takes his time to explain things in ways so we understood them and made us fell confident. In addition Robert responds to phone calls in a timely fashion and didn't leave us hanging; Ever! Thank you Robert! I highly recommend this firm!