Camarillo, CA Financial Planner

Pete Hockenmaier is an absolutely outstanding financial adviser.  We have worked together on the planning for many clients over the years.  He is the greatest.  Kind, bri ... more

Banker's Life is a horrible, horrible company. This is no reflection on the local agents who are decent folks. The company is a bureaucratic nightmare to deal with. Th ... more

Very knowlegeable, systematic and flawless.

Good

Judith Gerhart is personable, knowledgeable and has created a wonderful group of services and extras for her clients. She specializes in financial guidance for women, whe ... more

Professional and knowledgeable organization with great leadership and community involvement. Highly recommend.

I asked my mom in law for a honest and experienced advisor because she is super smart,organized and wont trust anybody, so she told me Erick and his dad has being in this ... more

Lisa does a great job at helping individuals and small businesses create and manage their investment plans

David J Haskell is great guy he's very knowledgeable really cares about what he does for people and I can say so because I am myself

Answered a lot of my questions! Very knowledgeable!

On 01/19/24 I was a victim of fraud. It is likely that a Card Skimmer was planted on the middle ATM located outside the bank. Bank account was cleaned out in 24 hours. I ... more

I had a great experience with the financial/investment advisor Candelario Topete. I needed to open a Qualified Income Trust (QIT), which is not common. Candelario helpe ... more

Such an incompetent management. I came in about an hour after opening. I just came in for change and after waiting in line for over an hour, two of the three tellers have ... more

an extremely dishonest, malevolent and criminal operation! they changed my fathers will against his wishes (according to my stepmother), disregarded my wishes for what i ... more