Day Walker E.
Excellent!
Excellent!
Response from Sense Financial Services LLCMay 1, 2026
Thanks!

Sense Financial Services LLC is a boutique financial firm specializing in self-directed retirement accounts with checkbook control. The Solo 401k and Checkbook IRA are viable solutions that allow investment in virtually any asset, including real estate, provide “checkbook control” over a client’s retirement account, and minimize or eliminate custodian fees.
Sense Financial Services LLC (sensefinancial.com) has 129 customer reviews on Five Star Index, with an average rating of 4.9 out of 5.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · Irvine, California
Excellent

Investments & Wealth · Calabasas, California
Excellent

Investments & Wealth · Orange, California
Excellent
129 approved reviews, newest moderated first
Day Walker E.
Excellent!
Response from Sense Financial Services LLCMay 1, 2026
Thanks!
Matt
Excellent support throughout the entire process of creating a SDIRA as well as ongoing support afterwards!
Response from Sense Financial Services LLCMay 1, 2026
Happy to serve you Matt!
Scott F.
Always available to answer questions and respond very quickly
Response from Sense Financial Services LLCMay 1, 2026
Thanks Scott!
Jane
Responsive to emails, calls, prompt set up of accounts and very supportive and friendly as well as knowledgeable and professional
Response from Sense Financial Services LLCJun 16, 2026
Thank you Jane! We will continue to provide you our best services.
Shah K.
Best company. Immediate response. Good customer response.
Response from Sense Financial Services LLCJun 16, 2026
Thank you Shah, we look forward to continue serving you!
Ajit D.
I’ve been with Dmitriy / Sense Financial for over 10 years. He has been excellent, very professional and prompt in responding….even on weekends and after hours. I am very happy that I chose him to set up my Solo 401k Trust. Ajit Dhanjani
Response from Sense Financial Services LLCJun 16, 2026
Thank you, Ajit! We're here to assist you and we will continue to deliver only our best.
Quang L.
Excellent service and stay connected with customer!
Orlando B.
Great team that is very knowledgeable.