Ram C.
prompt response and delivered needed…
prompt response and delivered needed material quickly

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
Ram C.
prompt response and delivered needed material quickly
Sharon M.
Alway get back to you when you have a question. Recommend Sense Financial.
Anna L.
I highly recommend Sence Financial Services to anyone who is looking for creative ways to invest. I have been working with this company for about 5 years and I am extremely pleased with our collaboration. The financial product itself is very convenient for me and meets my goals, and the company provides unlimited and timely support on documentation management. Every transaction with Sense Financial has been smooth and effortless even though I have very limited knowledge in finance.
Heather R.
I got a call back with the information I requested within a couple hours. Dmitriy was very patient and took the time to answer all of my questions.
Kevin P.
Incredible customer service.
customer
quick responses. knowledgeable and took the time to help.
Michael
Everyone is very approachable. Can always ask follow up questions. Seems to be good re: compliance. Needed some revisions for a spelling mistake in the originals- corrected- no problem.
Jerry C.
Great service, the folks are there when I need assistance. I feel like they are a part of my "financial team" that I can rely on when needed.