Sense Financial Services LLCSense 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.
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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
Luigi K.
The staff at Sense Financial has been extremely helpful and efficient in setting up my self directed IRA. They stay on top for what needs to be done and are always available to answer questions via email or direct phone calls. I highly recommend their services.
Steve H.
Always responsive, attentive, and personalized interactions.
Jarvis B.
Prompt response with clear instructions.
EJJ
Dimitry reached out to me personally and walked me through the proper steps. Great Customer support.
Marian M.
Dmitry and his team are simply amazing!
Liz
Exceptional customer service, very helpful and knowledgeable.
T K.
I appreciate the personal phone call from Dmitriy. That is a level of service that hardly exists anymore.
Sam
Excellent service all the way from start to finish with support as well! I would recommend strongly!