EJJ
Dimitry reached out to me personally…
Dimitry reached out to me personally and walked me through the proper steps. Great Customer support.

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.
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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
Showing 125 reviews with 5 stars · Clear filters
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!
Marke
Minna is, and always has been, extremely helpful in helping me navigate the Solo401k process. Always takes the time to help me and my experience couldn't be better.
Customer Amy P.
This is an honest company that I have used for years. I needed to make some changes in my retirement accounts and they made the process seamless. Dmitriy (the company owner) and Minna are both very knowledgeable, helpful and easy to work with! I highly highly recommend!!
Ray K.
They offer great service, very knowledgeable and super quick responses.