Marke
Minna
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.

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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129 approved reviews, newest moderated first
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.
Steve
Sense Financial Services is very professional and eager to help me with any questions and requests. I highly recommend Sense Financial. Steve Glenn
Thomas
Excellent work from Dmitriy. Always nice and very experienced.
Bill M.
Everyone there is fantastic! Great company to work with!
Response from Sense Financial Services LLCAug 24, 2024
Bill, you made our day! Thank you for the five stars!
Zehua Z.
I am very impressed with Dmitriy and his team's knowledge and responsiveness to my questions.They have a large amount of detailed information regarding the solo 401k. I am very happy with them.
Response from Sense Financial Services LLCAug 22, 2024
Zehua, thank you for your trust and confidence in the Sense Financial team!
Ritabelle F.
The team at Sense Financial led by Dmitriy care deeply about their clients. I appreciate the ease and access in making an appointment to answer my questions. I am grateful for the knowledgeable and good advice received.
Response from Sense Financial Services LLCAug 22, 2024
Ritabelle, you are so sweet! It is our privilege to serve you, and we are glad to hear that we have exceeded your expectations.