Steve
Sense Financial Services is very Helpful.
Sense Financial Services is very professional and eager to help me with any questions and requests. I highly recommend Sense Financial. Steve Glenn

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
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.
Joe M. Bronx, N.
Sense Financial Services showed me a way to take control of my 401K investments. Never having been a fan of the market, I am excited about now being able to invest in real estate, loans, and many other vehicles other than funds managed by someone you never meet. I HIGHLY recommend Dmitriy and his staff.
Response from Sense Financial Services LLCAug 22, 2024
Joe, thank you so much for your feedback. We are delighted your Solo 401k is meeting your expectations!
April B.
I had a question about ETFs in Solo 401k Trust account. Received the answer fairly quickly. Very knowledgeable.
Response from Sense Financial Services LLCAug 22, 2024
April, we are happy to hear that we were able to answer your questions to your satisfaction. That is why we are here!
Lee
Excellent service !
Response from Sense Financial Services LLCAug 22, 2024
Thank you so much Lee!