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
Joel L.
I run a small RIA that helps people solve more complicated issues with investing, trading, and planning. When it comes to Solo 4O1k plans, we exclusively recommend Sense Financial, because they are knowledgeable, friendly, and timely. They are a pleasure to work with!
Response from Sense Financial Services LLCJun 24, 2024
Joel, it is a privilege to serve your clients!
Gary C.
My Solo-401k. Easy to create. Easy to maintain. Answers all of my questions whether by phone or their extensive FAQ library. I invest in many alternative investments and their plan and Solo-401k program facilitate my investment strategy. Thanks SFS for all you do.
Response from Sense Financial Services LLCJun 22, 2024
Gary, thank you so much for the glowing review. It is a privilege to serve you over the last 11 years!
Rockette
Long term history with good experience.
Response from Sense Financial Services LLCJun 21, 2024
Thank you for your review, it’s great to have you as part of Sense Financial family of clients
Jeff
Great to work with and very knowledgable! I highly recommend them.
Response from Sense Financial Services LLCJun 21, 2024
Jeff, thank you so much for your review; we are happy to serve you!
Cathy T.
I’ve had my retirement plan for a number of years now, but still run into a few things here and there, such as filling out forms correctly, understanding how my plan works.. etc… The client portal is a great help, whatever you need to know is on the portal. Whenever I need additional help there’s a team of people to help you out. The Customer Service is top notch. Sense Financial is a great company
Response from Sense Financial Services LLCJun 21, 2024
Cathy, it was great meeting you on BiggerPockets in 2020 and we are glad to be able to serve you for the last four years.
Rayce MEYERS, DC, F.
Dmitriy at Sense Financial Services has helped us over the years with his expertise with Solo 401k Retirement Plans and has recently introduced us to the benefits of Check Book Control IRA's when we retire to maximize our RMD's He is very responsive when ever we have a question, we highly recommend his services, give him a call for a consultation
Response from Sense Financial Services LLCJun 21, 2024
Rayce, serving your self-directed retirement account needs has been a joy!
William T.
The support Articles by Sense Financials have been of great help when navigating the management of the Solo401k.
Response from Sense Financial Services LLCJun 21, 2024
William, we are glad that you find our support articles helpful. We are honored to serve you for the last 12 years and looking forward to many more years to come! Thank you for all the referrals you sent over the years!
Peter M.
Sense Financial is one of the most effective, helpful and client supportive businesses we know. We personally have benefitted a lot from their services and are very happy clients and have continued relationship with them.
Response from Sense Financial Services LLCJun 21, 2024
Peter, it has been our privilege to serve you since 2012!