Sense Financial Services LLCReviews of sensefinancial.com

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

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

The support Articles by Sense Financials have been of great help when navigating the management of the Solo401k.

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.

They are independent financial advisors as such they can ensure you get the best at the best price rather than a tied agent who can only recommend one company. My advisor Gary proved to be a valuable asset allowing me to retire in my early 50s. His draw down pension advice has made dramatic changes in my life possible. In addition his dedication to customer service means he has gone on to answer some of my questions even though it is no longer of any financial value to him. If you want a financial advisor that you can trust then this company and this advisor is a great place to start.