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
Bryan M.
Aurellia's response time to my email was fast, helpful and so polite. She was able to point me in the right direction. Each time I have emailed asking for help the response time is amazing and I always get my question answered. Thank's everyone for your help.
Response from Sense Financial Services LLCJul 24, 2026
We're happy to help, thank you Bryan! We will continue to provide you the best service we can.
Tetesa
They acted quickly and responded with my documents that I requested.
Response from Sense Financial Services LLCJul 24, 2026
Our pleasure to serve you! Thank you Tetesa.
Joel V.
I look forward to working with you all.
Response from Sense Financial Services LLCJun 29, 2026
Thank you Joel! We look forward to serving you.
Joyce
Sense goes above and beyond to help their clients! Much appreciative...
Response from Sense Financial Services LLCJun 24, 2026
Joyce, thank you for the kind words!
Rick S.
Very knowledgeable and helpful. Great customer service. Made settings this up simple. Thanks
Response from Sense Financial Services LLCJun 16, 2026
Rick, thank you for sharing your experience! We will continue to provide only our best.
Karl K.
They are always available to answer my questions. They are very knowledgeable.
Response from Sense Financial Services LLCJun 16, 2026
Thank you Karl. We're here to help you the best we can!
Dan M.
Very quick response. When one person wasn’t positive on their answer they immediately went to another with more experience with that field
Response from Sense Financial Services LLCJun 16, 2026
Thank you Dan! Our team strives to provide the best support, and will continue to work together to give you the best experience.
TSD K T.
Their level of customer service and prompt response time was truly impressive and greatly appreciated. This is becoming harder to come by in this day and age.
Response from Sense Financial Services LLCJun 16, 2026
We're so glad to hear that. Our team prides ourselves in our timely responses and quality customer service. We look forward to continue providing your our best!