BILL Y.
Personal touch.
Personal touch.
Response from Sense Financial Services LLCJun 16, 2026
Thank you Bill, we look froward to continue serving you!

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
129 approved reviews, newest moderated first
BILL Y.
Personal touch.
Response from Sense Financial Services LLCJun 16, 2026
Thank you Bill, we look froward to continue serving you!
g paul M.
Some advisers lost a lot for clients. At least one has Criminal complaint filed against him for fraudulent sales practices Losses over $4 million
Response from Sense Financial Services LLCMay 14, 2026
Paul, we believe this review may have been posted in error, as our records do not show that you are or have ever been a client of Sense Financial, nor do we have any record of communication from you. We would also like to clarify that Sense Financial is not a fiduciary and does not manage, custody, or handle client funds. Our role is limited to establishing and supporting self-directed retirement plans. Client funds are never sent to, held by, or processed through our company. We take accuracy seriously and respectfully ask that you update or remove this review if it was intended for another company or based on incorrect information.
Delyse N.
Dmitry always responds quickly which I greatly appreciate.
Response from Sense Financial Services LLCMar 26, 2026
Delyse, it was a pleasure serving you since 2011!
Bill
Knowledgeable, professional, polite
Response from Sense Financial Services LLCMar 26, 2026
Thanks for your feedback, Bill!
Lyndon T.
I have been with them for a long time now and I always recommend them with my colleagues and friends coz they are good people and very helpful. I always get prompt response whenever I have questions in my mind. Thanks guys. I always appreciate your help.
Response from Sense Financial Services LLCMar 12, 2026
Lyndon, thank you for sharing your feedback!
SDK Financial L.
Prompt reply and a consistent willingness to help and go the extra mile.
Response from Sense Financial Services LLCMar 12, 2026
Glad to be of service!
William P. T.
Top notch advise.
Response from Sense Financial Services LLCMar 12, 2026
William, we are happy to serve you!
customer
Impressively prompt responses and service with every single person I’ve interacted with. Brett Minna Shella All outstanding! (Hope I spelled their names correctly)
Response from Sense Financial Services LLCMar 4, 2026
Don, thank you for sharing your feedback!