Scott J.
Very responsive and great attention to…
Very responsive and great attention to detail!
Response from Sense Financial Services LLCMar 12, 2026
Scott, thank you for sharing about your experience!

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
Scott J.
Very responsive and great attention to detail!
Response from Sense Financial Services LLCMar 12, 2026
Scott, thank you for sharing about your experience!
Tom P.
Quick response!!!
Response from Sense Financial Services LLCFeb 19, 2026
Tom, we appreciate your feedback!
Greg
I appreciated the prompt response to my questions, and the expertise you provided resolved the issue.
Response from Sense Financial Services LLCFeb 19, 2026
Greg, we are happy to help!
james L.
Working with Ms. Nah has always been an excellent experience. Always available when I reach out for advice/direction and/or clarity on any question. Extremely friendly and professional. Has been a great resource for me.
Response from Sense Financial Services LLCJan 23, 2026
James, thank you so much for sharing your feedback!
Ant B.
Excellent responsiveness and service. They also have a wealth of educational videos and helpful home page for their customers. Although I just onboarded with them, it has thus far been a very good experience.
Response from Sense Financial Services LLCJan 23, 2026
Ant, we appreciate you taking the time to share about your experience!
Scott J.
All good but I’m disappointed that Sense no longer handles my 1099-R generation and submission to IRS.
Response from Sense Financial Services LLCJan 23, 2026
Scott, thank you for taking the time to share your feedback. Our software removed this feature, but we are working on finding a replacement.
John P.
Very friendly, helpful and knowledgeable
Response from Sense Financial Services LLCJan 31, 2026
John, thank you for sharing your feedback!
Khalid
Sense Financial is a top-notch firm. The customer service was extraordinary. Talking to Brett Synicky was like talking to a friend. He answered all of our questions in detail. He even followed up until we had no concerns. I would say that we are completely satisfied with Sense Financial.
Response from Sense Financial Services LLCJan 23, 2026
Khalid, thank you for sharing your feedback. Brett and our entire team are here to serve you!