Danny A.
Timely response
Timely response
Response from Sense Financial Services LLCJan 31, 2026
Danny, we appreciate you taking the time to share 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
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Investments & Wealth · Orange, California
Excellent
129 approved reviews, newest moderated first
Danny A.
Timely response
Response from Sense Financial Services LLCJan 31, 2026
Danny, we appreciate you taking the time to share about your experience.
Dave P.
Dmitriy, did a great job explaining, what I needed to do regarding the annual self directed IRA valuation and RMD.
Response from Sense Financial Services LLCJan 31, 2026
Dave, glad we were able to assist you. We always strive to provide our clients with the best service possible.
Stephen G.
First they educated me on the benefits and advantages of having a solo 401k. I work hard for my money so I dont invest without alot of due diligence and a hundred questions. To their credit, they patiently answered every one of them. One my concerns was signing up and being left on my own to figure everything out. However, Sense Financial has been so good to quickly respond to every message, email and call even after the sale. They partner with you for the long term! I'm so glad that I partnered with Sense Financial. I don't think you will find a better company anywhere.
Response from Sense Financial Services LLCJan 31, 2026
Stephen, what you described is how we strive to treat every one of our clients. Glad you had a great experience, and please don't hesitate to contact us if we can assist you with any other questions.
Danny K.
Dimitriy is very prompt in responding to any questions and he has good knowledge. He answers all your questions patiently.
Response from Sense Financial Services LLCJan 31, 2026
Danny, thank you for taking the time to share your feedback! Glad I was able to assist you.
Kevin S.
Dmitriy and his team are wonderful to work with. They are always accessible provide great customer service. I wish that all of the companies that I deal with were as professional and straightforward as Sense Financial is.
Response from Sense Financial Services LLCJan 31, 2026
Kevin, we appreciate your feedback; it is great encouragement for our team!
SALLY F.
Sense Finance is the best. Anytime I have a question or concern, they immediately respond and answer all my questions and concerns.
Response from Sense Financial Services LLCJan 31, 2026
Sally, you made our day!!! We love to receive feedback from happy clients!
Richard H.
They were happy to walk me through processes and answer a couple of arcane questions I had.
Response from Sense Financial Services LLCFeb 11, 2026
Richard, glad our team provided satisfactory support to you!
Katelyn S.
I've dealt with many financial institutions and Sense Financial Services is a breath of fresh air! Everyone I've spoken to has been professional, competent, and efficient. In particular, Minna has been a wonderful resources. I highly recommend Sense to anyone pursuing a SDIRA.
Response from Sense Financial Services LLCFeb 11, 2026
Katelyn, thank you for sharing your feedback. It serves as a great encouragement for our team!