Jim
Very timely
Very timely
Response from Sense Financial Services LLCFeb 13, 2026
Jim, thanks for your feedback!

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
Jim
Very timely
Response from Sense Financial Services LLCFeb 13, 2026
Jim, thanks for your feedback!
Greg H.
Appreciated the help ensuring I filled out my subscription agreement correctly.
Response from Sense Financial Services LLCFeb 13, 2026
Thanks Greg!
Jim M.
Online inquiry was answered quickly and accurate. Didn't have to wait days for an answer. They always reply quickly.
Response from Sense Financial Services LLCFeb 19, 2026
Jim, we are glad to be able to assist you!
Heidi C.
I'll be chatting more, as this transition to a new company has me thinking about what the heck was going on and how little I actually understand my position with a lack of a specific support person. Now I have someone I can talk to. thnka goodness
Response from Sense Financial Services LLCFeb 19, 2026
Heidi, thank you for sharing your feedback
Shannon B.
I appreciate the ongoing education and responsiveness of Sense Financial. Their team is so helpful any time I need it.
Response from Sense Financial Services LLCFeb 19, 2026
Shannon, thanks for sharing your feedback!
EIG L.
The staff is great, fast service and knowledgeable.
Response from Sense Financial Services LLCFeb 19, 2026
Thank you Ernie!
Maurice T.
Great experience with Natalie, she helped me get onboarded quickly with professionalism and patience. A+ Experience!
Response from Sense Financial Services LLCFeb 19, 2026
Thanks Maurice!
David M.
Great onboarding experience.
Response from Sense Financial Services LLCFeb 19, 2026
David, welcome onboard!