Alex Z.
Professional support for Solo 401k
Dmitriy and Minna are excellent and understand the ins and outs of Solo 401k.
Response from Sense Financial Services LLCFeb 19, 2026
Alex, it is a privilege to serve 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
Alex Z.
Dmitriy and Minna are excellent and understand the ins and outs of Solo 401k.
Response from Sense Financial Services LLCFeb 19, 2026
Alex, it is a privilege to serve you!
customer
Dmitriy was very knowledgeable and responded quickly. He was, however, somewhat abrasive. The prior company wasn't very helpful on the 5500EZ form so in previous years we were on our own. Dmitriy helped me understand the things i needed do to correctly fill out the form.
Response from Sense Financial Services LLCFeb 26, 2026
Greg, great to hear that we were able to assist you!
Muhammad F.
Good company good customer service
Response from Sense Financial Services LLCFeb 26, 2026
Thanks Muhammad!
Steve Y.
I always get quick replies and excellent information from Minna Nah. I am a very happy client.
Response from Sense Financial Services LLCFeb 26, 2026
Steve, happy to hear that Minna proved once again to be a great team member.
customer
Knowledgeable people, always helpful
Response from Sense Financial Services LLCFeb 26, 2026
Diana, thank you for sharing your feedback!
Tug G.
Great customer service
Response from Sense Financial Services LLCFeb 26, 2026
Thanks Tug!
Ryan M.
Dmitriy and his team go above and beyond to provide the most excellent customer service imaginable. Their response time is literally unmatched—whether I need a question answered or a problem solved, they have always immediately been available and ready to help. I highly recommend Sense Financial to anyone looking for a team that is dedicated to true service and care.
Response from Sense Financial Services LLCFeb 26, 2026
Ryan, we appreciate your sharing about your experience!
C F.
To obtain a home loan, my lender asked me to take a distribution from my self-directed IRA (for underwriting purposes). After the loan funded, I called Sense Financial to ask if I could return the money (and avoid distribution taxes). Since it was less than 60 days, I was allowed to return the money. Sense helped make that happen.
Response from Sense Financial Services LLCMar 26, 2026
Cynthia, thanks for sharing your experience!