Sense Financial Services LLCSense 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
Showing 3 reviews with 4 stars · Clear filters
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.
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!
yma
Prompt reminders for deadlines. Responsive staff.
Response from Sense Financial Services LLCAug 22, 2024
We are glad that our reminder system works well for you.