Easy to get an appointment. Brett was upfront with what he could or could not do. He understood my goals quickly and quickly offered me a referral. No pushing. Very respectful and all in all great use... Toon meer
Bedrijf heeft geantwoord
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Lees wat reviewers zeggen
Sense Financial knows how to do business. Although they incorporate plenty of technology into their business, it's a relief to work with a company that doesn't allow that technology to replace their c... Toon meer
Bedrijf heeft geantwoord
I signed up with Dmitriy Fomichenko in 2020 for my self-directed Solo 401(k), and more recently, in 2026, for my self-directed Roth IRA. Over the years, I’ve been extremely satisfied with the serv... Toon meer
Bedrijf heeft geantwoord
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 hel... Toon meer
Bedrijf heeft geantwoord
Bedrijfsgegevens
Geschreven door het bedrijf
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.
Contactgegevens
1968 S. Coast Hwy #4995, 92651, Laguna Beach, Verenigde Staten
- (949) 272-8785
- info@sensefinancial.com
- www.sensefinancial.com
4,8
Uitstekend
139 reviews
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Heeft 100% van zijn negatieve reviews beantwoord
Reageert doorgaans pas na meer dan 1 maand
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Antwoord van Sense Financial Services LLC
Thanks for your feedback, Bill!
Solo 401K
I have been with them for a long time now and I always recommend them with my colleagues and friends coz they are good people and very helpful.
I always get prompt response whenever I have questions in my mind.
Thanks guys. I always appreciate your help.
4 maart 2026
Antwoord van Sense Financial Services LLC
Lyndon, thank you for sharing your feedback!
Prompt reply and a consistent…
Prompt reply and a consistent willingness to help and go the extra mile.
5 maart 2026
Antwoord van Sense Financial Services LLC
Glad to be of service!
Top notch advise.
3 maart 2026
Antwoord van Sense Financial Services LLC
William, we are happy to serve you!
Impressively prompt responses and…
Impressively prompt responses and service with every single person I’ve interacted with.
Brett
Minna
Shella
All outstanding! (Hope I spelled their names correctly)
2 maart 2026
Antwoord van Sense Financial Services LLC
Don, thank you for sharing your feedback!
Very responsive and great attention to…
Very responsive and great attention to detail!
27 februari 2026
Antwoord van Sense Financial Services LLC
Scott, thank you for sharing about your experience!
Antwoord van Sense Financial Services LLC
Tom, we appreciate your feedback!
I appreciated the prompt response to my…
I appreciated the prompt response to my questions, and the expertise you provided resolved the issue.
10 februari 2026
Antwoord van Sense Financial Services LLC
Greg, we are happy to help!
Working with Ms Nah
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.
13 januari 2026
Antwoord van Sense Financial Services LLC
James, thank you so much for sharing your feedback!
Excellent responsiveness and service
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.
15 januari 2026
Antwoord van Sense Financial Services LLC
Ant, we appreciate you taking the time to share about your experience!
All good but I’m disappointed that…
All good but I’m disappointed that Sense no longer handles my 1099-R generation and submission to IRS.
9 januari 2026
Antwoord van Sense Financial Services LLC
Scott, thank you for taking the time to share your feedback. Our software removed this feature, but we are working on finding a replacement.
Antwoord van Sense Financial Services LLC
John, thank you for sharing your feedback!
Sense Financial is a top-notch firm
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.
22 december 2025
Antwoord van Sense Financial Services LLC
Khalid, thank you for sharing your feedback. Brett and our entire team are here to serve you!
Antwoord van Sense Financial Services LLC
Danny, we appreciate you taking the time to share about your experience.
Dmitriy
Dmitriy, did a great job explaining, what I needed to do regarding the annual self directed IRA valuation and RMD.
9 december 2025
Antwoord van Sense Financial Services LLC
Dave, glad we were able to assist you. We always strive to provide our clients with the best service possible.
One Great Company
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.
5 december 2025
Antwoord van Sense Financial Services LLC
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.
Dimitriy is very prompt in responding…
Dimitriy is very prompt in responding to any questions and he has good knowledge. He answers all your questions patiently.
9 december 2025
Antwoord van Sense Financial Services LLC
Danny, thank you for taking the time to share your feedback! Glad I was able to assist you.
Sense Financial is Top Notch
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.
26 november 2025
Antwoord van Sense Financial Services LLC
Kevin, we appreciate your feedback; it is great encouragement for our team!
Sense Finance is the best
Sense Finance is the best. Anytime I have a question or concern, they immediately respond and answer all my questions and concerns.
24 november 2025
Antwoord van Sense Financial Services LLC
Sally, you made our day!!! We love to receive feedback from happy clients!
Helpful!!
They were happy to walk me through processes and answer a couple of arcane questions I had.
10 november 2025
Antwoord van Sense Financial Services LLC
Richard, glad our team provided satisfactory support to you!
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