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... Ver mais
A empresa respondeu
Embora não verifiquemos afirmações específicas porque as opiniões dos avaliadores são pessoais, podemos marcar as avaliações como "Verificadas" quando for possível confirmar que houve uma interação comercial. Leia mais
Para proteger a integridade da plataforma, todas as avaliações em nossa plataforma — verificadas ou não — são analisadas por nosso software automatizado, disponível 24 horas por dia, 7 dias por semana. Essa tecnologia foi concebida para identificar e remover conteúdo que viola nossas diretrizes, incluindo avaliações que não são baseadas em uma experiência real. Reconhecemos que talvez não consigamos detectar tudo e você pode sinalizar qualquer coisa que ache que possamos ter deixado passar. Leia mais
Veja o que dizem as avaliações
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... Ver mais
A empresa respondeu
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... Ver mais
A empresa respondeu
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... Ver mais
A empresa respondeu
Detalhes da empresa
Escrito pela empresa
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.
Informações de contato
1968 S. Coast Hwy #4995, 92651, Laguna Beach, Estados Unidos
- (949) 272-8785
- info@sensefinancial.com
- www.sensefinancial.com
4,8
Excelente
139 avaliações
Pede aos clientes que avaliem
Esta empresa convida seus clientes a deixarem avaliações, sejam elas positivas ou negativas
Respondeu a 100% das avaliações negativas
Normalmente leva mais de 1 mês para responder
Como esta empresa usa o Trustpilot
Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.
Professional, Competent, and Efficient
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.
7 de novembro de 2025
Resposta da Sense Financial Services LLC
Katelyn, thank you for sharing your feedback. It serves as a great encouragement for our team!
The response time was spectacular
The response time was spectacular. I always appreciate the Customer Care.
28 de outubro de 2025
Resposta da Sense Financial Services LLC
Timothy, glad we were able to assist you!
Dmitry gave me a fast helpful response…
Dmitry gave me a fast helpful response for a time sensitive issue on the weekend!
25 de outubro de 2025
Resposta da Sense Financial Services LLC
Michael, happy to help!
We appreciate the courteous prompt…
We appreciate the courteous prompt solution
24 de outubro de 2025
Resposta da Sense Financial Services LLC
Rayfield, thank you for sharing your feedback!
Experience you can trust
The whole team at Sense Financial was great personally and for my brothers and in-laws. They were handled with care and timeliness. I would highly recommend Dmitriy, Minna and the whole team. Thank you thank you thank you
18 de outubro de 2025
Resposta da Sense Financial Services LLC
Glad to hear we provided satisfactory service
Dimitry was knowledgeable and responded…
Dimitry was knowledgeable and responded so quickly. I'm happy with the service they provided
9 de outubro de 2025
Resposta da Sense Financial Services LLC
Gade, thank you for taking the time to share about your experience!
Minna is very friendly and knowledgeable
Minna is very friendly, knowledgeable, and quickly responds to questions and concerns.
1 de outubro de 2025
Resposta da Sense Financial Services LLC
Thank you for sharing your feedback
Supercharing my retirement plans
Sense has been a valuable finance partner of my company and family for the last decade. They provide great customer service and have enabled me to generate much higher returns than I could achieve without self-direction of my funds.
23 de setembro de 2025
Resposta da Sense Financial Services LLC
Awesome! Thanks, Chris!
Awesome Service
I have always gotten the help that I need from the Sense Financial team quickly and high quality.
10 de setembro de 2025
Resposta da Sense Financial Services LLC
Happy to serve you Tara!
Resposta da Sense Financial Services LLC
Jim, thanks for your feedback!
Appreciated the help ensuring I filled…
Appreciated the help ensuring I filled out my subscription agreement correctly.
28 de agosto de 2025
Resposta da Sense Financial Services LLC
Thanks Greg!
Quick responses
Online inquiry was answered quickly and accurate. Didn't have to wait days for an answer. They always reply quickly.
25 de agosto de 2025
Resposta da Sense Financial Services LLC
Jim, we are glad to be able to assist you!
I'll be chatting more
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
2 de agosto de 2025
Resposta da Sense Financial Services LLC
Heidi, thank you for sharing your feedback
Excellent Responsiveness & Support
I appreciate the ongoing education and responsiveness of Sense Financial. Their team is so helpful any time I need it.
31 de julho de 2025
Resposta da Sense Financial Services LLC
Shannon, thanks for sharing your feedback!
Resposta da Sense Financial Services LLC
Thank you Ernie!
Great Onboarding Experience!
Great experience with Natalie, she helped me get onboarded quickly with professionalism and patience.
A+ Experience!
23 de julho de 2025
Resposta da Sense Financial Services LLC
Thanks Maurice!
Resposta da Sense Financial Services LLC
David, welcome onboard!
Professional support for Solo 401k
Dmitriy and Minna are excellent and understand the ins and outs of Solo 401k.
21 de julho de 2025
Resposta da Sense Financial Services LLC
Alex, it is a privilege to serve you!
Dmitriy was very knowledgeable and…
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.
12 de julho de 2025
Resposta da Sense Financial Services LLC
Greg, great to hear that we were able to assist you!
Resposta da Sense Financial Services LLC
Thanks Muhammad!
A Experiência Trustpilot
Qualquer pessoa pode deixar uma avaliação na Trustpilot. Quem escreve uma avaliação tem a possibilidade de editá-la ou excluí-la a qualquer momento. As avaliações serão exibidas enquanto a conta estiver ativa.
Contamos com pessoas dedicadas e tecnologia inteligente para proteger nossa plataforma. Descubra como combatemos avaliações falsas.
Saiba mais sobre o processamento das avaliações da Tustpilot.
Aqui estão 8 dicas para escrever ótimas avaliações.
A verificação ajuda a garantir que pessoas reais estejam escrevendo as avaliações publicadas no Trustpilot.
Oferecer incentivos por avaliações ou pedir por elas seletivamente pode distorcer o TrustScore, o que vai contra nossas diretrizes.