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
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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
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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
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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
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prompt response and delivered needed…
prompt response and delivered needed material quickly
30 de janeiro de 2025
Responsive
Alway get back to you when you have a question. Recommend Sense Financial.
29 de janeiro de 2025
Very reliable company, great customer service
I highly recommend Sence Financial Services to anyone who is looking for creative ways to invest. I have been working with this company for about 5 years and I am extremely pleased with our collaboration. The financial product itself is very convenient for me and meets my goals, and the company provides unlimited and timely support on documentation management. Every transaction with Sense Financial has been smooth and effortless even though I have very limited knowledge in finance.
24 de janeiro de 2025
Very responsive and informative. Excellent information.I got a call back with the information…
I got a call back with the information I requested within a couple hours. Dmitriy was very patient and took the time to answer all of my questions.
15 de janeiro de 2025
Everyone is very approachable
Everyone is very approachable. Can always ask follow up questions. Seems to be good re: compliance. Needed some revisions for a spelling mistake in the originals- corrected- no problem.
2 de dezembro de 2024
Great service
Great service, the folks are there when I need assistance. I feel like they are a part of my "financial team" that I can rely on when needed.
19 de novembro de 2024
Makes Sense
The staff at Sense Financial has been extremely helpful and efficient in setting up my self directed IRA. They stay on top for what needs to be done and are always available to answer questions via email or direct phone calls. I highly recommend their services.
13 de novembro de 2024
Prompt response with clear instructions.
25 de outubro de 2024
Dimitry reached out to me personally…
Dimitry reached out to me personally and walked me through the proper steps. Great Customer support.
16 de outubro de 2024
Dmitry and his team are simply amazing!
Dmitry and his team are simply amazing!
16 de outubro de 2024
Exceptional customer service
Exceptional customer service, very helpful and knowledgeable.
2 de outubro de 2024
I appreciate the personal phone call…
I appreciate the personal phone call from Dmitriy. That is a level of service that hardly exists anymore.
1 de outubro de 2024
Excellent service all the way from…
Excellent service all the way from start to finish with support as well! I would recommend strongly!
16 de setembro de 2024
Minna
Minna is, and always has been, extremely helpful in helping me navigate the Solo401k process. Always takes the time to help me and my experience couldn't be better.
10 de setembro de 2024
Honest and Knowledgeable Company!!
This is an honest company that I have used for years. I needed to make some changes in my retirement accounts and they made the process seamless. Dmitriy (the company owner) and Minna are both very knowledgeable, helpful and easy to work with! I highly highly recommend!!
11 de setembro de 2024
They offer great service
They offer great service, very knowledgeable and super quick responses.
7 de setembro de 2024
Sense Financial Services is very Helpful.
Sense Financial Services is very professional and eager to help me with any questions and requests. I highly recommend Sense Financial.
Steve Glenn
23 de agosto de 2024
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