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
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A pleasure to work with!
I run a small RIA that helps people solve more complicated issues with investing, trading, and planning. When it comes to Solo 4O1k plans, we exclusively recommend Sense Financial, because they are knowledgeable, friendly, and timely. They are a pleasure to work with!
21 de junho de 2024
Avaliação não solicitada
Resposta da Sense Financial Services LLC
Joel, it is a privilege to serve your clients!
First and Only Place to Go for a Solo-401k Account
My Solo-401k. Easy to create. Easy to maintain. Answers all of my questions whether by phone or their extensive FAQ library. I invest in many alternative investments and their plan and Solo-401k program facilitate my investment strategy. Thanks SFS for all you do.
21 de junho de 2024
Avaliação não solicitada
Resposta da Sense Financial Services LLC
Gary, thank you so much for the glowing review. It is a privilege to serve you over the last 11 years!
Long term history with good experience.
21 de junho de 2024
Avaliação não solicitada
Resposta da Sense Financial Services LLC
Thank you for your review, it’s great to have you as part of Sense Financial family of clients
Great to work with and very…
Great to work with and very knowledgable! I highly recommend them.
21 de junho de 2024
Avaliação não solicitada
Resposta da Sense Financial Services LLC
Jeff, thank you so much for your review; we are happy to serve you!
Reliable
I’ve had my retirement plan for a number of years now, but still run into a few things here and there, such as filling out forms correctly, understanding how my plan works.. etc… The client portal is a great help, whatever you need to know is on the portal. Whenever I need additional help there’s a team of people to help you out. The Customer Service is top notch. Sense Financial is a great company
20 de junho de 2024
Avaliação não solicitada
Resposta da Sense Financial Services LLC
Cathy, it was great meeting you on BiggerPockets in 2020 and we are glad to be able to serve you for the last four years.
Dmitriy at Sense Financial Services has…
Dmitriy at Sense Financial Services has helped us over the years with his expertise with Solo 401k Retirement Plans and has recently introduced us to the benefits of Check Book Control IRA's when we retire to maximize our RMD's
He is very responsive when ever we have a question, we highly recommend his services, give him a call for a consultation
20 de junho de 2024
Avaliação não solicitada
Resposta da Sense Financial Services LLC
Rayce, serving your self-directed retirement account needs has been a joy!
Excellent Help Responses
The support Articles by Sense Financials have been of great help when navigating the management of the Solo401k.
19 de junho de 2024
Avaliação não solicitada
Resposta da Sense Financial Services LLC
William, we are glad that you find our support articles helpful. We are honored to serve you for the last 12 years and looking forward to many more years to come! Thank you for all the referrals you sent over the years!
Sense Financial is one of the most…
Sense Financial is one of the most effective, helpful and client supportive businesses we know.
We personally have benefitted a lot from their services and are very happy clients and have continued relationship with them.
20 de junho de 2024
Avaliação não solicitada
Resposta da Sense Financial Services LLC
Peter, it has been our privilege to serve you since 2012!
They are independent financial advisors…
They are independent financial advisors as such they can ensure you get the best at the best price rather than a tied agent who can only recommend one company.
My advisor Gary proved to be a valuable asset allowing me to retire in my early 50s. His draw down pension advice has made dramatic changes in my life possible.
In addition his dedication to customer service means he has gone on to answer some of my questions even though it is no longer of any financial value to him.
If you want a financial advisor that you can trust then this company and this advisor is a great place to start.
18 de abril de 2023
Avaliação não solicitada
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