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... Mehr ansehen
Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren
Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren
Das sagen Bewerter
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... Mehr ansehen
Unternehmen hat geantwortet
Brett and the team at Sense Financial set up my solo 401(k) and the process was excellent start to finish. Documents came back quickly and everything was explained clearly. As a CPA, I’m picky about t... Mehr ansehen
Unternehmen hat geantwortet
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... Mehr ansehen
Unternehmen hat geantwortet
Unternehmensdetails
Vom Unternehmen geschrieben
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.
Kontaktinformationen
1968 S. Coast Hwy #4995, 92651, Laguna Beach, Vereinigte Staaten
- (949) 272-8785
- info@sensefinancial.com
- www.sensefinancial.com
4,8
Hervorragend
136 Bewertungen
Bittet Kunden um Bewertungen
Das Unternehmen lädt seine Kunden ein, Bewertungen zu hinterlassen – ob positive oder negative.
Hat 100 % seiner negativen Bewertungen beantwortet
Braucht meist mehr als 1 Monat zum Antworten
So nutzt dieses Unternehmen Trustpilot
Erfahren Sie, woher die Bewertungen stammen und wie sie ausgewertet und moderiert werden.
Das haben sich andere Leute angesehen
Top notch advise.
3. März 2026
Antwort von 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. März 2026
Antwort von 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. Februar 2026
Antwort von Sense Financial Services LLC
Scott, thank you for sharing about your experience!
Antwort von 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. Februar 2026
Antwort von 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. Jänner 2026
Antwort von 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. Jänner 2026
Antwort von 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. Jänner 2026
Antwort von 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.
Antwort von 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. Dezember 2025
Antwort von Sense Financial Services LLC
Khalid, thank you for sharing your feedback. Brett and our entire team are here to serve you!
Antwort von 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. Dezember 2025
Antwort von 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. Dezember 2025
Antwort von 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. Dezember 2025
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von Sense Financial Services LLC
Richard, glad our team provided satisfactory support to you!
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. November 2025
Antwort von 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. Oktober 2025
Antwort von 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. Oktober 2025
Antwort von Sense Financial Services LLC
Michael, happy to help!
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