United States 155 N Riverview Dr, Ste 100 Anaheim Hills 92808
Investing
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Sense Financial Services LLC is 13 out of 113 best companies in Investing on RealReviews.io
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Sense Financial Services LLC has a 5 - star rating from 5 reviews, indicating a high level of customer satisfaction!
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Amy P
1 reviews
This company has supported me throughout the entire process
This company has supported me throughout the entire process of changing my IRA to a Self-directed solo 401K plan. Their website explains all the steps clearly. If you have any questions or if something is unclear, they will either answer your call, reply quickly, or respond via email. I can't say enogh good things about them!
Christopher
1 reviews
Handling IRS forms and regulatory stuff
Handling IRS forms and regulatory stuff can be tough and stressful. Dmitriy always replies to questions. Minna also went out of her way, spotted errors, and was very patient in helping fix things. It’s easy to reach a live person on the phone, and it's great that they’re smart and helpful!
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Michael
1 reviews
United States
The team is really friendly and easy to talk to.
The team is really friendly and easy to talk to. You can always ask questions if needed. They seem to do well with staying in line with rules. There were a few mistakes in the original, but they fixed them right away with no issues.
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Joe M.
1 reviews
Sense Financial Services opened up a path for me to manage
Sense Financial Services opened up a path for me to manage my 401K investments. I've never been keen on the market, but now I can invest in real estate, loans, and other options beyond funds handled by faceless managers.
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Rita
1 reviews
The crew at Sense Financial, guided by Dmitriy
The crew at Sense Financial, guided by Dmitriy, genuinely looks out for their clients. I value how simple it is to schedule an appointment to address my inquiries. I am thankful for the wise and helpful guidance I got.
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United States 155 N Riverview Dr, Ste 100 Anaheim Hills 92808
Investing
Each brand on RealReviews.io belongs to a specific category, where it holds a position in the top rankings. The ranking is determined by various factors, such as the overall rating on the site, the number of reviews, the business's activity in managing reviews, engagement with customers, and more.
Sense Financial Services LLC is 13 out of 113 best companies in Investing on RealReviews.io
firm focusing on self-directed retirement accounts. They offer solutions like the Solo 401k and Checkbook IRA, allowing investment in diverse assets, including real estate. These accounts provide clients with checkbook control over their retirement funds. The firm aims to minimize or eliminate custodian fees for its clients. Sense Financial Services specializes in offering flexible and cost-effective retirement planning options.
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firm focusing on self-directed retirement accounts. They offer solutions like the Solo 401k and Checkbook IRA, allowing investment in diverse assets, including real estate. These accounts provide clients with checkbook control over their retirement funds. The firm aims to minimize or eliminate custodian fees for its clients. Sense Financial Services specializes in offering flexible and cost-effective retirement planning options.
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