Reviews Summary

Sense Financial Services LLC has a 5.0 - star rating from 3 reviews, indicating a high level of customer satisfaction!

5 stars
3 Reviews
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Rating (1.0)

About company

 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.

Key Details:

  • Location: The company is headquartered in Anaheim Hills, California, United States.
  • Founders: Sense Financial Services LLC was founded by Dmitriy Fomichenko.
  • Foundation Date: The company was established in the year 2010.

Customer reviews

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(5.0)
This company has supported me throughout the entire process
by Amy P

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!

(5.0)
Handling IRS forms and regulatory stuff
by Christopher

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!

(5.0)
Sense Financial Services opened up a path for me to manage
by Joe M.

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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