Sense Financial Services LLC Arvostelua 

137
•
TrustScore 5/5 tähteä

4,8

Emme tarkista arvosteluissa esitettyjen väitteiden paikkansapitävyyttä, sillä arvostelut ovat arvostelijoiden omia mielipiteitä. Arvostelu voi kuitenkin saada Varmennettu-merkinnän, jos pystymme todentamaan, että arvostelun kirjoittaja on asioinut yrityksen kanssa. Lue lisää

Alustan luotettavuuden varmistamiseksi kaikkien arvostelujen – varmennettujen ja varmentamattomien – on läpäistävä automaattinen seulonta, joka on käynnissä kellon ympäri. Järjestelmä tunnistaa ja poistaa ohjeistustemme vastaisen sisällön – myös arvostelut, jotka eivät perustu aitoon asiointiin. Tiedostamme, että asiattomia arvosteluja saattaa tästä huolimatta päästä läpi. Voit tehdä meille ilmoituksen mistä tahansa arvostelusta, jonka uskot jääneen meiltä huomaamatta. Lue lisää

Katso, mitä arvostelun kirjoittajat sanovat

Saanut 5/5 tähteä

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... Näytä lisää

Yritys on vastannut

Saanut 5/5 tähteä

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... Näytä lisää

Yritys on vastannut

Saanut 5/5 tähteä

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... Näytä lisää

Yritys on vastannut

Saanut 5/5 tähteä

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... Näytä lisää

Yritys on vastannut

Yrityksen tiedot

  1. Talouskonsultti

Yrityksen kirjoittama

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.


Yhteystiedot

4,8

Erinomainen

TrustScore 5/5 tähteä

137 arvostelua

5 tähteä
4 tähteä
3 tähteä
2 tähteä
1 tähti

Pyytää asiakkailta arvosteluja

Tämä yritys pyytää asiakkailtaan arvosteluja – olivat ne sitten hyviä tai huonoja

On vastannut 100 %: iin saamistaan huonoista arvosteluista

Vastaaminen kestää yleensä yli kuukauden

Kuinka tämä yritys käyttää Trustpilotia

Tutustu arvostelujen ja arvosanojen lähteisiin, pisteytykseen ja moderointiin.

4,8

Kaikki arvostelut

(137)

39 arvostelua kuluneen 12 kuukauden aikana

Kirjoita arvostelu
Yritykset eivät saa tarjota kannustimia tai maksaa arvostelujen piilottamisesta Trustpilotissa. Arvostelut ovat yksittäisten käyttäjien mielipiteitä, eivät Trustpilotin. Lue lisää

Saanut 5/5 tähteä

They are amazing

I am very impressed with Dmitriy and his team's knowledge and responsiveness to my questions.They have a large amount of detailed information regarding the solo 401k. I am very happy with them.

22. elokuuta 2024
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

Zehua, thank you for your trust and confidence in the Sense Financial team!

Saanut 5/5 tähteä

Dream Team

The team at Sense Financial led by Dmitriy care deeply about their clients. I appreciate the ease and access in making an appointment to answer my questions. I am grateful for the knowledgeable and good advice received.

21. elokuuta 2024
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

Ritabelle, you are so sweet! It is our privilege to serve you, and we are glad to hear that we have exceeded your expectations.

Saanut 5/5 tähteä

Sense Financial Services showed me a…

Sense Financial Services showed me a way to take control of my 401K investments. Never having been a fan of the market, I am excited about now being able to invest in real estate, loans, and many other vehicles other than funds managed by someone you never meet.

I HIGHLY recommend Dmitriy and his staff.

21. elokuuta 2024
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

Joe, thank you so much for your feedback. We are delighted your Solo 401k is meeting your expectations!

Saanut 4/5 tähteä

Prompt reminders for deadlines

Prompt reminders for deadlines. Responsive staff.

21. elokuuta 2024
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

We are glad that our reminder system works well for you.

Saanut 5/5 tähteä

I had a question about ETFs in Solo…

I had a question about ETFs in Solo 401k Trust account. Received the answer fairly quickly. Very knowledgeable.

21. elokuuta 2024
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

April, we are happy to hear that we were able to answer your questions to your satisfaction. That is why we are here!

Saanut 5/5 tähteä

Retirement Plan

Dmitry and his team are very professional and responsive.I highly recommended them to anybody looking for a better way to manage their retirement plan, they are the right choice.

20. elokuuta 2024
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

Thank you for sharing your feedback, Facundo! We are thrilled to hear that you are pleased with our service!

Saanut 5/5 tähteä

I used the client portal in search of…how to do. Mega backdoor Roth conversion

I used the client portal in search of information on setting up a Roth account with my existing Solo 401k. I used the chat feature that popped up and shortly got a call from Dmitriy himself!

He immediately identified my problem and not only suggested a perfect solution but sent me all the links and introductions needed to get me set up quickly and easily.

Fabulous customer support. And what a wonderful website packed full of easily accessible information and knowledge.

Thanks you, Sense Financial and team. Specific thanks to Dmiteiy and Mina.

16. elokuuta 2024
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

Laura, thank you for sharing your feedback; it is such an encouragement for our entire team!

Saanut 5/5 tähteä

It was such a pleasure to have…

It was such a pleasure to have accomplished an item on my To Do list in a very short time. I called Sense Financial, left a voicemail, and in a very quick 2-3 minutes, my call was returned. Additionally, I requested for a call from the president of the company to answer my questions. Not only did he return my call, he also answered my questions clearly. He explained where necessary and guided me on where to get additional information, if needed.

16. elokuuta 2024
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

We are delighted to have helped you accomplish your goals!

Saanut 5/5 tähteä

Responce

Responce
Your team responded promptly and provided clear accurate direction and advice.

16. elokuuta 2024
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

Carol, we are happy to serve you!

Saanut 5/5 tähteä

Continues to provide 5-start service over a decade later

I used the services of Sense Financial for the first time around 2009. They were extremely helpful and patient in guiding me through the document preparation for my self-directed IRA. They spent a lot of time explaining the benefits and procedures associated with a self-directed IRA. The process went flawlessly. They have continued to review and monitor my account throughout the years. They periodically offered suggestions. For example, about 2 years ago they discovered how I could save hundreds of dollars per year on IRA custodian fees. They advised me of the situation and guided me through the process for switching to another custodian that charges much lower fees.

I continue to be pleased with Sense Financial. I recommend their services.

13. elokuuta 2024
Oma-aloitteinen arvostelu
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

Steven, we are honored to have served you for over a decade and a half!

Saanut 5/5 tähteä

Sense financial was SUPER helpful!

Dealing with IRS forms and regulatory compliance is daunting and frustrating. Dmitriy is always responsive to questions. Also, Minna went the extra mile and caught some mistakes and was very patient in helping me get everything straightened out. I have found it is easy to get a live person on the phone, even better that the person is knowledgeable and capable!

5. heinäkuuta 2024
Oma-aloitteinen arvostelu
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

Christopher, our team is committed to providing you with the best possible service!

Saanut 5/5 tähteä

Sense Financial

Sense Financial, and Demitri in particular, has always come through for me. The Solo 401K he set up for me is exactly what I needed. And when I have a question he always gets back to me promptly.
--Dr. Eliot Rosen

26. kesäkuuta 2024
Oma-aloitteinen arvostelu
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

Dr. Rosen, it is a privilege to serve you!

Saanut 5/5 tähteä

Sense Financial is a great company to…

Sense Financial is a great company to set up the self directed plans. Dmitriy is very knowledgeable and accessible for any and every question.

10. kesäkuuta 2024
Oma-aloitteinen arvostelu
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

Alex, thanks for your feedback!

Saanut 5/5 tähteä

I have personally known Dmitriy for 19…

I have personally known Dmitriy for 19 years since 2005. I've had the privilege of building a close relationship with Dmitriy over the last two decades. He is a wealth of knowledge on a wide variety of real estate investing topics. My company Marshall Reddick Real Estate has been a partner of Dmitriy and Sense Financial since inception in 2010. Him and his team have served thousands of our clients on tapping into their retirement accounts to self-direct and invest in rental property, private money loans, private investment funds, and other non-traditional investments through Marshall Reddick. He is also a very kind and patient person who has taken the time with many beginning and experienced investors to guide them through the journey. He is not hard to find on the internet as a spokesperson for Bigger Pockets and other forums where investors go to seek knowledge. He is extremely trustworthy, generous, and an all around great person. Highly, highly recommend Dmitriy and his team!

26. kesäkuuta 2023
Oma-aloitteinen arvostelu
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

Scott, we are grateful for two decades of partnership!

Saanut 5/5 tähteä

These guys are great

These guys are great, very helpful and responsive.

25. kesäkuuta 2024
Oma-aloitteinen arvostelu
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

Thanks, Chuck!

Saanut 5/5 tähteä

Setting Up my Solo 401k was Easy Peasy

Sense Financial helped me set up my Solo 401k. Between their team, and the helpful video tutorials, the process was easy.

21. kesäkuuta 2024
Oma-aloitteinen arvostelu
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

Joan, thank you for your trust! We are looking forward to serving your needs for many years to come.

Saanut 5/5 tähteä

Finally complete

Not sure why I had so many challenges setting up my Solo 401K, but I have been given so much help by Minna and Maria. They walked me through every step of the process.
Thank you to the entire Sense Financial team.

24. kesäkuuta 2024
Oma-aloitteinen arvostelu
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

Steve, thank you for your trust and confidence in our team!

Saanut 5/5 tähteä

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. kesäkuuta 2024
Oma-aloitteinen arvostelu
Sense Financial Services LLC-logo

Vastaus yritykseltä Sense Financial Services LLC

Joel, it is a privilege to serve your clients!

Trustpilot-kokemus

Kuka tahansa voi kirjoittaa Trustpilot-arvostelun. Arvostelun kirjoittajalla on oikeus muokata tai poistaa niitä milloin tahansa, ja ne näkyvät niin kauan kuin tili on aktiivinen.

Käytämme omistautuneita ihmisiä ja älykästä teknologiaa alustamme turvaamiseen. Lue lisää siitä, miten torjumme väärennettyjä arvosteluja.

Tutustu Trustpilotin arviointiprosessiin.

Tästä 8 vinkkiä loistavien arvostelujen kirjoittamiseen.

Varmennus auttaa takaamaan, että Trustpilotissa lukemasi arvostelut ovat todellisten henkilöiden kirjoittamia.

Kannustimien tarjoaminen arvosteluille tai arvostelujen pyytäminen valikoivasti voi vääristää TrustScore-tulosta, mikä on sääntöjemme vastaista.

Tutustu tarkemmin