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
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
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
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
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
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
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.
1968 S. Coast Hwy #4995, 92651, Laguna Beach, Yhdysvallat
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.
Everyone there is fantastic! Great company to work with!

Vastaus yritykseltä Sense Financial Services LLC
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.

Vastaus yritykseltä Sense Financial Services LLC
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.

Vastaus yritykseltä Sense Financial Services LLC
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.

Vastaus yritykseltä Sense Financial Services LLC

Vastaus yritykseltä Sense Financial Services LLC
I had a question about ETFs in Solo 401k Trust account. Received the answer fairly quickly. Very knowledgeable.

Vastaus yritykseltä Sense Financial Services LLC
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.

Vastaus yritykseltä Sense Financial Services LLC
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.

Vastaus yritykseltä Sense Financial Services LLC
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.

Vastaus yritykseltä Sense Financial Services LLC
Responce
Your team responded promptly and provided clear accurate direction and advice.

Vastaus yritykseltä Sense Financial Services LLC
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.

Vastaus yritykseltä Sense Financial Services LLC
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!

Vastaus yritykseltä Sense Financial Services LLC
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

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

Vastaus yritykseltä Sense Financial Services LLC
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!

Vastaus yritykseltä Sense Financial Services LLC
These guys are great, very helpful and responsive.

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

Vastaus yritykseltä Sense Financial Services LLC
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.

Vastaus yritykseltä Sense Financial Services LLC
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!

Vastaus yritykseltä Sense Financial Services LLC
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