Day Walker E.
Posted
Excellent!
Excellent!
Response from Sense Financial Services LLC· May 1, 2026
Thanks!

Excellent
129 reviews
Honesty, pricing, process and quality scores appear once 5 customers have rated them.
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.
Sense Financial Services LLC (sensefinancial.com) has 129 customer reviews on Rated Honest, with an average rating of 4.9 out of 5.
129 approved reviews, newest moderated first
Day Walker E.
Posted
Excellent!
Response from Sense Financial Services LLC· May 1, 2026
Thanks!
Matt
Posted
Excellent support throughout the entire process of creating a SDIRA as well as ongoing support afterwards!
Response from Sense Financial Services LLC· May 1, 2026
Happy to serve you Matt!
Scott F.
Posted
Always available to answer questions and respond very quickly
Response from Sense Financial Services LLC· May 1, 2026
Thanks Scott!
Jane
Posted
Responsive to emails, calls, prompt set up of accounts and very supportive and friendly as well as knowledgeable and professional
Response from Sense Financial Services LLC· Jun 16, 2026
Thank you Jane! We will continue to provide you our best services.
Shah K.
Posted
Best company. Immediate response. Good customer response.
Response from Sense Financial Services LLC· Jun 16, 2026
Thank you Shah, we look forward to continue serving you!
Ajit D.
Posted
I’ve been with Dmitriy / Sense Financial for over 10 years. He has been excellent, very professional and prompt in responding….even on weekends and after hours. I am very happy that I chose him to set up my Solo 401k Trust. Ajit Dhanjani
Response from Sense Financial Services LLC· Jun 16, 2026
Thank you, Ajit! We're here to assist you and we will continue to deliver only our best.
Quang L.
Posted
Excellent service and stay connected with customer!
Orlando B.
Posted
Great team that is very knowledgeable.