Excellent
129 reviews
Sense Financial Services LLCHonesty, 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.
Showing 125 reviews with 5 stars · Clear filters
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.
Ram C.
Posted
prompt response and delivered needed material quickly
Sharon M.
Posted
Alway get back to you when you have a question. Recommend Sense Financial.
Anna L.
Posted
I highly recommend Sence Financial Services to anyone who is looking for creative ways to invest. I have been working with this company for about 5 years and I am extremely pleased with our collaboration. The financial product itself is very convenient for me and meets my goals, and the company provides unlimited and timely support on documentation management. Every transaction with Sense Financial has been smooth and effortless even though I have very limited knowledge in finance.
