Aurellia's response time to my email was fast, helpful and so polite. She was able to point me in the right direction. Each time I have emailed asking for help the response time is amazing and I alwa... See more
Company replied
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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 ot... See more
Company replied
My Solo-401k. Easy to create. Easy to maintain. Answers all of my questions whether by phone or their extensive FAQ library. I invest in many alternative investments and their plan and Solo-401k p... See more
Company replied
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 kn... See more
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Company details
Written by the company
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.
Contact info
1968 S. Coast Hwy #4995, 92651, Laguna Beach, United States
- (949) 272-8785
- info@sensefinancial.com
- www.sensefinancial.com
4.8
Excellent
130 reviews
Asks customers to review
This company invites their customers to review, whether positive or negative
Replied to 100% of negative reviews
Typically takes over 1 month to reply
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Excellent responsiveness and service
Excellent responsiveness and service. They also have a wealth of educational videos and helpful home page for their customers. Although I just onboarded with them, it has thus far been a very good experience.
January 15, 2026
Reply from Sense Financial Services LLC
Ant, we appreciate you taking the time to share about your experience!
All good but I’m disappointed that…
All good but I’m disappointed that Sense no longer handles my 1099-R generation and submission to IRS.
January 9, 2026
Reply from Sense Financial Services LLC
Scott, thank you for taking the time to share your feedback. Our software removed this feature, but we are working on finding a replacement.
Reply from Sense Financial Services LLC
John, thank you for sharing your feedback!
Sense Financial is a top-notch firm
Sense Financial is a top-notch firm. The customer service was extraordinary. Talking to Brett Synicky was like talking to a friend. He answered all of our questions in detail. He even followed up until we had no concerns.
I would say that we are completely satisfied with Sense Financial.
December 22, 2025
Reply from Sense Financial Services LLC
Khalid, thank you for sharing your feedback. Brett and our entire team are here to serve you!
Reply from Sense Financial Services LLC
Danny, we appreciate you taking the time to share about your experience.
Dmitriy
Dmitriy, did a great job explaining, what I needed to do regarding the annual self directed IRA valuation and RMD.
December 9, 2025
Reply from Sense Financial Services LLC
Dave, glad we were able to assist you. We always strive to provide our clients with the best service possible.
One Great Company
First they educated me on the benefits and advantages of having a solo 401k. I work hard for my money so I dont invest without alot of due diligence and a hundred questions. To their credit, they patiently answered every one of them. One my concerns was signing up and being left on my own to figure everything out. However, Sense Financial has been so good to quickly respond to every message, email and call even after the sale. They partner with you for the long term! I'm so glad that I partnered with Sense Financial. I don't think you will find a better company anywhere.
December 5, 2025
Reply from Sense Financial Services LLC
Stephen, what you described is how we strive to treat every one of our clients. Glad you had a great experience, and please don't hesitate to contact us if we can assist you with any other questions.
Dimitriy is very prompt in responding…
Dimitriy is very prompt in responding to any questions and he has good knowledge. He answers all your questions patiently.
December 9, 2025
Reply from Sense Financial Services LLC
Danny, thank you for taking the time to share your feedback! Glad I was able to assist you.
Sense Financial is Top Notch
Dmitriy and his team are wonderful to work with. They are always accessible provide great customer service. I wish that all of the companies that I deal with were as professional and straightforward as Sense Financial is.
November 26, 2025
Reply from Sense Financial Services LLC
Kevin, we appreciate your feedback; it is great encouragement for our team!
Sense Finance is the best
Sense Finance is the best. Anytime I have a question or concern, they immediately respond and answer all my questions and concerns.
November 24, 2025
Reply from Sense Financial Services LLC
Sally, you made our day!!! We love to receive feedback from happy clients!
Helpful!!
They were happy to walk me through processes and answer a couple of arcane questions I had.
November 10, 2025
Reply from Sense Financial Services LLC
Richard, glad our team provided satisfactory support to you!
Professional, Competent, and Efficient
I've dealt with many financial institutions and Sense Financial Services is a breath of fresh air! Everyone I've spoken to has been professional, competent, and efficient. In particular, Minna has been a wonderful resources. I highly recommend Sense to anyone pursuing a SDIRA.
November 7, 2025
Reply from Sense Financial Services LLC
Katelyn, thank you for sharing your feedback. It serves as a great encouragement for our team!
The response time was spectacular
The response time was spectacular. I always appreciate the Customer Care.
October 28, 2025
Reply from Sense Financial Services LLC
Timothy, glad we were able to assist you!
Dmitry gave me a fast helpful response…
Dmitry gave me a fast helpful response for a time sensitive issue on the weekend!
October 25, 2025
Reply from Sense Financial Services LLC
Michael, happy to help!
Reply from Sense Financial Services LLC
Rayfield, thank you for sharing your feedback!
Experience you can trust
The whole team at Sense Financial was great personally and for my brothers and in-laws. They were handled with care and timeliness. I would highly recommend Dmitriy, Minna and the whole team. Thank you thank you thank you
October 18, 2025
Reply from Sense Financial Services LLC
Glad to hear we provided satisfactory service
Dimitry was knowledgeable and responded…
Dimitry was knowledgeable and responded so quickly. I'm happy with the service they provided
October 9, 2025
Reply from Sense Financial Services LLC
Gade, thank you for taking the time to share about your experience!
Minna is very friendly and knowledgeable
Minna is very friendly, knowledgeable, and quickly responds to questions and concerns.
October 1, 2025
Reply from Sense Financial Services LLC
Thank you for sharing your feedback
Supercharing my retirement plans
Sense has been a valuable finance partner of my company and family for the last decade. They provide great customer service and have enabled me to generate much higher returns than I could achieve without self-direction of my funds.
September 23, 2025
Reply from Sense Financial Services LLC
Awesome! Thanks, Chris!
Awesome Service
I have always gotten the help that I need from the Sense Financial team quickly and high quality.
September 10, 2025
Reply from Sense Financial Services LLC
Happy to serve you Tara!
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