Sense Financial Services LLC

Location :

155 N Riverview Dr #100, Anaheim, CA 92808, USA
Added by Jopie, at 05 April 2018

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• Os Ruiz

  14 September 2023

  I recently opened a new account with Sense Financial and I'm very happy with the service I've received so far. The process was quick and easy, and the customer service representatives were very helpful and knowledgeable. I especially appreciated the fact that they took the time to explain everything to me in detail.

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• Donna Anderson

  09 February 2023

  I was referred to Sense Financial, I did my research by comparing two companies and found Sense Financial to be competent, service oriented and able to answer my questions & concerns leaving me confidant they were the right choice. Dimitriy continuously offers training & webinars to keep his clients informed on investing, taxes plus other business related material. Working with this company is seamless and simple.

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• Michael Hugh

  04 January 2022

  I highly recommend Sense Financial Services. I have considered various different SDIRA custodians and talked with a few of them, but after several years of research, I’m extremely happy I chose Sense Financial. Dmitriy is everything you’d expect and much more. He and his team are not only experts in this field but also very friendly, very prompt in response, and goes out of their way to make sure everything goes well. Whether it’s solo 401k or self-directed IRA, Dmitriy is the guy you want in your corner.

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• Magdalena Iovescu

  23 April 2021

  I was referred to Sense Financial by my CPA, when there was a need to combine various old 401ks and IRAs into one self-directed account. Even though I've never heard of Solo 401k before, and had many questions, Sense Financial made setting it and getting it up and running a breeze; they were very professional and patient with me. It's doing rather well now under my management, and I feel empowered that I have a wide range of investments available for the future, and can continue to contribute the maximum allowed, and thus save on taxes for my business. Sense Financial is available for any future changes/questions, which is so important in today's dynamic and global economy!

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• Josh McGuire

  12 April 2018

  Minna Nah at Sense Financial helped me put together a Solo 401k extremely quickly at the end of 2017 so that I could invest in a private equity fund that was closing very soon. Not only did they appreciate the urgent timing, they did a great job answering all my questions. They provide great service during the setup and excellent on-going support (including an extensive knowledge database full of Q&A). On top of that, the price is great. Well worth it. I don't give out recommendations lightly, especially for financial products, but my experience with Sense Financial has been excellent.

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