Sense Financial Services LLCReviews of sensefinancial.com

Investments & Wealth
1968 S. Coast Hwy #4995, Laguna Beach, California

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4.9

Excellent

Based on 129 reviews

Sense Financial Services LLC4.9

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Honesty, pricing, process and quality scores appear once 5 customers have rated them.

About Sense Financial Services

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 Folks Told, with an average rating of 4.9 out of 5.

Also known as: Sense Financial Services, sensefinancial.com
Website: sensefinancial.com
Category: Investments & Wealth
Location: Laguna Beach, California
Listed on Folks Told: 2026

Sense Financial Services reviews

129 approved reviews, newest moderated first

Day Walker E.
Mar 14, 2025
Excellent!
Excellent!
Reply from Sense Financial Services LLCMay 1, 2026
Thanks!
Matt
Mar 13, 2025
Excellent support throughout the entire…
Excellent support throughout the entire process of creating a SDIRA as well as ongoing support afterwards!
Reply from Sense Financial Services LLCMay 1, 2026
Happy to serve you Matt!
Scott F.
Mar 1, 2025
Always available to answer questions…
Always available to answer questions and respond very quickly
Reply from Sense Financial Services LLCMay 1, 2026
Thanks Scott!
Jane
Feb 28, 2025
New client and did not disappoint!
Responsive to emails, calls, prompt set up of accounts and very supportive and friendly as well as knowledgeable and professional
Reply from Sense Financial Services LLCJun 16, 2026
Thank you Jane! We will continue to provide you our best services.
Shah K.
Feb 28, 2025
Absolutely the best!
Best company. Immediate response. Good customer response.
Reply from Sense Financial Services LLCJun 16, 2026
Thank you Shah, we look forward to continue serving you!
Ajit D.
Feb 24, 2025
Very happy with Sense Financial
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
Reply from Sense Financial Services LLCJun 16, 2026
Thank you, Ajit! We're here to assist you and we will continue to deliver only our best.
Quang L.
Feb 23, 2025
Excellent service and stay connected…
Excellent service and stay connected with customer!
Orlando B.
Feb 10, 2025
Great team that is very knowledgeable.
Great team that is very knowledgeable.

Sense Financial Services LLCReviews of sensefinancial.com

Rating breakdown

What customers rate

About Sense Financial Services

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Sense Financial Services LLCReviews of sensefinancial.com

Rating breakdown

What customers rate

Sense Financial Services reviews

Excellent!

Excellent support throughout the entire…

Always available to answer questions…

New client and did not disappoint!

Absolutely the best!

Very happy with Sense Financial

Excellent service and stay connected…

Great team that is very knowledgeable.

About Sense Financial Services

More in Investments & Wealth, California

Patriot Gold Group

HomeLife Mortgage

Allegiance Gold

First Choice Consolidation Group

Sense Financial Services reviews

Excellent!

Excellent support throughout the entire…

Always available to answer questions…

New client and did not disappoint!

Absolutely the best!

Very happy with Sense Financial

Excellent service and stay connected…

Great team that is very knowledgeable.