Jim
Very timely
Very timely
Reply from Sense Financial Services LLCFeb 13, 2026
Jim, thanks for your feedback!

Excellent
Based on 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 Folks Told, with an average rating of 4.9 out of 5.
129 approved reviews, newest moderated first
Jim
Very timely
Reply from Sense Financial Services LLCFeb 13, 2026
Jim, thanks for your feedback!
Greg H.
Appreciated the help ensuring I filled out my subscription agreement correctly.
Reply from Sense Financial Services LLCFeb 13, 2026
Thanks Greg!
Jim M.
Online inquiry was answered quickly and accurate. Didn't have to wait days for an answer. They always reply quickly.
Reply from Sense Financial Services LLCFeb 19, 2026
Jim, we are glad to be able to assist you!
Heidi C.
I'll be chatting more, as this transition to a new company has me thinking about what the heck was going on and how little I actually understand my position with a lack of a specific support person. Now I have someone I can talk to. thnka goodness
Reply from Sense Financial Services LLCFeb 19, 2026
Heidi, thank you for sharing your feedback
Shannon B.
I appreciate the ongoing education and responsiveness of Sense Financial. Their team is so helpful any time I need it.
Reply from Sense Financial Services LLCFeb 19, 2026
Shannon, thanks for sharing your feedback!
EIG L.
The staff is great, fast service and knowledgeable.
Reply from Sense Financial Services LLCFeb 19, 2026
Thank you Ernie!
Maurice T.
Great experience with Natalie, she helped me get onboarded quickly with professionalism and patience. A+ Experience!
Reply from Sense Financial Services LLCFeb 19, 2026
Thanks Maurice!
David M.
Great onboarding experience.
Reply from Sense Financial Services LLCFeb 19, 2026
David, welcome onboard!