Excellent
Based on 129 reviews
Sense Financial Services LLC4.9Honesty, 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.
Showing 125 reviews with 5 stars · Clear filters
Steve Y.
I always get quick replies and excellent information from Minna Nah. I am a very happy client.
Reply from Sense Financial Services LLCFeb 26, 2026
Steve, happy to hear that Minna proved once again to be a great team member.
customer
Knowledgeable people, always helpful
Reply from Sense Financial Services LLCFeb 26, 2026
Diana, thank you for sharing your feedback!
Tug G.
Great customer service
Reply from Sense Financial Services LLCFeb 26, 2026
Thanks Tug!
Ryan M.
Dmitriy and his team go above and beyond to provide the most excellent customer service imaginable. Their response time is literally unmatched—whether I need a question answered or a problem solved, they have always immediately been available and ready to help. I highly recommend Sense Financial to anyone looking for a team that is dedicated to true service and care.
Reply from Sense Financial Services LLCFeb 26, 2026
Ryan, we appreciate your sharing about your experience!
C F.
To obtain a home loan, my lender asked me to take a distribution from my self-directed IRA (for underwriting purposes). After the loan funded, I called Sense Financial to ask if I could return the money (and avoid distribution taxes). Since it was less than 60 days, I was allowed to return the money. Sense helped make that happen.
Reply from Sense Financial Services LLCMar 26, 2026
Cynthia, thanks for sharing your experience!
Kumar P.
Very quick and specific response from Dmitriy and his team. Much appreciated.
Reply from Sense Financial Services LLCMar 26, 2026
Kumar, thanks for sharing your feedback, it was a pleasure serving you since 2016!
Amanda K.
Sense Financial is always helpful and patient. They are quick to respond and thoughtful with my neediness.
Reply from Sense Financial Services LLCMar 26, 2026
Amanda, thanks for your feedback!
Maile O.
They were always responsive in a timely manner.
Reply from Sense Financial Services LLCMar 26, 2026
Maile, happy to serve you!
