Sense Financial Services LLC - Anaheim, California

Myra -.

I did a lot of research before making the decision to use Sense Financial. I was seeking a custodian that was experienced, knowledgable, and quick to respond to needs and requests. Sense Financial did not disappoint!

I have been very happy with their customer service and I believe that they provide the best value of the multiple custodians I researched. The team at Sense Financial has always been helpful and quick to respond to needs or questions. They always seem more than happy to help and they make me feel valued as a client.

Amanda K.

I had no idea what I was getting into when my friend recommended Sense Financial. I still have a lot to learn, and I make a lot of phone calls. Every time I reach out I get nothing but patience and more patience from Minna and Dmitriy. They are always very willing to answer all my questions. They truly are exceptional people.

Nancy O.

I love Sense Financial. I’ve been a client since 2019 and can absolutely and highly recommend Dmitriy and his team. I can’t imagine setting up a Solo 401K without them. Dmitriy and Minna and everyone I’ve worked with at Sense Financial is so knowledgeable, efficient, and kind. They respond quickly to every request. I love the diversity of investing in what I want, versus the being limited to the options I’ve encountered in many corporate retirement plans I’ve had previously. Even in the best of the best corporate plans out there, nothing compares to being able to invest in exactly what you want. For me that includes bonds that are not in the usual corporate portfolio, and multiple options for real estate. Don’t hesitate. Reach out to them today!

John V. G.

I have had my Solo401k account with Sense Financial Services since 2021, and have real estate and precious metals assets in the Trust. Dmitriy and his team are extremely knowledgeable, courteous and prompt to help their expertise. Most recently, Dmitriy called and personally helped me with a tax issue that I had never experienced before.

vaughn B.

What a great company to work with. Dmitriy is extremely knowledgeable and made the whole process of opening a solo401k a piece of cake. Very responsive and their online resources make everything crystal clear and easy to manage.

alena A.

Sense financial helped me to set up my 401k, they are the best!
I can call them any time of the day and they do give a knowledgable answer (I don’t have to go through different department and be on hold for hours). Dmitry and Minnah always give the answer right away and it’s the correct answer because they truly know what they are talking about!
For busy professionals, like a lot of us here, Sense Financial is the way to go!

Jesse D. (. C. D.

I’ve been privileged to be in amazing partnership with Dmitriy, Minna, and all of Sense Financial for several years now, and I have to say that their skills and styles are second to none! Responsive, reliable, knowledgeable, and kind! Top marks! Infinite stars! Thank you so much for helping me in such multifaceted ways!

Josh M.

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.