Sense Financial Services LLC

My experience with Sense Financial is very positive They are knowledgeable in the area of Solo 401K as well as many other retirement planning options A plan was put together for my husband and myself with great ease and done in a timely fashion They stay in contact to make sure you know what to do with the new plan regarding reporting issues, transferring of assets and investment paperworkI would recommend them to whoever is is need of this type of service

Sense Financial is a first-class organization From the beginning to the end of the transaction, their customer service is excellent, always communicating, encouraging and responding to any questions or feedback very expeditiously They utilize some of the most up-to-date technology to conduct business in an extremely efficient manner The quality, professionalism and attention to detail of everyone at Sense Financial has been exceptional! They offer a superb level of service that you don't find at many companies these days We highly recommend Sense Financial to anyone interested in opening a Solo 401k for their business

Dimitrie and staff at Sense Financial are consummate professionals who immediately engendered my trust in their competencySoon to retire, my 401K is in safe hands with their supportThanksDr*** ***

I recently worked with *** at Sense Financial Services, LLC., and although I did not find the proper retirement plan to suit my specific real estate investing needs, *** and his staff were very, very helpful and instrumental in helping me determine the best solution for my needs
The staff was always very pleasant, and helpfulTheir follskills via phone calls and emails were impeccable and impressive
*** took a lot of personal time with me to make sure we found the right solution, which I truly appreciatedHe showed the kind of professional courtesy and business integrity that is rare to find these days, and I will definitely look forward to working with his company in the near future
If you are looking to work with a truly professional company, who is knowledgeable, and will treat you like a valued customer, you will find no better treatment than from Sense Financial Services, LLC
Thanks ***!

Working with Sense Financial has been a great experienceEveryone I have talked to has been very polite and well organizedThey are a wealth of information, incredibly helpful, and always follow up with their customers
Thanks!

We are very pleased with Sense Financial ServicesThey are extremely responsive and take care in providing clarifications and answers to questions very promptly and professionally*** *** at Sense Financial Services is a true professionalHe is detail-oriented, knowledgeable and caring, and a pleasure to work with

This company is more than fantasticHaving dealt with the principal owner and two others employees I found them all to be knowledgeable mixed with kindness which usually rare in the finance industryAll of them followed up with me to make sure the product was serving my needsI have emailed them a question before business hours and received my reply as soon as, and sometimes before, business hoursTheir product, guidance, and knowledge is better than all I have come in contact with
Review By: Don *** (***) - Zip Code: ***Submitted: 11/11/

My experience with Sense Financial was extraordinarily good I wanted to purchase a house using my IRA account which prompted my contact to "Sense" My first contact was with *** who provided two Power Point presentations then guided me toward creating a Solo 401K I was immediately assigned an account manager, ***, who lead me through the entire process setting up my accounts, plans and other necessary items Each person involved with my efforts answered questions as they arose and returned my phone calls promptly when they were not immediately available They also have a great support staff at the banks, tax planning and other agencies who assisted with my efforts I was able to purchase my first house simultaneous with setting up my accounts due to the outstanding efforts provided by the Sense Financial staffI highly recommend them to anybody interested in setting up managed IRA or 401K accounts I've already recommended them to friends

I really enjoyed speaking with Dmitry He was very knowledgable, but beyond that his personal service and generosity of his time it meant so much to me to have his guidance when I could not reach my attorney on a time sensitive matter regarding my LLCHis service, knowledge and expertise is invaluableWorking with him is a positive experience!

I recently used the Sense Financial team to open my Solo 401k My experience from beginning to end was top notch Even their recommended affiliates were great It was a seamless process to get it open and funded but the best part is that Sense Financial doesn't end with that, rather they continue to support me with tax deadlines, different ideas to invest my money and things not to, and I can contact them with questions anytime Highly recommend!

Dmitriy/Minna,
First I want to say thank you to you guys for your assistance in converting our IRAs to Solo401Ks The process was super smooth Second, I want to thank you for the recommendation on Kreighton at Solera National Bank He did an excellent job at making the process smooth as can be for setting up our accounts and getting online access as well as wire capabilities Not one time did we hit a snag or slowdown in the process and he always kept me up to date when my previous custodian was communicating with them and transferring the funds I look forward to continuing our relationship with both Sense Financial and Solera National Bank Kudos to both of you!

My experience with Sense Financial is very positive. They are knowledgeable in the area of Solo 401K as well as many other retirement planning options. A plan was put together for my husband and myself with great ease and done in a timely fashion. They stay in contact to make sure you know what to do with the new plan regarding reporting issues, transferring of assets and investment paperwork. I would recommend them to whoever is is need of this type of service.

Sense Financial is a first-class organization. From the beginning to the end of the transaction, their customer service is excellent, always communicating, encouraging and responding to any questions or feedback very expeditiously. They utilize some of the most up-to-date technology to conduct business in an extremely efficient manner. The quality, professionalism and attention to detail of everyone at Sense Financial has been exceptional! They offer a superb level of service that you don't find at many companies these days. We highly recommend Sense Financial to anyone interested in opening a Solo 401k for their business.

Sense Financial were greatly helpful in getting my account set up. They were quick in returning emails and phone calls, which was really helpful with my account.