Setting up my IRA LLC through Sense Financial was a great satisfying experience due to it’s fast and easy process with the help of their account manager who is very helpful and always respond back in a timely manner.
Jerome K. – Inglewood, CA
Minna went above and beyond in assuring a wonderful experience. I am grateful for her knowledge, attention to detail and attentiveness throughout the setup and funding processes.
Mark B. – Glendora, CA
With Sense Financial’s guidance, the process of converting my IRA to an IRA LLC went very smoothly. I have not experienced a more responsive company than Sense Financial. Their website is also very helpful because it gave me information that I can use even after my process with them is over (e.g. finding a recourse loan lender, etc.) I was clueless on this process before, and I learned so much from Sense Financial.
Mary P. – Granada Hills, CA
I would like to thank Dmitriy for all his attentions. When ever I have a question about my Solo 401k, he is very prompt in replying. There still a lot to learn on his website but like I said sometimes is good to have a knowledgeable person in these regards and Dmitriy is the man. I hope his company always provide great service as it has been since I started in the beginning of 2017. Thanks again!
Carlos O. – Tempe, AZ
Very satisfied with it all. Dmitry was in direct contact with me via email and text for some questions I had. I have mentioned your service to many of my colleagues and friends.
Robert Scott B. – Sugar Land, TX
I dealt with Minna at Sense Financial to convert my 401k to a self directed IRA and to set up an LLC. She was very informative, patient and seemed to give me “reminders” at just the right times, but was not at all over bearing. I highly recommend services here.
Ryan S. – Pittsburgh, PA
I was introduced to Sense Financial by a close friend and at first I thought it would not be worth it and I could have done it on my own. The investment was well worth it and the staff was very supporting in getting me set up for financial freedom. Anytime I call and ask a question even after I was set up they gave me sound and professional advise. Thank You Sense Financial.
Walter D. – Aurora, CO
I set up a Solo401K with Sense Financial late last year. Both Dmitry and Minna have been exceptional. They have template documents to aid in transaction processing and a great FAQ section. But even when a question wasn’t in their FAQ, they responded within a few minutes to a couple of hours. I highly recommend Sense Financial if you are in the market for a Solo401k or Self-directed IRA.
Dean D. – Morrison, CO
I am so glad I was referred to Sense Financial. Dmitriy and his team are so incredibly knowledgeable and responsive. My self directed IRA is very diversified and productive. The investments are prudent and profitable. Life is good!
Sally F. – Newport Beach, CA
Betweeen Dmitry and Minnah, my experience has been great thus far. When my bank US Bank told me they wouldn’t open that type of account, they were right on it sending us to Solera. When I had questions early on about funding, opening accounts, etc., they made it easy to get to the next step. Glad to have met them
Gary R. – Norco, CA
Dmitriy and his staff will answer your questions quickly and professionally. If needed, they will walk you through the process to set up an account to meet your financial needs.
Dennis E. – Thousand Oaks, CA
Both Dimitriy and Minna were absolutely wonderful! Professional, courteous, informative, supportive, prompt and friendly. I had been contemplating moving my IRA but felt a little daunted- I needn’t have worried. Minna helped me every step of the way. I can’t say enough about how easy they made the whole process.
Stacie H. – Marstons Mills, MA
If I had to data mine all of the forms, determine their effectiveness for my situation, submit and await return information by myself, I would have thrown in the towel.
This can be daunting for a novice. I had an unusual scenario between the custodian of my account that I was transferring and other people that were involved. Nonetheless, my account manager stayed in contact with me and was very helpful and extremely patient.
Chuck O. – Sterling Heights, MI
The folks at Sense Financial are superb! Dmitriy, Minna and Maria provided excellent customer service. They answered all my questions regarding setting up a Solo 401k and LLC. I really appreciated their quick responses to my questions. Their Client Knowledge Base has a library of what seems to be hundreds of FAQs which provided answers to 99% of my questions. I can truly recommend to anyone looking for help in setting up a self-directed plan to use Sense Financial. They are true professionals.
Neil H. – Garden Grove, CA
I used Sense Financial for setting up my Solo 401k trust. I was very happy with the service and attention I received from Dmitriy and each of his employees. I did alot of research on Solo 401k’s before contacting them for assistance. They know what they’re doing! I wouldn’t hesitate to work with them again.
Steven D. – Rancho Santa Margarita, CA
Sense Financial helped set up my SOLO 401K and I couldn’t be happier with the results. Their customer service follow-up is as good as it gets, and they have a number of resources , tools and opportunities available also that make the whole experience and the result a very positive one. I wanted to have more control of my retirement fund’s future and performance and for better or worse I am. Couldn’t be more pleased with Dmitriy and his team.
Evan J. – Tustin, CA
After doing lots of research and reading lots of reviews, I decided to work with Dmitriy and it proved to be the right decision. Dmitriy and his team were super helpful and professional throughout the process and answered my each and every question, whether simple of complex. I appreciate their work ethics and professionalism. Won’t go anywhere else….
Mehul P. – Naperville, IL
Excellent customer service from start to finish and ongoing support!
Lawrence P. – Tustin, CA
Dmitriy and his team are professionals in their field. As a former stockbroker, I can assure you a thorough understanding of self directed accounts – the area in which Sense Financial operates – is a rarity among financial professionals.
Their expertise in setting up self-directed accounts is extremely helpful and not something you will likely get from your current broker.
I definitely recommend working with them!
Dustin D. – Fernandina Beach, FL
I recommended Sense Financial to a friend, who may be interested in a Solo 401k and of course, and I assured him of your stellar reputation and my wife’s gratitude for your professional services. The staff deserves such accolades.
Once again, thanks for your service to us and if my friend considers choosing Sense Financial as well, he will quickly realize that the team extends the same level of service to all customers.
Tom L. – Chocowinity, NC
The entire staff has been great. They have been polite, professional and respond quickly to any questions I may have. Most importantly, they all are very knowledgable. I highly recommend.
Dan N. – Ferndale, WA
One of the main ways I judge a company is by the promptness which they get back to me. With this company my calls are returned quickly and if the rep doesn’t know the answer she finds it quickly for me and is always courteous. Very important! Before opening my Solo 401K, I spoke with Dmitry several times for clarifications. He was patient and answered my questions clearly. The process for opening the account was easy and the representatives are very helpful. This is new to me and I find the website to be thorough and I can easily find answers to most my questions there. I would definitely recommended, and have, Sense Financial.
Lori B. – Lakewood, CA
I will say that that I am very impressed with Dmitriy and Sense Financial staff. They are very professional and knowledgeable in what they do. I thought that the whole process from start to finish was very fast and I was able to start investing in real estate within a few weeks of opening my Solo 401K.
Keep up the good work!
Gary R. – Midlothian, VA
Very pleased with the process. We were nervous newcomers but the staff’s meticulous follow-up put our minds at ease. Would definitely recommend.
Tim B. – Austin, TX
In business, sometimes emails alone can not be sufficient. I was impressed that the firm follows up with a reminder call, in addition to emails.
William C. – San Marcos, CA
The service I received was exceptional in terms of professionalism, knowledge and promptness. I listened to a Sense Financial Services webinar presentation on self-directed IRAs and I decided to roll-over funds from an employer managed deferred compensation account into a self-directed IRA. Sense Financial services guided through the process from beginning to end and the entire process was smooth and almost effortless. Staff thoroughly answered my questions and where a service that I needed was not available within the Sense Financial organization they directed to where I could get the service at a reasonable charge. I am very happy with the results and now I am investing my money and I am getting outstanding returns on my investments far greater than I would have ever imagined; thanks to the information and guidance provided by Sense Financial Services.
Herman M. – Riverside, CA
Dmitriy walked me painlessly through the process of creating a Solo 401k in Utah, using a local branch of a national bank. I would recommend him to anyone interested in creating this type of account.
John C. – Centerville, UT
Sense Financial went above and beyond to get my 401k all setup. They also prepared my tax filing documents quickly. I appreciate the quick service and responses to my questions which I didn’t get from my previous plan sponsor.
Mark K. – Roswell, NM
Initially when I started my Solo 401K I knew very little about it. The team at Sense Financial patiently guided me through all the steps in setting it up. I wouldn’t have had the slightest idea about what to do without them. I highly recommend them.
Charles D. – Saukville, WI
We transferred our Self Directed IRA’s from Equity Trust into a Solo 401K account with Sense Financial. They made a very complicated process, relatively easy and seamless. We have had our Solo 401K accounts up and running for a few months now thanks to Sense Financial and the transition would not have been possible without Sense. Their ongoing support is excellent as well and the tools they have available to help you manage your account are second to none. I wholeheartedly recommend Sense Financial to anyone looking to grow, expand and have more control over their retirement plans. Sense Financial is excellent, their service is top notch and their support services after the initial set up are fantastic.
Steve K. – South Bend, IN
Sense Financial did a great job, I will refer people to them when I meet someone who needs the same service.
Benjamin H. – Long Beach, CA
Always able to reach Dmitriy or Minna by phone or email. Always prompt responses. Dmitriy seems to have a thorough knowledge of the product he is selling. Every account has potential to have previously unexperienced obstacles when setting up with your chosen financial institutions, and Minna & Dmitriy were always helpful, responsive, and accessible. I would recommend the “easy” way that they lay out.
Dameron S. – Wichita, KS
My experience was very smooth from start to finish. There is on going support and doc updates are part of the package. Sense Financial team definitely knows their stuff and provide superior customer service.
Alex C. – Huntington Park, CA
I recently worked with Sense Financial Services, LLC., and although I did not find the proper retirement plan to suit my specific real estate investing needs, Sense Financial staff were very, very helpful and instrumental in helping me determine the best solution for my needs. The staff was always very pleasant, and helpful. Their follow-up skills via phone calls and emails were impeccable and impressive. The team took a lot of personal time with me to make sure we found the right solution, which I truly appreciated. They 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 this 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.
Ray H. – Burbank, CA
Working with Sense Financial has been a great experience. Everyone I have talked to has been very polite and well organized. They are a wealth of information, incredibly helpful, and always follow up with their customers.
Rimas M. – Cary, IL
Very knowledgeable, prompt, direct guidance in setting up my solo 401k. I set it up using my Etrade Account so I could go into stocks or into other ventures like real estate if I wanted to. Very concise help in getting that done from Sense Financial team. Would definitely recommend them to others.
Vincent A. – Silver Spring, MD
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.
Carol & Hedy E. – Long Beach, CA
Dmitriy is very knowledgeable with self-directed 401k plans. He is detailed and takes the time to make sure you understand your options and limitations with this product. He also has excellent follow through.
Lesley P. – Mesa, AZ
I am very pleased with the service. Solo 401K is not a brand new concept to me. I have heard about it 10 years ago. Most people only briefly describe the concept but lack the practical “do it 123″ experience.
Sense Financial team, from my friend referral, made everything very straightforward. 2 years ago, I went through initial consultation to clarify my qualification. They set up the plan for me. Even though there were still some steps which needed to be done by me, Dmitriy guided me through each steps. Within last two years, I asked Dmitriy a couple of questions through e-mail and I always get a quick reply.
Sense Financial also updates my plan periodically when there is a new law change.
Yeong W. – Irvine, CA
Dmitriy and Minna were extremely responsive to my needs. Due to unforeseen circumstances, I needed to replace my old money purchase and profit sharing plan administered by a different plan sponsor before a year-end deadline. The folks at Sense Financial were able to restate my old plan, assist with the asset transfers, and move me into a Solo 401(k) in a matter of weeks, basically working with me through the Christmas holiday season. I couldn’t be more pleased with the results.
Anthony S. – Glen Gardner, NJ
My overall experience with Sense Financial was great. The person helping me was very friendly and honest. Setting up the accounts was quick and painless I was up and running within 2 weeks!
Hsi-Ming H. – Los Angeles, CA
Thank you for your perseverance with me and my husband making sure we follow through with all our necessities. Our life has become so suddenly busy and somewhat complicated. If it was not for you and your attentiveness it would be so easy for me to procrastinate getting these very important procedures completed or just miss steps that need to be taken. For this attribute only I recommend you to others. The Checkbook IRA Facilitation services you provide through SENSE FINANCIAL SERVICES, LLC are indispensable true, but you Dmitriy, your honest dedication, and diligence to your clients that we have experienced is the invaluable commodity that you alone bring. Sincere Thanks.
John & Sharon O. – La Cresenta, CA
I contacted Dmitriy for assistance when I was in a financially downward spiral with my 4-Plex. He consulted me and referred to his friend who proved to be a tremendous help in advising me on the best course for a positive solution to my dilemma. He in turn led me to others who were of tremendous help in getting me to my goal. Thanks to everyone in the chain started by Dmitriy, I was able to close on the short sale of my property! I will be forever grateful to God for putting you in the life of this novice investor and being one of His willing servants. My try at investing taught me valuable life lessons that I will always be grateful for. Again, I’m thankful being so kind and willing to help me. Your compassionate and caring nature will always be remembered and appreciated.
Faye V. – Los Angeles, CA
We used Sense Financial Services to set up a Solo 401K trust. The team is very knowledgeable and patiently and carefully explained the process and the constraints within which it could operate. Once we decided to move ahead with the process, they guided us through the process. Sense Financial team was very professional and courteous. We highly recommend this company.
Barbara G. – Old Bridge, NJ
Dmitriy is a wealth of knowledge. He has given me the information and resources that has allowed me to positively take control of my retirement account and watch it grow tax free. I highly recommend calling him to see how he can help you!
Julie G. – Chicago, IL
I very much appreciated the prompt and knowledgeable service provided by Sense Financial. The process was surprisingly fast once I decided to go ahead with establishing my Solo 401(k). I was careful to read the information on Sense Financial’s website which, by the way, is well laid out and succinct. Overall, I have to say that I have no qualms about recommending Sense Financial to anyone who is interested in taking control of their own retirement accounts and truly Self-Directing them. In fact, I already have referred several.
Dylan F. – Santa Clara, CA
Solo 401K a great product. Sense Financial folks are great. Great product and great service! I have recommended this to many of my friends who still don’t know about this type of investment vehicle and the support we get along with it.
Raj G. – Detroit, MI
During the election campaign I wondered how did Romney amass so much in an IRA. “The value of Mr. Romney’s self-directed IRA is between $20.7 M to $101.6M, with his own campaign saying the value is towards the upper-end of that range.” Then at a real estate investing seminar they recommended Sense Financial for self directed IRA help. This spring (2013) I signed up and converted my rollover IRA to a self directed IRA. This summer I used my self directed IRA to purchase 2 properties in Austin TX. I believe it is a great way to diversify my investments. All my questions were answered each step of the way.
Stuart I. – Oceanside, CA
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.
Dea S. – Tarzana, CA
The experience of converting my traditional IRA to a self-directed IRA with Checkbook control was made easy and painless by the Staff at Sense Financial Services. They kept me informed every step of the way, immediately returned my phone calls and answered all my questions no matter how elementary.
Kingston P. – San Diego, CA
In our search for a suitable consultant to establish a self directed IRA, my wife and I talked to six different firms. We picked Sense Financial because we were highly impressed with Dmitriy Fomichenko. Dmitriy’s deep knowledge of the subject coupled with his insightful questions seeking to address our specific need convinced us that Sense Financial was the right consultant for us. The folks are courteous and well informed. Dmitriy has been outstanding in providing proper guidance and answering questions. Based on my experience, I can confidently say I consider him a trusted adviser. I highly recommend him and Sense Financial Services.
R.B. – Rancho Palos Verdes, CA
I have been a client of Sense Financial for several years. The team provides expert service in individual retirement plans and specifically self directed Solo 401(k)s. I would highly recommend them as a source for your retirement planning needs.
Cliff H. – Tustin, CA