Self Directed IRA Client Testimonials
Dmitriy and the account manager Minna are awesome to work with! They help me set up my self- directed IRA LLC account . They are very responsive and follow through with every step. They usually answer my emails and texts within an hour. I highly recommend this company.
Henrietta L. – Oceanside, CA
Vladimir I. – New Jersey
My experience with Sense Financial was the best one can find out there when looking for IRA-related legal assistance with setting up SDIRA’s and such. My questions were answered timely with full details and professionalism. The staff is very courteous and knowledgeable. While the price is somewhat about the industry average, I believe it was well worth it. Dmitriy and his team provided almost 24×7 type of support. All of my questions were answered in a timely matter, with a full professionalism and the most amount of patience one can wish for! I highly recommend this team!
Alina T. – Fairlawn, NJ
Dmitriy and Sense Financial team were fantastic! I converted an old 401k into a self directed IRA and it’s helped me make investments that weren’t possible before. They were knowledgeable and relentless with follow ups to make sure this got done in a timely manner.
Kou R. – San Jose, CA
I reviewed several providers when looking to set up a self directed IRA. Sense Financial seemed to have the best ratings and customer satisfaction. I found it very impressive that the founder of the company, Dmitriy made himself personally available for a phone consultation. I was already a real estate investor and when I heard about how I could roll over my old 401K into a SDIRA to invest as well it excited me. I was intimidated by the process at first, but my account manager guided me through the process step by step and it was surprisingly painless. My old 401k money that was previously seriously under-performing (~8%) will now be making 30%+. Great product and great service! They definitely take customer service to the next level, and I would (and have) highly recommend Sense Financial to others.
Ian R. – Kansas City, KS
Dmitriy and his entire team have been nothing but helpful and quick with their responses. They walked me through the process every step of the way. I’m glad I have taken control of my money instead of leaving in the hands of others to invest for me!
Ed R. – Tornado, WV
Dmitriy helped me setup my Self-directed IRA with checkbook control! He’s a subject matter expert on SDIRA. He promptly answered all my questions and discussed pros and cons of available options. Reliable, trustworthy and pleasant to do business with. I highly recommend Dmitriy and Sense Financial!
Lawrence P. – Tustin, CA
The Sense Financial team has made the process so painlessly easy! They were there from the beginning, when I had tons of questions and concerns! They are still there when I ask them something simple. What else could you expect! Their experience is unmatched and thanks to the tools on their website, I feel like a pro! Of course, I will still ask them, because all those regulations can be pretty complex. In a nutshell, I would definitely recommend them to any future LLC prospective investors!
Gabriel T. – Houston, TX
From the time I first spoke with Dmitriy at Sense Financial concerning my self directed retirement account set up, and through the process I felt very comfortable with the extent of knowledge and customer concern that I experienced. Everyone that I spoke with was very patient as I’m new to this type of investing and was very helpful, answering questions and getting the correct forms and info to me that I needed. It went very smoothly from start to finish.
Wayne K. – Cedar Rapids, IA
With Sense Financial’s help, I was able to get my Self Directed IRA set up. I’m not gonna say that it is a piece of cake, but every time I came up against a roadblock, it’s just a quick email and I got it cleared up for me. I know that whatever I did, there was always someone to watch over me and keep me on the right path. Even after the fact, after they have done everything that they need to do, they are still there for support, still help you with any kind of questions. For anyone who is looking to diversify their investments, I would definitely tell them that Sense Financial is the way to go.
Bill P. – Bloomington, IL
I was not aware of how to spend my IRA on a large investment property without paying the government an enormous amount of my savings. In fact, I thought I had to continue receiving monthly amounts of my IRA savings until the stock market lost it or I died and my beneficiaries received it. When it looked like the stock market would crash before too long I thought I would eventually lose most of my savings. I have explained your IRA process to many friends and assured them you can help if they get in a similar situation. I will send them to Sense Financial if they get tired of watching the stock market go up and down.
Sandra T. – Long Beach, CA
I highly recommend Sense Financial with their professional character,expert knowledge on retirement plans and how easy it was to open up my check book IRA account.Thank you for your service.
Wayne G. – Louisville, KY
Sense Financial was/is very prompt at answering my questions. I often got a personal call to answer my emails. I felt like I had my “hand held” through the whole process.
Aaron H. – Crozet, VA
I was very happy with Sense Financial. I was very nervous about getting into a self-directed IRA as the whole thing from the LLC setup to the IRS rules and regulations regarding self directed IRA’s plus having to contact a Custodian as well was a lot. I thought it would be very complicated, but the team made it very easy. Questions were answered promptly and in depth which is what someone like myself desires. I felt very comfortable and still feel I can call them with any questions that may arise. It is a complicated process, but Sense Financial made it quite simple and for that I am very grateful.
Sheila W. – Thornton, CO
Dmitriy’s service has been top-notch. He explains issues clearly, and he and Sense Financial staff have been very responsive to emails. Highly recommended!
Russell P. – San Francisco, CA
I hired Dmitriy and Sense Financial Services to set up my Self-Directed IRA. Dmitriy was knowledgeable throughout the process and very helpful.
Dan L. – Sherman Oaks, CA
I was pleased with the service I received from Sense Financial Services in establishing my self-directed IRA. The team communicated with me very well every step of the way. I would recommend their services to anyone considering a self-directed IRA.
David Z. – Mount Pleasant, MI
The Sense Financial team were extremely helpful throughout the entire process of setting up my self directed Roth IRA. I was a bit overwhelmed by all the paperwork and the steps involved. The team at Sense Financial were prompt, in constant communication during the process and assisted with all the paperwork. I highly recommend Sense Financial if you are interested in starting a self directed retirement account.
Edward G. – Bel Air, MD
Sense Financial has been an invaluable asset towards the structuring of our retirement investment portfolio. They made the process seamless and continues to provide excellent guidance. Would highly recommend their services.
Suzanne R. – Newark, DE
I first came to know Sense Financial while researching investment opportunities with my rollover IRA. I had a ton of questions and they took the time to answer all of them. Their level of professionalism, knowledge and transparency was very refreshing in an industry where these qualities have been lacking. I appreciate Dmitriy’s continued engagement and would highly recommend Sense Financial to anyone looking to expand and/or diversify their investment portfolio.
Jim T. – Ladera Ranch, CA
I have used Sense Financial for 2 account setups. I have to say that while not cheap, it’s certainly worthwhile. They made it easy and basically held my hand the whole way. I can see lots of areas where I would have become stuck or made a critical error in setting up and maintaining my Self Directed IRA. I really like the ongoing support I get and their patience with me. I was originally going to go with someone else that was a bit cheaper, but I saw a few comments on BiggerPockets that gave me second thoughts about them. Dmitriy was an active member on BiggerPockets and seemed really knowledgeable. In the end I went with him and am happy that I did. I would highly recommend him to anyone else. Saving a few bucks on something this important just isn’t worth it.
Kevin A. – Pleasanton, CA
Sense Financial was able to set me on a whole new course of investments that have paved my way to retirement and a legacy for my family . I am very pleased at their attentiveness to my concerns and questions. I would recommend them highly.
John P. – Los Angeles, CA
Dmitriy Fomichenko was very helpful in answering my questions even though I have a different plan. He also put me in touch with the right people for this topic.
Purnell C. – Livermore, CA
I took a series of investment classes from Dmitry at various locations. He was extremely knowledgeable on the subject matter. I highly recommendation him as an advisor on IRA’s and 401K’s. I plan on attending future classes from him.
Peter T. – Los Angeles, CA
Sense Financial made the process to switch my Roth IRA into a self-directed Roth IRA extremely easy; and then they did all the paperwork to set up an LLC that my Roth IRA now owns. What a great experience! Working with Minna and Dmitriy was wonderful. They are very knowledgeable and were always an email or phone call away and ready with answers to my questions. I am extremely satisfied with the process and how everything was done and now I’m super excited that I’m in charge of making money in my retirement account.
Tammy P. – Oceanside, CA
Sense Financial Services, very friendly, very helpful, and very professional. Dmitriy and his team helped us out and we will continue to go back to them as clients.
Holly T. – Ladera Ranch, CA
With all the different information on the internet about self-directed IRAs, I had no clue where to turn. After doing extensive research, I came across Sense Financial. After watching their videos and reading their blog, I decided to go with them to set up our self-directed IRAs. The process was extremely easy and very smooth. Their excellent team lead me step by step all the way through the process. Even after my account was set up they continued to reach out to me and answered all my questions. I highly recommend Sense Financial!
Daniel L. – Morehead, KY
Sense Financial Services has been a great adviser for setting up Self Directed IRA plan. Dmitriy has been simply outstanding in walking me through the process, organizing all documents, filing all paperwork and answering various questions in great detail. I don’t think there could be a better level of service than what I have experienced with Dmitriy. I would definitely refer Sense Financial to anyone who is seeking this type of service.
Mohit B. – San Francisco, CA
Sense Financial team is a great resource! I was introduced to them at a real estate meeting. The information I learned was phenomenal. I learned that I could diversify my retirement portfolio by using funds from my Roth IRA to buy real estate. This is exactly what I did. I highly suggest to anyone interested in self directing retirement funds contact them. Considering my experience I’m confident they would take care of you just the same, in a highly professional, knowledgeable manner.
Patrick P. – Long Beach, CA
Dmitriy did a fantastic job putting this offering together and educating the real estate investor community about self directed investing. I can’t wait to invest (still exploring opportunities). Overall, pretty satisfied by the service
Wei W. – Orange County, CA
I highly recommend Dmitriy and the team at Sense Financial. I greatly appreciated their willingness to answer questions to ensure I was informed about the proper way to set up my retirement account with checkbook control. I am a more confident investor because of the knowledge I have gained from using their services.
Linda W. – Dana Point, CA
Dmitriy and his Sense Financial team were just wonderful to work with creating my retirement account with Checkbook Control. They made the process very easy and simple for me. If you need a Self Directed IRA or Solo 401k set up I know you’ll find it a real pleasure working the Sense Financial Team!
Ray C. – San Diego, CA
I can not tell you how grateful I am to have discovered Sense Financial. I was in need of a Checkbook Roth IRA. This is something I first heard about from Dmitriy at a real estate lecture. I did not need it at the time but I thought the concept intriguing. Later I wanted to start investing in tax liens and tax deeds with my Roth IRA. I needed to be able to move my money around rapidly, which I could not do with a simple self directed IRA. I contacted Dmitriy at Sense Financial. He had Minna walk me through the process which to me was mildly complicated. She never hesitated to explain any questions I had even over and over again until I was comfortable and satisfied with the process.
Because of them I have a financial vehicle that allows me to use my precious Roth IRA money in lucrative ways that would have been impossible without their help. The fees were reasonable and the service excellent.
Since then I have had more questions about moving money and things from my self directed Roth to my check book Roth. Their answers were very helpful, explaining the process should I want to do it.
Barbara A. – Diamond Bar, CA
I decided to roll over money from two retirement accounts into a Self-Directed Roth IRA LLC. I wanted to buy a house with this money as an investment. Sense Financial aided me in setting up this new account. I am now the proud owner of a new investment property, and I couldn’t be happier! I would recommend Sense Financial to others who are interested in setting up a Checkbook IRA so that they can take advantage of the current climate and purchase investment property.
Mary L. – Altadena, CA
I originally looked at doing the transfer of money to a Self-Directed IRA LLC’s checking account myself. After reading a few books on the subject I found the process to be very cumbersome and confusing. That is when I found Sense Financial to help. I knew with a recommendation from MRN Network this company could be trusted with my money. They delivered better than expected and streamlined every detail. I highly recommend this company
Jason J. – Costa Mesa, CA
Sense Financial Services opened up my vision on how to consolidate retirement, 401K and 403B funds to invest in the real estate using Checkbook IRA. Everything they do for their clients is very detailed, thorough and professional. I highly recommend to anyone who is interested to have 100% control of their retirement funds to counsel with them.
Judy L. – San Fernando, CA
Dmitriy has provided expert advice regarding my IRA which I have put into action to establish Checkbook IRA. Every detail was covered and every question was answered without hesitation. I would not hesitate to recommend him to anyone in need of straight-forward and sound financial advice.
Mary Harris – Realtor at Intero Real Estate
Dmitriy’s expertise and knowledge in the area of Checkbook IRA is top notch. Very professional, patient, and always available when questions arise about my Self-Directed IRA LLC. I highly recommend him and Sense Financial to anyone looking for financial services.
Vincent R. – San Diego, CA
Dmitriy is VERY knowledgeable in the area of using Checkbook IRA to be able to diversify IRA holdings to achieve one’s retirement goals. This is a complex area of expertise that most financial advisors know little about, and Dmitriy stands out as a great partner as a result. I highly recommend him!
Brian M. – San Diego, CA
Self Directed IRA set-up process from Dmitriy and his team has been great! Always ready and available to answer any questions I may have. He is very professional and I highly recommend him as your financial service provider. He made my experience a seamless and painless one, which as a novice in investments was a positive way to start off my financial adventure.
Dawn B. – Upland, CA
I used Sense Financial Services to set up my Self-Directed IRA LLC. It was very good experience being a first time rental property owner and they helped me get through the process properly. I was very satisfied with their expertise and approach to the customer. I look forward to my future experiences with Sense Financial Services. Thank you for your help!
Craig V. – Orange, CA
Dmitriy and his team helped me setup a Self Directed IRA LLC with checkbook control. There are a lot of steps, which can be confusing. However, they made it simple and setup everything efficiently and quickly. Dmitriy maintained communications with me throughout the following months to make sure everything was going as anticipated. He has also been immediately available to assist with any questions that arise. His services have been outstanding.
Steven B. – Los Angeles, CA
Dmitriy was very helpful in the process of creating my Checkbook IRA. He was patient and tenacious and I would not have gone thru with this without Dmitriy’s help and follow up. Very professional and knowledgeable about the Self-Directed IRA LLC. Thanks again!
Kip W. – San Diego, CA
I am very happy with the Checkbook IRA facilitation service I received from Sense Financial. My experience doing business with them is always very pleasant. I find them to be courteous, honest and very efficient in their dealings and would not hesitate to recommend their services.
Gerald B. – Corona, CA
I retired from the phone company few years ago. I had a conventional IRA and my stock broker was handling it for me. I decided that with all ups and downs of the stock market I would take control of half of it and go through Sense Financial to put it into a Self-Directed IRA LLC where I have a checkbook access. I was able to purchase two properties in Phoenix and within a matter of weeks of closing escrow on both I was able to get tenants and everything is running smooth.
Scott B. – Rancho Cucamonga, CA
My wife and I set up a Self-Directed IRA LLC (Checkbook IRA) with Sense Financial Services to diversify our investments into real estate. We since purchase one rental property and been very happy with our investment vehicle. We would recommend using Sense Financial as they will set up a complete package for you for retirement account with checkbook control.
Donald J. – Corona, CA
Dmitriy Fomichenko is a fantastic adviser. He is very knowledgeable and truly cares about you – no matter what level of experience you’re at, you will feel comfortable with him.
Ann Ronan – San Juan Capistrano, California
I had a very positive experience working with Sense Financial to create Self-Directed IRA LLC. This was a complicated process with many steps and lots of paperwork. They guided me through this process efficiently and made a complicated process easy. I felt comfortable working with them, trusted in their abilities and they did not let me down. Dmitriy is very knowledgeable and was able to answer all of my questions with extreme professionalism and patience. Ultimately I ended up with exactly what was promised and I am very happy.
Jeffrey M. – Lawndale, CA
As a Physician and investor, I was concerned about the difficulties I had heard about in establishing a self-directed IRA. The Self Directed IRA LLC Facilitation services from Sense Financial was simple and very affordable. All the work and documentation was handled for me and I was very quickly off and running with my own investments through my IRA. I highly recommend their services.
Buddy R., M.D. – Chattanooga, TN
Sense Financial helped me transfer two IRA accounts into one Self Directed IRA and formed Checkbook IRA using the IRA funds. They were quick to respond to my questions and the whole process was very smooth.
Jack J. – Walnut, CA
Dmitriy is outstanding: he’s great at explaining things, he is fair, reasonable, patient and honest. I cannot recommend him and Sense Financial more highly. The Checkbook IRA Facilitation service I received was awesome!
Jonathan Richter, Attorney – Encino, CA
Dmitriy’s expansive knowledge is impressive! Always very professional and personable, patient, and available. I would highly recommend Dmitriy to anyone seeking financial guidance.
Maylynn M. – Los Angeles, CA
Dmitriy adheres to a very defined, strict line of character and integrity in his day to day business operations. He understands real estate investment strategy, execution and management in various domestic markets. He is always a pleasure to work with.
John S. – Newport Beach, CA
Working with Dmitriy was a great experience. I had the opportunity to present my experience in REI at a meeting designed to encourage youth involvement in REI. More recently I had the opportunity to attend a meeting Dmitriy’s company Sense Financial was hosting with a guest speaking about long term wealth and how to pass it to your heirs for generations. It was very thoughtful and really got me thinking about my future and my family’s. As for opening a self directed IRA or Solo 401k, there’s nobody I’d trust more to handle mine.
Brett S. – Los Angeles, CA
Dmitriy at Sense Financial is local to me. I have been to a number of his seminars (which I found useful) and he has answered many of my questions on the subject of self directed retirement investing. He has a good reputation and I know people who have been very happy with his services.
Chris Weiler – Anaheim, CA
Dmitriy helped me set up a self-directed checkbook IRA. He is quite knowledgeable about the structure, and has ties with the right providers to provide service at each step. He is very prompt and timely, and responds to questions and concerns immediately, both via email and by phone. I found him to be helpful and informative and very oriented towards his customers. I would gladly recommend Dmitriy to anyone looking to establish a checkbook IRA.
Pratibha G. – San Jose, CA
I learned about Self Directed IRA‘s in Forbes magazine. Then attended a seminar given by Sense Financial to learn about Checkbook Control IRA. I decided to take control of my IRA and began the process. Dmitriy’s staff were outstanding in helping me navigate through this tedious process. Very professional, knowledgeable, were responsive to all my questions pertaining to the parameters and laws of a SD IRA. Exceptional company to work with!
George G. – Orange, CA