Self Directed Solo 401k Client Testimonials
Sense Financial is superb!!! Allways answering my questions and making my job easier. And their team makes the answers easy to follow. Thank you!!
Gaston F. – Pembroke Pines, FL
Dmitriy and his staff were consummate professionals. I rolled my Solo 401 (k) into a Self Directed Solo 401 (k), and encountered some issues with the former holder of the funds. Dmitriy stepped into the conversation with the other facility and handled it smoothly and confidently. He connected me with a bank that offered the specific account I needed when I couldn’t find one on my own, and most importantly, did everything he said he would, on time.
Mindy J. – Longmont, CO
I love that I can use my Solo 401k to invest in real estate. As someone who has previously purchased rental property using “conventional financing”, you have to jump through so many hoops working with a traditional bank. Within a couple of months of opening a Solo 401K, I was able to purchase my 2nd rental property. As well, I am looking to add another to my portfolio before the end of the year. I’m not sure it would have been possible so soon if I had not opened up a Solo 401K.
Michelle M. – Upper Marlboro, VA
Working with the folks from Sense Financial has been great. They are very knowledgeable and quick to respond to any questions I had. The website is easy to use and has a good deal of information.
I’m very happy that I set up my Solo 401K with them.
Sharon M. – West Haven, CT
Sense Financial helped me set up a Solo 401k, and now I’m investing in real estate faster than I thought possible. Just a few months after opening my account, I used part of my investment to fund a downpayment on a vacation rental, and it’s doing very well!
Jan J. – Panama City, FL
Sense Financial was very helpfully in transferring my Solo 401K. They continually keep me up to date on deadlines and other important financial matters. They are very responsive to any questions or concerns that I may have. They are very knowledgeable and I highly recommend them and their services!
Randy I. – Sedalia, CO
After long and thorough research on Solo 401k providers, I found Sense Financial. Their knowledge on the subject and availability to answer all of my questions thoroughly gave me confidence in their products. They made the process of setting up my plans easy and they provide a wealth of additional supporting documents and information to help effectively manage them. I highly recommend them for Solo/Individual 401k formation.
Andrew N. – Woodinville, WA
Sense Financial made the entire process extremely easy and they have been very responsive. I’ve recommended them to many more people already.
Michael L. – Humble, TX
Dmitriy and the whole crew were outstanding, with promptness, patience, explanations, answering questions and offering guidance all the way through from beginning to actually opening the retirement account. Could not ask for a more professional group of people to get my Solo 401K set up. Thank you for all your help.
Stephen O. – Temecula, CA
With Sense Financial’s invaluable help I was able to create my Solo 401(k) plan to purchase investment property in Costa Rica. I highly recommend Sense Financial for the following:
• Integrity – They have earned my trust and clearly hold integrity as a real core value.
• Competent – They thoroughly know the business and furthermore did a great job of consulting me on the most effective strategy for my unique situation and goals.
• Customer Focus – They go the extra mile. They are extremely accessible to answer questions and concerns. They break down the regulations so that they can easily be understood.
• Efficient – They are extremely fast in their process.
Bob G. – Gainesville, GA
Sense Financial is as straightforward and transparent as they come. Dmitriy and his staff are phenomenal and extremely responsive. In an industry that drowns you with fees and limitations, Sense Financial empowers it’s clients to take control of their investments and future. The customer service is amazing, costs are minimal and only flat fees.
I was surprised to see the one negative review on Yelp, and of course, the individual didn’t even take the time to speak with anyone. I hope no one takes that into consideration when looking into Sense Financial. I would be more than happy to provide a personal referral to anyone thinking of using Sense Financial, and my experience through the set-up process.
Jesse H. – Folsom, CA
Very pleased with the service. With the guidance provided by Dimitriy and Sense Financial staff, I feel confident that my Solo 401k plan is structured correctly and following the correct policies and guidelines. Thank you for the great service.
Tim S. – Colorado Springs, CO
Dmitriy and his team are experts in their field. They know the intrinsic workings of the Solo 401K structure and can even recommend a bank that will handle your trust account for the Solo 401K. Absolutely fantastic product, with the personality and patience needed to help business owners venture into the world of Solo 401K’s.
Edwin E. – Wesley Chapel, FL
I couldn’t have had a better experience. Setting up a self-directed Solo 401(k) isn’t simple, but Sense Financial was there every step of the way to answer questions quickly and accurately. At one point, I had an issue transferring money from one financial institution and Dmitriy got on a conference call with them the same day and sorted it out.
I look forward to a long relationship with Sense Financial and would recommend them without hesitation.
Carl J. – Longmont, CO
Sense Financial has put together an exemplary model and team. Outstanding structure and service.
Bill M. – Clearwater, FL
I have worked with Sense Financial for over a year now. I chose them after reading many BiggerPockets blog posts indicating that they were one of a handful of good companies with whom to work. They definitely did not disappoint! I scheduled a meeting with Dimitri and he walked me through the idea and what I could and could not do. After my account was set up, the Sense Financial team was always just a phone call or email away. While at first I felt that I was constantly asking questions, they quickly came back and would point me to a FAQ or post where my question was answered. While my concerns have definitely been put to ease and I no longer rely on them for many other questions, I know that they are available whenever I need them.
David A. – Birmingham, AL
Dmitriy and the Sense Financial team are/were very responsive to my needs and questions. Dmitriy runs a tight ship and everything is very orderly. I recommend that you give them a call. I have no regrets having Sense Financial set up my Solo 401k.
Beverly W. – Mechanicsburg, PA
Dmitriy and his team were great to work with. His staff will hold your hand with setting everything up and his educational material is easy to follow and thorough. I highly recommend SenseFinancial for your investing and Solo 401k needs.
Corey M. – Colleyville, TX
The concept is tremendous & Dmitriy is probably a genius. I set my account up with no real questions because Sense Financial seems like the Best choice to participate in this great retirement concept. I have yet to establish a savings account but Sense Financial was the obvious choice for me after reviewing 4 separate Solo 401k companies. I feel fortunate.
Kevin F. – East Bridgewater, MA
Sense Financial introduced me to a more flexible self-employed 401k that I didn’t previously know was possible. Their service has consistently been prompt and helpful. I’m very glad I found them.
Damian R. – Berkeley, CA
I found Sense Financial on BiggerPockets.com, some investors were speaking very highly of the firm. The way that Sense Financial explains all the benefits of a Solo 401k just made so much sense to me. With Sense Financial, help is just a phone call away. I feel a lot more secure being able to do transactions with the 401k without a custodian.
Wilco R. – Frisco, TX
My Solo 401 k was set up very quickly with all my questions answered and all the hand holding was provided as necessary. When I found Sense on the internet I was in need of help immediately as my provider was not continuing their service.We got it done in a very short period despite my inexperience. It all worked out great and now I am making 9 to 10 percent on my retirement account funds and am extremely satisfied.
Jim B. – Sonoma, CA
Dmitriy and staff at Sense Financial are consummate professionals who immediately engendered my trust in their competency. Soon to retire, my 401K is in safe hands with their support.
Dr. Eliot R. – Pahoa, HI
Sense Financial is the best! Dmitriy is the head, and he is very knowledgeable and patient.
We set up a Solo 401K plan, and got loans to buy a property. Dmitriy has helped us a lot in the process, and all his associates are great and very responsive. For upcoming deadlines, we receive email reminders. And their price is listed and it is transparent.
Isabella T. – Fremont, CA
Excellent customer service and does a great job at educating it’s clients on its products and services.
Nyla H. – Myrtle Beach, SC
Dmitriy’s team is very professional and willing to take time to explain the pros & cons of the Solo 401K. They provide helpful info on a regular basis including webinars, eBooks, etc.
It’s a great resource for small business owners! I highly recommend Sense Financial Services!
Zinovy S. – Sterling, VA
I started a Solo 401K plan with Dmitriy’s Sense Financial in 2015. It has been a great experience since then and the Solo 401k plan has been a wonderful tool. His site has a wealth of resources to answer all your questions. Dmitriy himself is very responsive and will answer your questions in a short time frame. I highly recommend him for your Solo 401k plan needs.
Tony S. – Skillman, NJ
I found the entire system worked as advertised, the staff was friendly and knowledgeable, and I would recommend Sense Financial to others.
Tim R. – Hudgins, VA
Fantastic Service, smart people, and best of all freedom to invest my retirement money the way I want to. Dmitriy and his team are the best in the industry and the website and other tools they have built help ensure everything gets setup correctly. I would highly recommend this service if you are thinking of doing a self-directed retirement account.
Robert M. – Holbrook, MA
I am an attorney and wanted to get my retirement account under my own control. I would not have been able to do this on my own. The guidance, forms and detailed instructions were very easy to follow. I had no problems at all getting this set up at my own bank (which had never opened one of these accounts before but felt comfortable doing so after reading materials from Sense Financial). I am now looking for a great real estate deal to invest in and earning a small amount of interest while doing so. I am so much less stressed out than when my funds were all in the stock market. I am very pleased!
Bruce L. – Spokane, WA
Dmitriy and his staff have been incredibly kind, helpful, and responsive while I have been going through the process of setting up my Solo 401k plan. They have gone above and beyond to help me, and make sure I am supported every step of the way. They have been able to answer my questions and have been incredibly timely in their responses to me. I appreciate the information they share with their clients on an ongoing basis as well. They are always helping their clients learn about how to succeed in directing their solo 401k!
Sandra H. – Chicago, IL
I was recently introduced to Dmitriy and Sense Financial as I was exploring creative alternatives to managing my retirement portfolio. Dmitriy has proven to be a invaluable asset during this process and I now consider him to be a part of my team of trusted individuals that I seek for advice.
From the very first phone call I found Dmitriy to be honest and forthright. He has the heart of a teacher and truly wants to equip his clients with the information they need to be successful.
I highly recommend Dmitriy and Sense Financial to investors who are looking for more control over their assets, and need trusted advice to guide them through the process.
John U. – Clayton, NC
Our Sense Financial experience has been excellent. Dmitriy and his staff have differentiated themselves through outstanding customer service and communication. In my opinion, anyone that owns their own business should have a Solo 401K, and I would highly recommend going with Sense Financial to set one up– you will not be disappointed!
Ben D. – Spokane, WA
In 2015 I set up a Solo 401-K Plan through Sense Financial. The step-by-step process which they provided was easy to follow, informative, and very helpful. Before I began the process, I had many questions which they took the time to answer in a timely manner. The follow-up emails, phone calls, and Web-based educational information is encouraging and helpful.
Soon after I formed my Solo 401-K Plan, I purchased a well secured, First Trust Deed Note at 8.75% interest. It feels great to be free from the bonds of investing through a brokerage or financial institution, which only allow investments in their products. I should have done it years ago.
I highly recommend Sense Financial to anyone who wants to take personal control of their retirement plans, and stop being held hostage by stock brokerage companies, banks, etc.
Allan S. – Coppell, TX
I found out about the checkbook 401(k) and it sounds like the idea would be beneficial. When I worked with Sense Financial, it seemed like a perfect fit. I set up an account with Wells Fargo, I’m the trustee and it basically makes it a lot easier for me to handle the investments in the 401k. It’s a huge time saving and money saving advantage. The website is pretty self explanatory and easy to read. The Sense Financial team is great at responding to questions. I would just reiterate that my experience is positive, not a lot of companies you can say that about these days.
Michael F. – Signal Hill, CA
Dmitriy and the staff at Sense Financial Sevices were excellent in providing me with timely information and assistance in setting up my Solo 401K. Their website has a lot of applicable information that assisted me in the decision making process. Since setting it up I have made investments in private lending to individuals that have been win-win situations for both parties.With the recent roller coaster in the stock market the self directed Solo 401K has worked out well.Thanks for all your help and look forward to working with you in the future.
Bryan D. – Owensboro, KY
Everyone on the team worked to answer my questions both on the phone and in email. Anytime I was setting up an account I was able to double check with them that the forms were filled out right and everything was set up properly. This is an excellent firm to use to set up your Solo 401K.
Buzz W. – La Mirada, CA
Establishing my Solo 401k was incredibly easy with the assistance of Dmitriy and his team at Sense Financial. I had a few questions (and so did my previous trustee). I had no problems getting the questions answered from both the team as well as from Dmitriy personally.
Chance D. – Lafayette, LA
I actually transferred my Solo 401K account from Nabers as I was not happy with their customer service. Dmitriy and his team have provided excellent support ever since, and I am very happy that I transferred my account. He has been providing detailed clarification and prompt response for all of my questions related to real estate investment, brokerage account opening, etc. It has been a hassle-free experience, and I would strongly recommend Sense Financial to anyone who is interested in opening a Solo 401K account without any hesitation.
Saravanan B. – Irvine, CA
Dmitriy and his team were quite helpful in helping me establish my Solo 401K. After my account was open, they were available to answer many questions I had. They made it a priority to return my calls within a day or so. Dmitriy even suggested several different possible investment types as well. I would definitely recommend Sense Financial and look forward to growing my accounts utilizing their services.
Rod T. – Newport Beach, CA
Sense Financial has done a terrific job educating me about the benefits of setting up a Self-Directed Retirement fund. The Sense team, and Dmitriy in particular, has gone out of his way to deliver exceptional service, before during and after setup. I’m very pleased with my decision and would highly recommend Dmitriy’s team.
Brian W. – Argyle, TX
Sense Financial staff were excellent when I opened my Self Directed 401k with them. I would have no hesitation in referring them to anyone who is looking for checkbook control over their retirement monies. They helped me with all the paperwork to open my account and once it was opened assisted with facilitating my first investment so my money started working right away. I would highly recommend Dmitriy and Sense Financial if you are looking for checkbook control over your retirement…It just makes Sense!
Julia King – Long Beach, CA
Sense Financial has been great helping me establish my Solo 401k. Much of my funds were in Fidelity, and I was delighted to learn that my Solo 401k could be part of the Fidelity eco-system. Sense Financial’s knowledge base (FAQs, et cetera) are first rate. It has a ton of useful content and they are very diligent about maintaining it. Highly recommended.
J.L. T. – Carmel Valley, CA
Dmitriy has been wonderful to work with – he’s very accessible, has a precise knowledge of IRS regulations related to retirement plans, and is easy to work with. Sense Financial’s Solo 401k plan blows away the self-directed IRA’s with respect to flexibility, control, and no nickel and diming. I’ll probably be moving my Roth IRA’s to his firm in the near future as well.
Chris S. – North Richard Hills, TX
Dmitriy and his team helped me set up my Solo 401k plan. The process was easy and the team answered any question that I had. It was a very easy and positive experience. I highly recommend Sense Financial and their services to anyone who is interested in opening a Solo 401k.
Haim P. – San Francisco, CA
I have been very impressed by the professionalism of everyone at Sense Financial. They make sure that you are submitting the correct paperwork every step of the way. Every time that I had a question or wasn’t sure of how to complete my application, I received very prompt and excellent support. I can’t more highly recommend them for anyone looking to open a Solo 401k Trust.
Steven W. – San Francisco, CA
It was a great experience, they answered all of my questions and provided excellent instructions on how to proceed with setting up my Solo 401k. A very quick turnaround also, I highly recommend using Sense Financial Services!
Mike M. – Bethel, CT
I was a little nervous on setting up the account, but Sense Financial walked us through the process. All in a very timely manner. Even when we were at Wells Fargo we were able to reach the account manger for some questions that Wells Fargo had. Web site is very handy.
Sharon M. – Corona, CA
This has been the best decision I’ve made in years – I recommend Solo 401k with Sense Financial to everyone I talk to. The service provided by Dimitry and team is 2nd to none. Very attentive, very supportive and they answer any questions whenever I have them. The returns I have made in 6 months beat what I made for the past 3 years in my company 401k plan! If you have the opportunity to switch to a Solo plan, take advantage of it NOW!
Renee A. – Westerville, OH
Sense Financial has proven themselves to be of integrity. They are most helpful throughout the process.
Susan M. – Jackson, MS
Working with the Sense Financial team has been a great experience. They are extremely responsive, professional and eager to assist. They answered all my questions and made setting up my company’s Solo 401k a simple and painless process. I can’t recommend them highly enough!
Don S. – Lafayette, IN
Dmitriy is a skilled, knowledgeable professional who, with his staff, is always accessible and quick to respond to any questions regarding Solo 401ks, which is my area of experience with him. I recommend him.
Steven S. – Valley Village, CA
I am thoroughly impressed with the products (value, wealth-building) of Sense Financial but even more so with the staff and leadership of Sense Financial (knowledge, professionalism, courteousness). The only regret which I have is that I didn’t contact Sense Financial sooner!!! What a blessing I have been bestowed with.
Shawn A. – Springfield, TN
I really appreciated the additional documentation such as a guide to opening a bank account that I could take with me to the bank. Without that additional help, getting my retirement fund set up would not have been possible.
Micki M. – Denver, CO
I’m impressed that I’m able to speak with Dmitry directly and I find him to be open and easy to talk to. It’s important to me that Dmitry is an investor as well so he understands my goals in investing.
Paula S. – New York, NY
Dmitriy and his team at Sense Financial are knowledgeable, responsive and a pleasure to deal with. They made the process of setting up and administering my self-directed Solo 401K easy and straightforward. I very much appreciate the freedom and control over my investments that I now have.
Gary E. – Austin, TX
Dmitriy’s presentation was simple and to the point. My experience with Sense Financial has been a positive. Dmitriy have made himself available to me when I have had questions and I really appreciate that. I also want to thank the team for the additional information that they provide through the website.
Laura C. – Chino Hills, CA
We are very pleased with Sense Financial Services. They are extremely responsive and take care in providing clarifications and answers to questions very promptly and professionally. The staff at Sense Financial Services are true professionals. They are detail-oriented, knowledgeable and caring, and a pleasure to work with.
Viggen A. – La Canada, CA
Dmitriy & his team of professionals guided me through the entire set up process for my Solo 401K, answering all of my questions and providing me with a complete set of documents. In addition, they provide a web site for customers only with a Q&A format along with many other documents at no additional cost. I also enjoy reading his timely emails/reminders and insight to the upcoming regulatory changes and potential filing requirements. His team is always available to walk you through any and all filing requirements as needed. They provide excellent customer service and I would and have recommended him to several other investors.
Stephen G. – Baltimore, MD
Signature IT Consulting Inc contracted Sense Financial Services LLC to oversee and administer our Solo 401k plan, the process was complete and professionally handled in a timely manner, the staff is very courteous and knowledgeable, we are very happy with the result so far.
Saul G. – Rancho Palos Verdes, CA
I highly recommend working with Sense Financial. They are professional, personable, and knowledgeable. It has been a pleasure working with Dmitriy and his staff at Sense Financial.
Joe A. – Soquel, CA
Dmitriy and Sense Financial Services LLC were very helpful to me. They delivered timely and with great professionalism. Good experience for me.
John B. – San Marino, CA
It was a pleasure working with Sense Financial. It was refreshing to see the lost art of true customer service. I appreciated Dmitriy spending the time explaining all the benefits of a Solo 401k as it pertained to my specific situation. I was very satisfied with his services and have recommended him to all my real estate investor colleagues.
Jesse A. – Montebello, CA
I was very impressed with the quick response to every question I had during the process. Minna was extraordinarily prompt, knowledgeable and attentive. Dmitriy answered all of my questions Minna could not answer herself. I think it is pretty much the perfect relationship that I have with Sense Financial. I have recommended Sense Financial to other people. In fact, my wife is looking to set up a Solo 401k herself to buy a property.
Mark M. – Fullerton, CA
Dmitriy and Minna were extremely responsive and knowledgeable, helping me set up my Solo401K plan very quickly and easily. I explored working with others, but they provided poor service and responsiveness, expecting me to figure out the details. Sense Financial knew the answers and got me set up quickly and successfully.
Paul W. – Clearwater, FL
Dmitriy has expert knowledge in a niche area. He is easy to work with and accessible. I highly recommend Dimitry and Sense Financial Services.
Donald T. – Huntington Beach , CA
After attending your webinar, I did my research and started my own real estate investment company with my wife in order to qualify for this plan. So thanks so much for changing my life!! I am now ready to roll over an old employer 401k account to fund my Solo 401k.
Leonard J. – Portland, OR
All of Sense Financial representatives were understanding, informative, courteous and fast. For a year I had been contacting different companies in this field and felt as though they lacked respect for me as a potential customer. However, from start to present: Sense Financial representatives made me feel as though my needs were the most important thing for their business, and fast. Did I mention they were fast?
Don C. – Oakwood, GA
Sense Financial helped me set up my Solo 401k. Simple and efficient process. Good follow through and email reminders of important deadlines. Always available when I have questions.
Bob W. – Parker, COLeonard J. – Portland, OR
Not having any knowledge of this particular financial product, the information from the Sense Financial website and consultation was more than satisfactory to get me to choose this instrument. I appreciated the time they took to explain the services, there was no sales pressure whatsoever to sign up which I value considerably. Similarly, the service partners recommended by Sense Financial were efficient and informative which demonstrates their shared commitment. I have recently mentioned my experiences to other real estate investors who were just starting out like myself.
Jeff B. – Vancouver, WA
We are really thankful to have our Solo 401K setup and to have the freedom to invest in a wider variety of investment options. For us this has been investing in tax liens in Florida. We just received our first redemption check in the mail. We made 5% in a week investing in two tax liens that were paid off within a week of our purchase of them. We are excited to wait for more checks in the mail as other tax liens are redeemed. The freedom to invest where we choose allows us to take that money we just earned and reinvest it the moment it clears the bank. It really is awesome to not have someone in an office somewhere who has to approve every unconventional investment we make. Thank you for your services and the very educational website you have setup. I have referenced it many times for details of how our account is to work. We are very pleased and investing for retirement is now fun rather than nerve racking.
Royce and Jenny T. – Ammon, ID
I appreciate your continued advise and quick response time on my countless questions/inquiries! It is a pleasure working with you.
Sonja T. – Phoenix, AZ
I initially reached out to Sense Financial in regards to Self Directed IRA account, but after consulting with Dmitriy himself (which was my first pleasant surprise to get such direct access to the leadership!), it became evident that for my circumstances, that a Solo 401k was the preferred pathway to take. This wasn’t even on my radar and this conclusion could not of been reached without the insight and guidance given directly from Dmitriy. My second concern was being a Florida citizen, with Sense Financial Services LLC being located out of state and on the West coast. Dmitriy and his staff quickly overcame that concern for me as well. They were always responsive to any query I had, and even worked extended hours (early) seeing I was on the East coast. As Dmitriy instructed me, this vehicle has been the most empowering tool to take personal control of my future retirement plans and it is almost criminal that more people are not aware of these tools. With the quality of initial set up instructions, as well as the on-going reminders and guidance that Sense Financial Services LLC continues to provide, I for one am trying to educate everyone in my circle about these tools, and of course, recommend Sense Financial Services LLC to all of them.
Tracy H. – Saint Petersburg, Florida
I was able to get all questions answered and able to get Wells Fargo ‘Fast-Track’ account opened in time to get the investment of a residential real estate executed in time.
Ram C. – Newport Beach, CA
Staff at Sense Financial helped me set up my self-directed Solo 401(k) and provided answers to all the questions I had. My experience with the team was fantastic. I was very new to the process of a self-directed retirement account and they were very helpful, and continue to be as I get set up. Thanks again!
Adam R. – Forth Worth, TX
Staff and management at Sense Financial were what I would refer to as true “subject matter experts” in the field of financial services. They were not only knowledgeable, but were also courteous, organized and efficient.
Lewis I. – Fairhope, AL
I had a great experience, as far as quality of guidance and timeliness of replies, while setting up a self-directed retirement account. Also want to add how non-pushy Sense Financial was… It took me many months to setup the account, since I was in the process of leaving my job, and I also setting up a new entity, and wanted to delay the process until those were wrapped up. So I really appreciate that they (Sense) worked with my timeline, and not once I felt rushed or pushed to do something, and that was very good!
Remus M. – Seattle, WA
Dmitriy is an excellent professional contact and a pleasure to do business with. He and his colleagues at Sense Financial are the utmost professionals and offer an excellent way to help build long term wealth. I highly recommend them.
Tyler Haug – Dallas, TX
Dmitriy and Minna were fantastic at getting me set up with my Solo 401k. As I didn’t know too much about the Solo 401k going in, I appreciated their candidness & transparency about the process. All my phone calls and emails were attended to immediately and they always answered my (many) questions with information that was easy to digest and understand. Thanks so much for your help and for putting my mind at ease!
Celeste P. – Los Angeles, CA
Great Company and wonderful service! My paperwork and set up was done in a few days, the education on the topics were exceptional. I am so glad I set up Solo 401k for my business. I would highly recommend Dmitriy and his group to any of my friends or clients.
Laureen Weaver – Sotheby’s International Realty
Dmitriy was great to work with. He provided well-informed and impartial advice. I would add that everyone I dealt with on his team was professional, responsive, and very courteous. I would recommend Dmitriy and the staff at Sense Financial to anyone.
Chris B. – Chapel Hill, NC
Dmitriy is very knowledgeable and savvy person. His team set up my self-directed Solo 401K plan in one day! He has setup an easy and fast plan. He is the best!
Vince Kalachian – Glendale, CA
I feel fortunate to have found Dmitriy and Sense Financial when I was looking to open a Solo 401K Plan. Dmitriy is very hands on and knowledgeable, always available to help whenever needed. He is the type of person who doesn’t slow down in his quest for excellence. I could use more business partners like Dmitriy.
Sergio E. – Dayton, OH
Dmitriy at Sense Financial has been very helpful. By combining the service provided by Sense Financial with a Fidelity Non-Prototype account, I have a Solo 401k that gives tremendous flexibility in the types of investments available.
Joe Budelis – New York City, NY
The checkbook control Solo 401(k) plan offer is astounding to me. I never knew that ability was there available for the general public. Knowing that I have the ability to control where my money goes offer a lot of security. Because when you just leave it to the brokerage firms, they don’t have vested interest in your retirement account and as a result, thousands of dollars can be lost. So having a full control over my retirement account is very amazing!
J.R. – Alta Loma, CA
I heard about Sense Financial while reading an investment blog online. Being a complete novice, I was very skeptical about doing financial transactions on the internet or without seeing someone face to face. I called Dmitry and talked to him and felt like he was very genuine and knowledgeable. Since letting them handle my 401K I have been gratified to find out that they are true professionals and have been there for me after everything was set up.
Pamela R. – Willow Park, TX
With all the retirement programs out there, I selected the Solo-401k program. Sense Financial helped me open a Solo-401k with checkbook control and provided all the necessary paperwork and steps to open the necessary checking accounts. . Once you get past the new terminology, wrap your head around the concept (like anything), and let Sense Financial team help you, you’ll wonder why you didn’t do this before. Now the sky’s the limit for me. Dmitriy also helped me steer through a number of transactions in order to do it legally and properly. I also have talked to several IRA administrators and custodians. In comparison, Dmitriy is at the top. Without hesitation, I highly recommend Dmitriy and his company Sense Financial.
Gary C. – Oceanside, CA
I’m very cautious about who I recommend to my clients and my friends and unless I feel comfortable myself, I don’t recommend people. But I’m so comfortable with Sense Financial that I’ve actually invited them to my office to talk to my colleagues.
Larry Sangiorgio – Newport Beach, CA
I was very impressed with how well I was taken care of during the entire process of creating my Solo 401(k). I love how systematized Sense Financial is and I appreciate their professionalism.
Janet French – Hungtinton Beach, CA
I am very happy with the experience in setting up my Solo 401k Plan. The process was made easy by Sense Financial team. They walked me through the process and provided me with all the documentation and everything I needed. I funded it and have put physical metals into it and taken a personal loan from it. That was easy! My plan is to not have any funds in large financial firms where my assets might be at risk.
Jose L. – Fresno, CA
Sense Financial has been such a wonderful company to work with. They are extremely prompt and thorough. If you don’t have a lot of time to deal with setting up a SoloK retirement plan, this is the company to use. They make it quick and easy for you. It’s a high integrity firm, with exceptional staff. I highly recommend Sense Financial. Being in the Financial Services industry, I recommend all my clients, friends, etc to Sense Financial.
Danielle A. – San Diego, California
Set-up my Individual 401(k) with checkbook control. Simple and easy process! I only wish I knew about it earlier. Dmitriy is great to work with, never too busy for his clients. All this with low start up and cost!! Wow, what a concept, use you own money how you see fit without having to wait. I will not have any hesitation referring clients to Sense Financial Services.
Dave C. – Brea, CA
Dmitriy Fomichenko was very friendly, informative, and met with me for lunch. I was so convinced that I signed up the next day. I would highly recommend him to ALL my clients.
Joe Homs – Orange County, CA
The team at Sense Financial were always very knowledgeable and professional in the delivery of the Solo 401 K retirement account. Questions were answered promptly and completely, and I felt I was in good hands every step of the way. Highly recommended.
Jim Carr – La Canada, CA
Dmitriy Fomichenko and Sense Financial set up my self directed Solo 401k Trust giving me checkbook control over my account, and they were a pleasure to work with from start to finish. Thanks to their tremendous experience and help, I am now able to make private, tax-deferred, real estate loans within my retirement account. I highly recommend them.
Brian W. – Rancho Palos Verdes, CA
Dmitriy was very helpful in explaining the details of setting up my Solo 401K account. Everything went smoothly with great email communication from Dmitriy and his staff. I would highly recommend his services to anyone in need of Self Directed IRA financial help.
Carl P. – Talahassee, FL
Dmitriy made sure we totally understood the Self Directed Solo 401(k) program before allowing us to utilize this amazing vehicle to secure our future!
Rayce M. – Murrieta, CA
Sense Financial team set-up my Self Directed Solo 401k Plan so I can have checkbook control over my account. Sense Financial team guided me through the process in a very professional way and always was available for any questions. I highly recommend Dmitriy and Sense Financial team to anyone looking set-up a self-directed Solo 401k Trust Plan.
Eliseo G. – San Dimas, CA
My experience with the process of establishing my self directed Solo 401k Plan with checkbook control has been good! Thank you!
Sal S. – Montebello, CA
Highly recommend Sense Financial Services due to high integrity and professionalism. I used their services and was very happy.
Peter M. – Van Nuys, California
Dmitriy and the staff at Sense Financial have been very responsive and very knowledgeable about all aspects of setting up self-directed Solo 401 k Plan. I am very impressed with the constant communication and updates on strategy and the law.
Anthony N. – Attorney At Law
Dmitriy Fomichenko is an expert in Self-Directed retirement plans, and I recommend Sense Financial to anyone who is seeking more control of their financial future. He and his team provide top notch customer service, and we were impressed with how responsive he is with any questions.
Michael G. – Santa Barbara, CA