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www.sensefinancial.com

www.sensefinancial.com

5
5 Based on 95 reviews

Sense Financial Services LLC is a boutique financial firm specializing in self-directed retirement accounts with checkbook control. The Solo 401k and Checkbook IRA are viable solutions that allow investment in virtually any asset, including real estate, p...

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Average Rating

5

/
5

95 Reviews

5 Star
98%
4 Star
2%
3 Star
0%
2 Star
0%
1 Star
0%
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Katelyn Schneider
Professional, Competent, and Efficient

I've dealt with many financial institutions and Sense Financial Services is a breath of fresh air! Everyone I've spoken to has been professional, competent, and efficient. In particular, Minna has been a wonderful resources. I highly recommend Sense to anyone pursuing a SDIRA.

5
Date of experience: Nov 07, 2025
timothy mckay
The response time was spectacular

The response time was spectacular. I always appreciate the Customer Care.

5
Date of experience: Oct 28, 2025
Michae
Dmitry gave me a fast helpful response…

Dmitry gave me a fast helpful response for a time sensitive issue on the weekend!

5
Date of experience: Oct 25, 2025
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Rayfield Skinner
We appreciate the courteous prompt…

We appreciate the courteous prompt solution

5
Date of experience: Oct 24, 2025
M Sohl
Experience you can trust

The whole team at Sense Financial was great personally and for my brothers and in-laws. They were handled with care and timeliness. I would highly recommend Dmitriy, Minna and the whole team. Thank you thank you thank you

5
Date of experience: Oct 18, 2025
Gade Chua
Dimitry was knowledgeable and responded…

Dimitry was knowledgeable and responded so quickly. I'm happy with the service they provided

5
Date of experience: Oct 09, 2025
Evansrealtor
Minna is very friendly and knowledgeable

Minna is very friendly, knowledgeable, and quickly responds to questions and concerns.

5
Date of experience: Oct 01, 2025
Chris Soignier
Supercharing my retirement plans

Sense has been a valuable finance partner of my company and family for the last decade. They provide great customer service and have enabled me to generate much higher returns than I could achieve without self-direction of my funds.

5
Date of experience: Sep 23, 2025
T. Jackson
Awesome Service

I have always gotten the help that I need from the Sense Financial team quickly and high quality.

5
Date of experience: Sep 10, 2025
Jim
Very timely

Very timely

5
Date of experience: Sep 10, 2025
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Business Details

  • Sense Financial Services LLC is a boutique financial firm specializing in self-directed retirement accounts with checkbook control. The Solo 401k and Checkbook IRA are viable solutions that allow investment in virtually any asset, including real estate, provide “checkbook control” over a client’s retirement account, and minimize or eliminate custodian fees.

  • email info@sensefinancial.com
  • call 9492289394
  • language https://www.sensefinancial.com

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