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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AW10
They are independent financial advisors…

They are independent financial advisors as such they can ensure you get the best at the best price rather than a tied agent who can only recommend one company. My advisor Gary proved to be a valuable asset allowing me to retire in my early 50s. His draw down pension advice has made dramatic changes in my life possible. In addition his dedication to customer service means he has gone on to answer some of my questions even though it is no longer of any financial value to him.If you want a financial advisor that you can trust then this company and this advisor is a great place to start.

5
Date of experience: Apr 18, 2023

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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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