Sense Financial Services LLC

I did a lot of research before making the decision to use Sense Financial. I was seeking a custodian that was experienced, knowledgable, and quick to respond to needs and requests. Sense Financial did not disappoint! I have been very happy with their customer service and I believe that they provide the best value of the multiple custodians I researched. The team at Sense Financial has always been helpful and quick to respond to needs or questions. They always seem more than happy to help and they make me f

I love Sense Financial. I've been a client since 2019 and can absolutely and highly recommend Dmitriy and his team. I can't imagine setting up a Solo 401K without them. Dmitriy and Minna and everyone I've worked with at Sense Financial is so knowledgeable, efficient, and kind. They respond quickly to every request. I love the diversity of investing in what I want, versus the being limited to the options I've encountered in many corporate retirement plans I've had previously. Even in the best of the best co

I had no idea what I was getting into when my friend recommended Sense Financial. I still have a lot to learn, and I make a lot of phone calls. Every time I reach out I get nothing but patience and more patience from Minna and Dmitriy. They are always very willing to answer all my questions. They truly are exceptional people.

I have had my Solo401k account with Sense Financial Services since 2021, and have real estate and precious metals assets in the Trust. Dmitriy and his team are extremely knowledgeable, courteous and prompt to help their expertise. Most recently, Dmitriy called and personally helped me with a tax issue that I had never experienced before.

What a great company to work with. Dmitriy is extremely knowledgeable and made the whole process of opening a solo401k a piece of cake. Very responsive and their online resources make everything crystal clear and easy to manage.

Minna Nah at Sense Financial helped me put together a Solo 401k extremely quickly at the end of 2017 so that I could invest in a private equity fund that was closing very soon. Not only did they appreciate the urgent timing, they did a great job answering all my questions. They provide great service during the setup and excellent on-going support (including an extensive knowledge database full of Q&A). On top of that, the price is great. Well worth it. I don't give out recommendations lightly, especially fo

I was referred to Sense Financial by my CPA, when there was a need to combine various old 401ks and IRAs into one self-directed account. Even though I've never heard of Solo 401k before, and had many questions, Sense Financial made setting it and getting it up and running a breeze; they were very professional and patient with me. It's doing rather well now under my management, and I feel empowered that I have a wide range of investments available for the future, and can continue to contribute the maximum al

We transferred our Self Directed IRA's from Equity Trust into a Solo 401K account with Sense Financial. They made a very complicated process, ultimately be relatively easy and seamless. We have had our Solo 401K accounts up and running for a few months now thanks to Sense 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

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!

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 opened my account with them roughly 3 months ago and I do not regret my decision. I was intimidated by the process at first but Dmitriy and his team were able to answer all of my questions and concerns and they guided me through the process. Dmitri personally scheduled a free consultation with me when I was reviewing their products. They definitely take c

I've been privileged to be in amazing partnership with Dmitriy, Minna, and all of Sense Financial for several years now, and I have to say that their skills and styles are second to none! Responsive, reliable, knowledgeable, and kind! Top marks! Infinite stars! Thank you so much for helping me in such multifaceted ways!

I highly recommend Sense Financial Services. I have considered various different SDIRA custodians and talked with a few of them, but after several years of research, I'm extremely happy I chose Sense Financial. Dmitriy is everything you'd expect and much more. He and his team are not only experts in this field but also very friendly, very prompt in response, and goes out of their way to make sure everything goes well. Whether it's solo 401k or self-directed IRA, Dmitriy is the guy you want in your corner.

Dmitriy and his team at Sense Financial were extremely helpful to me when I set up my self directed 401K. Minnah always responds very quickly when I have had follow up questions after getting my 401K set up. Dimitriy has sent several email updates/reminders and I appreciate the continued support. I highly recommend this company if you are looking to set up a self directed retirement plan!

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.

I started my Self Directed 401K at the end of 2018. My goal was to invest as a partner in MF property at the start of 2019 which I did by simply writing a check to the lead investor. Dmitriy and Sense Financial came recommended by another investor I met and I have since met another investor that uses them as well. Dmitriy and Minna were always quick to answer my questions, were quick in setting up the account, and were helpful in recommending financial institutions to handle the account. I highly recomm

I knew I wanted a self directed IRA to invest in real estate, but I had know idea where to start and what to do. Sense Financial provided a ton of info on their website and when I contacted them to learn more, they were very responsive and more helpful than I expected. Dmitry has created a well-oiled process for serving customers, keeping us informed, and ensuring we stay compliant. I've placed all my trust in Sense Financial and only have one regret.... That I didn't find them sooner!

Dmitriy and the team at Sense Financial are superb! I recommend them to everyone I speak to about investing in real estate through their retirement accounts. I personally did months worth of research into self directed IRA custodians and groups that set up Solo 401ks. Dmitriy was far and away the most professional, most responsive, and best return on investment.

I was referred to Sense Financial, I did my research by comparing two companies and found Sense Financial to be competent, service oriented and able to answer my questions & concerns leaving me confidant they were the right choice. Dimitriy continuously offers training & webinars to keep his clients informed on investing, taxes plus other business related material. Working with this company is seamless and simple.

We used Sense Financial Services to set up a Solo 401K trust. Dmitriy 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, Minna guided us through the process. Dmitriy and Minna were very professional and courteous. We highly recommend this company.

Sense Financial is the go-to for Self-Directed IRA's with checkbook control and Solo 401k's. Dmitriy's customer service is incomparable and he truly cares about the success of each client he works with. I have referred many people to his organization and they have all come back very satisfied. He gets to know the needs and concerns of each client to make sure he does what is best for them in the long run.

Sense financial helped me to set up my 401k, they are the best! I can call them any time of the day and they do give a knowledgable answer (I don't have to go through different department and be on hold for hours). Dmitry and Minnah always give the answer right away and it's the correct answer because they truly know what they are talking about! For busy professionals, like a lot of us here, Sense Financial is the way to go!

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.

I recently opened a new account with Sense Financial and I'm very happy with the service I've received so far. The process was quick and easy, and the customer service representatives were very helpful and knowledgeable. I especially appreciated the fact that they took the time to explain everything to me in detail.

My husband and I wanted to set up a Self Directed IRA using my husband's retirement account. Dmitriy and Minna were with us every step of the way, answering our numerous questions very quickly. I would highly recommend Sense Financial LLC. They will be invaluable and help keep you from making mistakes.

A trusted friend recommended that I contact Dmitriy and see if a solo 401k would be the right solution for me so I called. My initial conversation with Dmitriy was very informative so I decided to move ahead. Both Dmitriy and Minna were extremely helpful and patient with me during this process. Throughout the initial set up process, they really stepped up and walked me through everything, answering all of my questions. (this is all new to me). They continue to be very responsive whenever I call. I would de

I found Sense Financial Services LLC on YouTube several months ago. I watched all videos about the self-directed 401K. I called and setup a meeting with president Dmitriy Fomichenko. Dmitriy helped me setup my first ever 401K trust very quickly. My questions are always answered promptly and accurately. I now have my first real estates investment deal under my 401K trust. I highly recommend Sense Financial Services.

Both Dmitriy and Minna from Sense Financial were extremely helpful and guided me through the establishing of Self-Directed IRA plan with utmost care and professionalism. I pursued a very aggressive timeline and never once waited longer than a couple of minutes to get any question addressed in phone, text and email ! I highly recommend them for all your SDIRA and Solo 401(k) needs.

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 any one who is interested in opening a Solo 401K

The past few months, I have worked very closely with the Sense Financials group in setting up my self-directed IRA LLC. With Dmitriy?s guidance and expertise, I have been successfully managing my self-directed IRA through investments of my choosing. Currently, all my investments managed through this account have been set up and finalized smoothly with Dmitriy?s assistance. I would strongly recommend the Sense Financials to anyone who is interested in managing her/his own IRA as Dimitry and his colleagues a

I am an attorney in Washington State and Arizona doing insurance claims and personal injury. I wanted to get my SEP IRA out of Morgan Stanley and into my own hands so I could invest in something other than stocks. I asked another attorney in Seattle who deals with financial law and he referred me to Sense Financial. I have no complaints about the service I received for the money paid. Sense Financial has it all laid out so it's easy to follow and get it set up. I was even able to convince my bank, Wash

Dmitriy and Sense Financial are an excellent company to open your Solo 401K. After much research I have approached them and they have not dissapointed. Dimitry is very knowledgeable regarding every aspect of Solo 401K and is very prompt in responding to questions or guiding you to the right resource. I would definitely recommend him!.

I found Sense Financial Services LLC when was looking how to invest into real estate rental properties. Dmitriy Fomichenko was participating at Marshall Reddick Real Estate webinar and was sharing a straightforward guide how to do just that with a retirement account. I watched all videos about the self-directed 401K, called and setup a meeting with Dmitriy. It's a lot of information to digest, so I highly recommend read and watch all that info at their website sensefinancial.com as that saves your time and

Sense Financial is the real deal. They treated me great and help move my money from an old 401K to SD IRA. Just had to answer some questions, signs some paper works and they did the heavy lifting. Well worth the money for the hassle they handled in my opinion. Will always recommend them. Thank you to the team

I'm an attorney and real estate investor in Arkansas. Sense Financial assisted me in setting up my solo 401k. I highly recommend this company. The owner and his staff are very attentive and knowledgeable. I've been impressed with the service over the past two years. Highly recommend! Beau D.

When I first review the companies who can help me to create Solo 401K, it boiled down to two, one is local and the other one is Sense Financial. When I talked to Dmitriy, what I got was down to the earth answers and no marketing gimmick. To create a "none conventional" entity like Solo 401K, I'd rather go with conservative and someone who knows what he's doing. Since I started working with Sense Financial, I got periodically update, and reminders, and follow ups. I feel I put my legal matters onto some trus

I couldn't have had a better experience. Setting up a self-directed solo 401(k) isn't simple, but Dmitry and Minna were 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 Dmitry 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.

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.

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. Dmitriy and his team provided almost 24x7 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!

Dmitriy Fomichenko answers all my questions without extra charge and even helps my clients. Sense Financial Services, LLC is very efficient. Dmitriy understands what he is talking about and clearly explains the legal way to use the Solo 401k. I highly recommend Sense Financial Services, LLC.

I has a great experience working with the folks at Sense Financial. Everyone was willing to go the extra mile, and Dmitriy is extremely knowlegable and helpful. When I began this process, I had no idea what the product was, now I am sorry I wasted so much time before I found out about it. I would definitely recommend a solo 401K and Sense Financial to my friends and family. Thank you Dmitriy.

Dmitriy and his team at Sense Financial Services have been very helpful in administrating my self-directed retirement plan and guiding me throughout the process. They are always available to answer my questions. I can't recommend them enough.

I'm a pretty independent operator, running my own business, making my own investment decisions, and am the type who wants to run most things himself. As with any venture, the key to success is knowledge. I know my own financial goals, but to get where I want to be, I need to build a solid team of advisors. This is where Dmitriy from Sense Financial comes into focus. I have a great CPA (check out Keystone CPA) who has proved herself many times by offering tax planning advice to help my business. When I tol

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 v

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

Sense Financial staff are top notch. After my consultation with Dmitriy i had full confidence in their services. The communication was very efficient and timely with minna. The objectives were met without any significant effort on my part. Highly recommended.

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 Financia

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.

I was researching custodians for my IRA and I came upon Sense Financial. Dmitry Fomichenko answered all my questions and I'm really impressed with their service. I have since recommended their services my colleague. I'm especially impress that Dmitry is very accessible and generous with his time to answer any questions. I highly recommend Sense Financial Services for anyone looking to open a Solo 401K.

I was referred to Sense by a friend who has also used them to set up a self-directed IRA account. My experience was great. They "held my hand" through all of the set up and have been available for questions and advice since. I'm now in control of my IRA money and doing much better than I would have in a typical IRA account.

Sense Financial, in particular Dmitriy and Minna, could not have been more helpful in launching my self-directed IRA. Every step of the way was well-researched and they provided expert guidance when things went wrong, such as having alternatives on deck to a big retail bank that refused to open an account for my plan. Good people and excellent service.

I was somewhat nervous about opening my self-diected IRA. But, the folks at Sense Financial quickly put me at ease. First by explaining in detail the process before we began. Next, by providing answers and updates every step of the way. Also, the smooth transition between those steps instilled a great deal of confidence with them from me. Would highly recommend them to anyone thinking of investing.

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!

Sense Financial's customer service and support is world class! They set up my Solo 401k Trust perfectly and continue to respond promptly to all inquiries. I gladly give Sense Financial my highest recommendation!

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...

Dmitriy and Vanessa 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.

Sense Financial Services offers EXCELLENT customer service, and they're very quick to respond to any questions. The FAQ section on their website answers any question that you might have, even on investing in Bitcoin with your solo 401k! I've been very happy with their services.

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.

Much better *and* much easier than I expected. I had a few specific requirements for my desired plan that the competitors couldn't support but Sense Financial helped me set up exactly the plan I needed and made it clear they supposed all my desired features during a quick and efficient phone conversation. Once I decided to proceed, they asked me for some info and quickly prepared all the paperwork and filings; all I had to do was read and sign. All representatives I've interacted with were the perfect combi

I just retired and wanted to do more with my 401K. Sense Financial provided a lot of valuable information, assisted me with the paperwork, and got my Solo 401K plan setup in 3 to 4 days. The customer service and support is top notch. I will refer them to a few of my friends who are looking for something like this.

Minna did a great job guiding us through the process. We also ended up using your recommended bank (Solera) for our Solo 401k trust account as our usual bank does not handle trust accounts. Very easy setup and a great experience with Solera as well.

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.

Since opening my solo 401k accoun,t I feel better knowing that my funds are in my hands and not the stock market. I can now invest in things other than stocks, which I had no say in. I'm still fiquiring out what are the different ways to continue to grow my account. Sense Financial has guided me all the way, whenever I need them, all I have to do is send an email or make a call. They respond right away, I would recommend anyone to make this move. I sleep better at night knowing that my money is not just dw

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.

Dmitriy, Minna, and the whole team helped me to form a Solo 401K for my business. Incredibly knowledgeable, willing to listen and understand our goals, and great at communicating and guiding us through the process. Thank you Dmitriy & team!!

I found an article on Bigger Pockets by Sense Financial after a long online search trying to find a company who offers Solo 401k (self directed IRA) for business owners. I later watched the video's posted on YouTube and knew this was the right company to reach out to. I am happy with the level of professionalism and patience that Dmitriy and his team offered.

I was pleased with the service I received from Sense Financial Service in establishing my self-directed IRA. Dmitriy and Minna communicated with me very well every step of the way. I would recommend their services to anyone considering a SIDRA.

I found Sense financial Services to be responsive even at odd hours. Don't you guys ever sleep? It has been a great experience dealing with such customer service oriented professionals. Dimetri and Minna did a great job helping me through the process. Thank You, Sense Financial for mentoring me along the way.

Sense Financial staff have always been very responsive to any questions I've had and extremely informative. Unlike some firms I've worked with, they don't abandon you after winning your business, I get regular emails that are very informative and timely.

Sense Financial Services LLC is a very tight ship, Professional! The process is simple and easy! I literally have zero complaints. My Solo 401K Plan is up and running thanks to Dimtriy's group. Jesse Shepeard Shepeard & Associates LLC

Dmitriy and Minna were excellent in helping my wife an I setup our SDIRA accounts. All of the questions we had up front were clearly answered, they walked us through the set-up process and have even been very responsive with follow up questions. Highly recommended!

Dmitriy and Minna were helping me last year with setting up checkbook IRA, even after over a year they are prompt in answering my questions and helping/guiding me with any procedures. I would highly recommend Sense Financial LLC.

I'm really pleased with the service I've received from Sense Financial and all the work they put in to migrating my 401K and self directed IRA. They are very responsive and detail oriented and helped navigate all the various "gotcha's" along the way.

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.

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.

Sense Financial was very helpful for someone very inexperienced in the process of starting up a Checkbook IRA. They were very courteous and helpful with even the smallest questions, checked in on me as I got distracted to help me stay focused, and had clear, step-by-step instructions on their website. Thank you!

This company really knows what they are doing and are very responsive and have great follow through. Prior to moving over to Sense Financial, I was struggling to figure out how to properly convert from traditional to ROTH. Minna with Sense Financial made this so easy. I was blown away

Dmitriy was helpful in converting my rollover IRA into a self directed IRA. This provided me the opportunity to diversify my retirement portfolio into real estate. I would like to thank the Sense Financial team for allowing me this great option.

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.

If you are considering opening a Solo 401(k) plan, I would strongly recommend that you contact Sense Fnancial Services to help you with this effort. From my first contact with this organization, I found them to be knowledgeable, courteous, and extremely thorough. All of the required documents were delivered in a timely and accurate manner. Thanks for all of your help!

Sense Financial is an excellent company to associate with. I highly recommend Dmitriy and his staff, especially for those that want to take charge of their retirement and grow long term wealth.

Dmitriy really knows his stuff. After much research into different companies offering solo401Ks, I decided to go with them based on several recommendations and my own analysis of their educational content. You won't be disappointed!

Outstanding! Always professional and available for questions and follow up. I receive updated information concerning my Solo 401K account and legal requirements. This has been the answer to my search for "options" for my retirement account. I would recommend this company without hesitation. Well worth the startup investment.

Was a Breeze to set up my solo 401K with them. Now I'm doing Hard money loans out of my 401K and earning 26% Annualized returns. Meanwhile the stock market went down 30%. SO Thankful for Dimitri and his Expert Team!

Solo 401K 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.

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.

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!

Hands down some of the best customer service I have ever experienced. Dmitriy even helped me on a holiday as I had limited time to get my account setup. I have sent several friends and family their way. I highly recommend Dmitriy and his company.

Dmitriy explained everything about checkbook IRA, and answered all my questions. Minnah guided me through the process of setting it up. They were very responsive, polite, effective, and efficient. They provide exemplary level of service.