United States, 155 N Riverview Dr, Ste 100, Anaheim Hills, 92808
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Sense Financial Services LLC ist 1 von 0 der besten Unternehmen in Investeren auf RealReviews.io
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Sense Financial Services LLC hat eine 5 - Sternebewertung von 5 Bewertungen, mit dem Hinweis auf eine hohes Niveau der Kundenzufriedenheit!
5 Sterne
5 Bewertungen
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Amy P
1 Bewertungen
This company has supported me throughout the entire process
This company has supported me throughout the entire process of changing my IRA to a Self-directed solo 401K plan. Their website explains all the steps clearly. If you have any questions or if something is unclear, they will either answer your call, reply quickly, or respond via email. I can't say enogh good things about them!
Christopher
1 Bewertungen
Handling IRS forms and regulatory stuff
Handling IRS forms and regulatory stuff can be tough and stressful. Dmitriy always replies to questions. Minna also went out of her way, spotted errors, and was very patient in helping fix things. It’s easy to reach a live person on the phone, and it's great that they’re smart and helpful!
0 kommentare
Der Kommentar muss mindestens 10 Zeichen lang sein.
Michael
1 Bewertungen
United States
The team is really friendly and easy to talk to.
The team is really friendly and easy to talk to. You can always ask questions if needed. They seem to do well with staying in line with rules. There were a few mistakes in the original, but they fixed them right away with no issues.
0 kommentare
Der Kommentar muss mindestens 10 Zeichen lang sein.
Joe M.
1 Bewertungen
Sense Financial Services opened up a path for me to manage
Sense Financial Services opened up a path for me to manage my 401K investments. I've never been keen on the market, but now I can invest in real estate, loans, and other options beyond funds handled by faceless managers.
0 kommentare
Der Kommentar muss mindestens 10 Zeichen lang sein.
Rita
1 Bewertungen
The crew at Sense Financial, guided by Dmitriy
The crew at Sense Financial, guided by Dmitriy, genuinely looks out for their clients. I value how simple it is to schedule an appointment to address my inquiries. I am thankful for the wise and helpful guidance I got.
0 kommentare
Der Kommentar muss mindestens 10 Zeichen lang sein.
Better Business Bureau
Yelp
Sense Financial Services LLC is a boutique US financial firm specializing in self-directed retirement accounts with checkbook control. The company focuses on Solo 401k and Checkbook IRA plans for self-employed individuals, small business owners, and real estate investors. Its services include plan establishment, rollover support, ongoing IRS compliance, and an online client portal. Clients can use their retirement funds to invest in real estate, notes, private businesses, and other alternative assets while maintaining tax advantages. Sense Financial emphasizes personalized service, nationwide coverage, transparent pricing, and education on self-directed investing.
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Beantworten von Amy P
Der Kommentar muss mindestens 10 Zeichen lang sein.