Lance L.
1/22/2015
I've been feeling unsettled about the stock market for years leaving my IRA in a money market account producing hardly anything because stocks seem to risky right now. What I like most about the...
Sense Financial Services
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155 N Riverview Dr
Anaheim, CA 92808
Sense Financial Services, based in Anaheim, CA, specializes in establishing self-directed retirement plans, including Solo 401k and IRAs, for clients across all 50 states. With a focus on personalized service and checkbook control, clients enjoy the freedom to invest in various non-traditional assets such as real estate and mortgage notes.
The company prides itself on providing a seamless process for retirement planning, ensuring compliance with IRS regulations while minimizing fees and delays associated with traditional custodians. Clients benefit from access to dedicated experts and a comprehensive client portal filled with educational resources to support their investment strategies.
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Reviews
5.033 reviewsStella S.
5/18/2024
*** Note, they don't make/sell loans - they set up solo 401k's*** I have been a customer of Sense Financial for 6 years, and it's been a phenomenal 6 years. I cannot say enough about the level...
William N.
11/9/2023
This is a typical Scammer organization that keeps harassing my small business about a low interest rate loan. I never inquired about anything from this company. They purchased my phone number from...
Jean C.
3/24/2020
They are a wonderful company with great resources. We've been with them for close to 2 years and the service has always been excellent. Whenever we have a question, they are quick to...
Korey C.
9/11/2019
What an amazing company to work with. My wife and I set up a solo 401(k) with them not knowing what to do or how to set this up. We were so pleased to have met Dmitry and following his...
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