Sense Financial Services LLC Avis 122

TrustScore 5 sur 5

4,8

Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus

Pour protéger l’intégrité de la plateforme, chaque avis, qu’il soit vérifié ou non, est analysé par notre logiciel automatisé 24 h/24 et 7 j/7. Il identifie et retire tout contenu qui enfreint nos conditions d'utilisation, y compris les avis qui ne se basent pas sur des expériences authentiques. Nous sommes conscients que nous ne pouvons pas tout détecter, et vous pouvez nous signaler tout élément qui aurait pu nous échapper. En savoir plus

Lisez les avis des autres

Noté 5 sur 5 étoiles

I have been with them for a long time now and I always recommend them with my colleagues and friends coz they are good people and very helpful. I always get prompt response whenever I have qu... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

Impressively prompt responses and service with every single person I’ve interacted with. Brett Minna Shella All outstanding! (Hope I spelled their names correctly)

L'entreprise a répondu

Noté 5 sur 5 étoiles

Sense Financial Services showed me a way to take control of my 401K investments. Never having been a fan of the market, I am excited about now being able to invest in real estate, loans, and many ot... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

Sense Financial is a top-notch firm. The customer service was extraordinary. Talking to Brett Synicky was like talking to a friend. He answered all of our questions in detail. He even followed up... Voir plus

L'entreprise a répondu

À propos de l'entreprise

  1. Conseiller financier

Écrit par l'entreprise

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.


Coordonnées de contact

4,8

Excellent

TrustScore 5 sur 5

122 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

N'a pas répondu aux avis négatifs

Comment cette entreprise utilise Trustpilot

Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.

Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

Knowledgeable

Knowledgeable, professional, polite

5 mars 2026
Logo de Sense Financial Services LLC

Réponse : Sense Financial Services LLC

Thanks for your feedback, Bill!

Noté 5 sur 5 étoiles

Solo 401K

I have been with them for a long time now and I always recommend them with my colleagues and friends coz they are good people and very helpful.
I always get prompt response whenever I have questions in my mind.
Thanks guys. I always appreciate your help.

4 mars 2026
Logo de Sense Financial Services LLC

Réponse : Sense Financial Services LLC

Lyndon, thank you for sharing your feedback!

Noté 5 sur 5 étoiles

Impressively prompt responses and…

Impressively prompt responses and service with every single person I’ve interacted with.
Brett
Minna
Shella
All outstanding! (Hope I spelled their names correctly)

2 mars 2026
Logo de Sense Financial Services LLC

Réponse : Sense Financial Services LLC

Don, thank you for sharing your feedback!

Noté 5 sur 5 étoiles

Working with Ms Nah

Working with Ms. Nah has always been an excellent experience. Always available when I reach out for advice/direction and/or clarity on any question. Extremely friendly and professional. Has been a great resource for me.

13 janvier 2026
Logo de Sense Financial Services LLC

Réponse : Sense Financial Services LLC

James, thank you so much for sharing your feedback!

Noté 5 sur 5 étoiles

Excellent responsiveness and service

Excellent responsiveness and service. They also have a wealth of educational videos and helpful home page for their customers. Although I just onboarded with them, it has thus far been a very good experience.

15 janvier 2026
Logo de Sense Financial Services LLC

Réponse : Sense Financial Services LLC

Ant, we appreciate you taking the time to share about your experience!

Noté 4 sur 5 étoiles

All good but I’m disappointed that…

All good but I’m disappointed that Sense no longer handles my 1099-R generation and submission to IRS.

9 janvier 2026
Logo de Sense Financial Services LLC

Réponse : Sense Financial Services LLC

Scott, thank you for taking the time to share your feedback. Our software removed this feature, but we are working on finding a replacement.

Noté 5 sur 5 étoiles

Very friendly

Very friendly, helpful and knowledgeable

24 décembre 2025
Logo de Sense Financial Services LLC

Réponse : Sense Financial Services LLC

John, thank you for sharing your feedback!

Noté 5 sur 5 étoiles

Sense Financial is a top-notch firm

Sense Financial is a top-notch firm. The customer service was extraordinary. Talking to Brett Synicky was like talking to a friend. He answered all of our questions in detail. He even followed up until we had no concerns.

I would say that we are completely satisfied with Sense Financial.

22 décembre 2025
Logo de Sense Financial Services LLC

Réponse : Sense Financial Services LLC

Khalid, thank you for sharing your feedback. Brett and our entire team are here to serve you!

Noté 5 sur 5 étoiles

Timely response

Timely response

23 décembre 2025
Logo de Sense Financial Services LLC

Réponse : Sense Financial Services LLC

Danny, we appreciate you taking the time to share about your experience.

Noté 5 sur 5 étoiles

Dmitriy

Dmitriy, did a great job explaining, what I needed to do regarding the annual self directed IRA valuation and RMD.

9 décembre 2025
Logo de Sense Financial Services LLC

Réponse : Sense Financial Services LLC

Dave, glad we were able to assist you. We always strive to provide our clients with the best service possible.

Noté 5 sur 5 étoiles

One Great Company

First they educated me on the benefits and advantages of having a solo 401k. I work hard for my money so I dont invest without alot of due diligence and a hundred questions. To their credit, they patiently answered every one of them. One my concerns was signing up and being left on my own to figure everything out. However, Sense Financial has been so good to quickly respond to every message, email and call even after the sale. They partner with you for the long term! I'm so glad that I partnered with Sense Financial. I don't think you will find a better company anywhere.

5 décembre 2025
Logo de Sense Financial Services LLC

Réponse : Sense Financial Services LLC

Stephen, what you described is how we strive to treat every one of our clients. Glad you had a great experience, and please don't hesitate to contact us if we can assist you with any other questions.

Noté 5 sur 5 étoiles

Dimitriy is very prompt in responding…

Dimitriy is very prompt in responding to any questions and he has good knowledge. He answers all your questions patiently.

9 décembre 2025
Logo de Sense Financial Services LLC

Réponse : Sense Financial Services LLC

Danny, thank you for taking the time to share your feedback! Glad I was able to assist you.

Noté 5 sur 5 étoiles

Sense Financial is Top Notch

Dmitriy and his team are wonderful to work with. They are always accessible provide great customer service. I wish that all of the companies that I deal with were as professional and straightforward as Sense Financial is.

26 novembre 2025
Logo de Sense Financial Services LLC

Réponse : Sense Financial Services LLC

Kevin, we appreciate your feedback; it is great encouragement for our team!

L’expérience Trustpilot

Tout le monde peut écrire un avis Trustpilot. Les auteurs d'avis peuvent les modifier ou les supprimer à tout moment et les avis sont affichés tant que les comptes utilisateurs respectifs sont actifs.

Les entreprises peuvent utiliser nos invitations automatiques pour collecter des avis. Ils sont accompagnés du statut « Vérifié » pour indiquer qu'il s'agit d'expériences authentiques.

En savoir plus sur les différents types d'avis.

Nous avons des personnes dédiées et des technologies intelligentes pour nous aider à protéger notre plateforme. Découvrez comment nous combattons les faux avis.

En savoir plus sur le parcours des avis sur Trustpilot.

Voici 8 conseils pour écrire des avis de qualité.

La vérification permet de s'assurer que des personnes réelles écrivent les avis que vous lisez sur Trustpilot.

Offrir des incitatifs en échange d'avis ou demander des avis de manière sélective peut fausser le TrustScore, ce qui va à l'encontre de nos conditions d'utilisation.

En savoir plus