To obtain a home loan, my lender asked me to take a distribution from my self-directed IRA (for underwriting purposes). After the loan funded, I called Sense Financial to ask if I could return the mo... See more
Company replied
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Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
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... See more
Company replied
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 pati... See more
Company replied
I'll be chatting more, as this transition to a new company has me thinking about what the heck was going on and how little I actually understand my position with a lack of a specific support person.... See more
Company replied
Company details
Written by the company
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.
Contact info
1968 S. Coast Hwy #4995, 92651, Laguna Beach, United States
- (949) 272-8785
- info@sensefinancial.com
- www.sensefinancial.com
4.8
Excellent
128 reviews
Asks customers to review
This company invites their customers to review, whether positive or negative
Replied to 100% of negative reviews
Typically takes over 1 month to reply
How this company uses Trustpilot
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I look forward to working with you all.
23 June 2026
Sense goes above and beyond to help…
Sense goes above and beyond to help their clients! Much appreciative...
16 June 2026
Reply from Sense Financial Services LLC
Joyce, thank you for the kind words!
Very knowledgeable and helpful.
Very knowledgeable and helpful.
Great customer service.
Made settings this up simple.
Thanks
28 May 2026
Reply from Sense Financial Services LLC
Rick, thank you for sharing your experience! We will continue to provide only our best.
Great Service
They are always available to answer my questions. They are very knowledgeable.
12 May 2026
Reply from Sense Financial Services LLC
Thank you Karl. We're here to help you the best we can!
Very quick response
Very quick response. When one person wasn’t positive on their answer they immediately went to another with more experience with that field
5 May 2026
Reply from Sense Financial Services LLC
Thank you Dan! Our team strives to provide the best support, and will continue to work together to give you the best experience.
Their level of customer service and…
Their level of customer service and prompt response time was truly impressive and greatly appreciated. This is becoming harder to come by in this day and age.
4 May 2026
Reply from Sense Financial Services LLC
We're so glad to hear that. Our team prides ourselves in our timely responses and quality customer service. We look forward to continue providing your our best!
Personal touch.
22 April 2026
Reply from Sense Financial Services LLC
Thank you Bill, we look froward to continue serving you!
Some advisers lost a lot for clients.
Some advisers lost a lot for clients.
At least one has Criminal complaint filed against him for fraudulent sales practices Losses over $4 million
5 August 2025
Unprompted review
Reply from Sense Financial Services LLC
Paul, we believe this review may have been posted in error, as our records do not show that you are or have ever been a client of Sense Financial, nor do we have any record of communication from you.
We would also like to clarify that Sense Financial is not a fiduciary and does not manage, custody, or handle client funds. Our role is limited to establishing and supporting self-directed retirement plans. Client funds are never sent to, held by, or processed through our company.
We take accuracy seriously and respectfully ask that you update or remove this review if it was intended for another company or based on incorrect information.
Dmitry always responds quickly which I…
Dmitry always responds quickly which I greatly appreciate.
24 March 2026
Reply from Sense Financial Services LLC
Delyse, it was a pleasure serving you since 2011!
Reply from Sense Financial Services LLC
Thanks for your feedback, Bill!
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 March 2026
Reply from Sense Financial Services LLC
Lyndon, thank you for sharing your feedback!
Prompt reply and a consistent…
Prompt reply and a consistent willingness to help and go the extra mile.
5 March 2026
Reply from Sense Financial Services LLC
Glad to be of service!
Top notch advise.
3 March 2026
Reply from Sense Financial Services LLC
William, we are happy to serve you!
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 March 2026
Reply from Sense Financial Services LLC
Don, thank you for sharing your feedback!
Very responsive and great attention to…
Very responsive and great attention to detail!
27 February 2026
Reply from Sense Financial Services LLC
Scott, thank you for sharing about your experience!
Reply from Sense Financial Services LLC
Tom, we appreciate your feedback!
I appreciated the prompt response to my…
I appreciated the prompt response to my questions, and the expertise you provided resolved the issue.
10 February 2026
Reply from Sense Financial Services LLC
Greg, we are happy to help!
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 January 2026
Reply from Sense Financial Services LLC
James, thank you so much for sharing your feedback!
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 January 2026
Reply from Sense Financial Services LLC
Ant, we appreciate you taking the time to share about your experience!
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 January 2026
Reply from 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.
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