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Sense Financial Services LLC
Financial Consultant
Today Closed
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155 N Riverview Dr #100 Anaheim, CA 92808
155 North Riverview Drive #100USCaliforniaAnaheim92808
(949) 228-9394sensefinancial.com
Financial ConsultantToday Closed
Sunday ClosedMonday 8AM–6PMTuesday 8AM–6PMWednesday 8AM–6PMThursday 8AM–6PMFriday 8AM–6PMSaturday Closed
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4.9
48 reviews
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"I have no complaints about the service I received for the money paid."
"I'd recommend this company if you choose to set up one."
"Dmitriy and his staff quickly overcame that concern for me as well."
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Ian Reeves's profile photo
Ian Reeves
in the last week
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 customer service to the next level, and I would highly recommend them.
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Bev W's profile photo
Bev W
a month ago
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.
Ed Register's profile photo
Ed Register
a month ago
Dmitriy and his entire team have been nothing but helpful and quick with their responses. They walked me through the process every step of the way. I'm glad I have taken control of my money instead of leaving in the hands of others to invest for me!
Bruce Lambrecht's profile photo
Bruce Lambrecht
9 months ago
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, Washington Trust Bank, to set up my Solo 401k account even though they had never heard of one before. I handed them the sheet that Sense Financial has to give to your bank. They read it and said "ok, looks fine" and it was a done deal.
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Response from the owner - 9 months ago
Bruce, thank you for sharing your testimonial, we are glad to be able to serve you!
Carl Jensen's profile photo
Carl Jensen
a week ago
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.
Gabriel Thierry's profile photo
Gabriel Thierry
5 months ago
Dmitriy and Minnah have made the process so painlessly easy!!! There were there from the beginning, when I had tons of questions and concerns!!! There are still there when I ask them something simple. What else could you expect! Their experience is unmatched and thanks to the tools on their website, I feel like a pro! of course, I will still ask them, because all those regulations can be pretty complex. In a nutshell, I would definitely recommend them to any future LLC prospective investors! Gabriel, LLC Manager
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Nicholas lahr's profile photo
Nicholas lahr
5 months ago
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.
mehul pajwani's profile photo
mehul pajwani
4 months ago
After doing lots of research and reading lots of reviews, I decided to work with Dmitriy and it proved to be the right decision. Dmitriy and his team were super helpful and professional throughout the process and answered my each and every question, whether simple of complex. I appreciate their work ethics and professionalism. Won't go anywhere else....

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Can I buy a retirement property with my Solo 401k? Find out here:
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More financial wisdom from the Bible: http://buff.ly/2hkEh79
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Merry Christmas from the Sense Financial Team!
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An amazing discussion on the Mind-Blowing power of a Solo 401k with Clayton Morris ! Listen here
There are many ways to creatively finance real estate properties, and today on the podcast, we’re highlighting the incredible benefits of a solo 401k. This is an amazing investment type that you can utilize in order to maximize your benefits. If you’re looking to get the most bang for your buck out of your investment tools, this episode is for you! On this episode of Investing in Real Estate, I’m sitting down with Dmitriy Fomichenko...
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Only less than a month left to set up a Solo #401k plan for 2016. Take advantage of our #specialoffer today! http://buff.ly/2gXUGNX
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Leverage your 401k real estate purchase without tax or penalty. Here is how: http://buff.ly/2e8cjsQ
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Looking for a trusted provider to set up a self directed IRA or Solo 401k plan? Check out what our clients are saying about our service:
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For more financial wisdom from the Bible visit: http://buff.ly/2hpw9hC
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What real estate investors are saying about the Self Directed IRA plan offered by Sense Financial:
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Check out our latest newsletter for a special offer on Solo 401k setup service, year-end tax tips, and more:
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Being self-employed doesn't mean you have to sacrifice your retirement savings. Build your nest with a Solo #401k:
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Important tax strategies that you need to implement before the end of 2016:
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