Jim M.
Posted
Quick responses
Online inquiry was answered quickly and accurate. Didn't have to wait days for an answer. They always reply quickly.
Response from Sense Financial Services LLC· Feb 19, 2026
Jim, we are glad to be able to assist you!

Excellent
129 reviews
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.
Sense Financial Services LLC (sensefinancial.com) has 129 customer reviews on Consumer Courier, with an average rating of 4.9 out of 5.
Showing 125 reviews with 5 stars · Clear filters
Jim M.
Posted
Online inquiry was answered quickly and accurate. Didn't have to wait days for an answer. They always reply quickly.
Response from Sense Financial Services LLC· Feb 19, 2026
Jim, we are glad to be able to assist you!
Heidi C.
Posted
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. Now I have someone I can talk to. thnka goodness
Response from Sense Financial Services LLC· Feb 19, 2026
Heidi, thank you for sharing your feedback
Shannon B.
Posted
I appreciate the ongoing education and responsiveness of Sense Financial. Their team is so helpful any time I need it.
Response from Sense Financial Services LLC· Feb 19, 2026
Shannon, thanks for sharing your feedback!
EIG L.
Posted
The staff is great, fast service and knowledgeable.
Response from Sense Financial Services LLC· Feb 19, 2026
Thank you Ernie!
Maurice T.
Posted
Great experience with Natalie, she helped me get onboarded quickly with professionalism and patience. A+ Experience!
Response from Sense Financial Services LLC· Feb 19, 2026
Thanks Maurice!
David M.
Posted
Great onboarding experience.
Response from Sense Financial Services LLC· Feb 19, 2026
David, welcome onboard!
Alex Z.
Posted
Dmitriy and Minna are excellent and understand the ins and outs of Solo 401k.
Response from Sense Financial Services LLC· Feb 19, 2026
Alex, it is a privilege to serve you!
Muhammad F.
Posted
Good company good customer service
Response from Sense Financial Services LLC· Feb 26, 2026
Thanks Muhammad!