Business Page
Sense Financial Services LLC
Tax & Financial Services
4.9 stars
166 Reviews
Markets served
Nationwide
Licenses, Designations or Certificates
Certified IRA Services Professional (CISP) California Real Estate Broker
About us
*** SELF-DIRECTED IRA and SOLO 401K INQUIRIES ONLY *** *** WE DO NOT OFFER FINANCIAL PLANNING SERVICES *** We are a boutique financial firm specializing in self-directed retirement accounts with checkbook control. SOLO 401K and CHECKBOOK IRA are viable solutions that allow investment into virtually any asset, including real estate, provide “checkbook control” over a client’s retirement account, and minimize or eliminate custodian fees. We service over one thousand BP members, and with hundreds of 5-star reviews, our team is ready to provide superior service and exceed your expectations.
Specialties
Financial Planning
Self-directed IRA
Reviews (166)
4.9 stars
166 Reviews
4.9 stars
126 Reviews
5.0 stars
40 Reviews
5.0 stars
3 months ago
Reviewed by
Amanda K
I had no idea what I was getting into when my friend recommended Sense Financial. I still have a lot to learn, and I make a lot of phone calls. Every time I reach out I get nothing but patience and more patience from Minna and Dmitriy. They are always very willing to answer all my questions. They truly are exceptional people.
5.0 stars
4 months ago
Reviewed by
Myra -
I did a lot of research before making the decision to use Sense Financial. I was seeking a custodian that was experienced, knowledgable, and quick to respond to needs and requests. Sense Financial did not disappoint!
I have been very happy with their customer service and I believe that they provide the best value of the multiple custodians I researched. The team at Sense Financial has always been helpful and quick to respond to needs or questions. They always seem more than happy to help and they make me feel valued as a client.
5.0 stars
6 months ago
Reviewed by
Jesse Dienner (Jesse C. Dienner)
I’ve been privileged to be in amazing partnership with Dmitriy, Minna, and all of Sense Financial for several years now, and I have to say that their skills and styles are second to none! Responsive, reliable, knowledgeable, and kind! Top marks! Infinite stars! Thank you so much for helping me in such multifaceted ways!
5.0 stars
7 months ago
Reviewed by
vaughn Bien
What a great company to work with. Dmitriy is extremely knowledgeable and made the whole process of opening a solo401k a piece of cake. Very responsive and their online resources make everything crystal clear and easy to manage.
5.0 stars
8 months ago
Reviewed by
Nancy Oyer
I love Sense Financial. I’ve been a client since 2019 and can absolutely and highly recommend Dmitriy and his team. I can’t imagine setting up a Solo 401K without them. Dmitriy and Minna and everyone I’ve worked with at Sense Financial is so knowledgeable, efficient, and kind. They respond quickly to every request. I love the diversity of investing in what I want, versus the being limited to the options I’ve encountered in many corporate retirement plans I’ve had previously. Even in the best of the best corporate plans out there, nothing compares to being able to invest in exactly what you want. For me that includes bonds that are not in the usual corporate portfolio, and multiple options for real estate. Don’t hesitate. Reach out to them today!
5.0 stars
8 months ago
Reviewed by
John Van Grouw
I have had my Solo401k account with Sense Financial Services since 2021, and have real estate and precious metals assets in the Trust. Dmitriy and his team are extremely knowledgeable, courteous and prompt to help their expertise. Most recently, Dmitriy called and personally helped me with a tax issue that I had never experienced before.
5.0 stars
9 months ago
Reviewed by
Chris Weiler
Dmitriy Fomichenko at Sense Financial is local to me. I have been to a number of his seminars (which I found useful) and he has answered a number of my questions. He has a good reputation and I know people who have been very happy with his services.
5.0 stars
9 months ago
Reviewed by
Gary Ennis
Dmitriy and his team at Sense Financial are knowledgeable, responsive and a pleasure to deal with. They made the process of setting up and administering my self-directed solo 401K easy and straightforward. I very much appreciate the freedom and control over my investments that I now have.
5.0 stars
9 months ago
Reviewed by
Brett Synicky
Working with Dmitriy was a great experience. I had the opportunity to present my experience in REI at a meeting designed to encourage youth involvement in REI.
More recently I had the opportunity to attend a meeting Dmitriy's company Sense Financial was hosting with a guest speaking about long term wealth and how to pass it to your heirs for generations. It was very thoughtful and really got me thinking about my future and my family's.
As for opening a self directed IRA or Solo 401k, there's nobody I'd trust more to handle mine.
5.0 stars
9 months ago
Reviewed by
Marco Santarelli
Very knowledgeable and helpful answering client's questions.
5.0 stars
9 months ago
Reviewed by
Tyler H.
I Enjoy working with Dmitriy and highly recommend his Solo 401k services.
5.0 stars
9 months ago
Reviewed by
JOSE LIRA
Dmitriy (and www.sensefinancial.com ) have been great at helping me setup my solo401k and providing banking support contacts for moving some of my IRA monies into my solo401k with checkbook control to fund different investments. I totally recommend him and www.sensefinancial.com for setting up solo401k's.
At this point I'm looking at buying a couple of SFH to generate retirement income. I'm looking to having him guide me in the right direction. I'm new to this website but so far it looks like treasure box of good information.
Thanks Dmitriy for all the help and for showing me BiggerPockets.
Jose
5.0 stars
9 months ago
Reviewed by
Joe Homs
Excellent! He is a very honest and knowledgeable person who was easy to deal with. I would recommend him to ALL!
5.0 stars
9 months ago
Reviewed by
Adam Roberts
Dmitriy helped me set up my solo 401K and explained several questions I had. I would highly recommend working with Dmitriy and his company, Sense Financial.
5.0 stars
9 months ago
Reviewed by
Don Stocks
Working with Dmitriy, Minna and the Sense Financial team has been a great experience. They are extremely responsive, professional and eager to assist. They answered all my questions and made setting up my company's Solo 401k a simple and painless process. I can't recommend them highly enough!
Don Stocks
Nexus Equity, LLC
5.0 stars
9 months ago
Reviewed by
Kevin Auyong
I have used Sense Financial for 2 account setups. I have to say that while not cheap, certainly worthwhile. They made it easy and basically held my hand the whole way. I can see lots of areas where I would have become stuck or made a critical error in setting up and maintaining my Self Directed IRA's.
I really like the ongoing support I get and their patience with me.
I was originally going to go with someone else that was a bit cheaper, but I saw a few comments here on BP that gave me second thoughts about them. Dmitry was an active member here on BP and seemed really knowledgeable. In the end I went with him and am happy that I did. I would highly recommend him to anyone else. Saving a few bucks on something this important just isn't worth it.
5.0 stars
9 months ago
Reviewed by
Dameron Shore
Dmitriy has demonstrated thorough knowledge of the Solo 401k product. He has been available and provided quick responses to any inquiries. His team (Minna specifically as it applies to me) has been the backbone of the service on my account and has performed superbly with great speed, service, and diligence! The Solo 401k product has met my needs from it so far. This team will aptly provide the service of your Solo 401k setup and be there to offer advice and help in getting your accounts setup and running!
5.0 stars
9 months ago
Reviewed by
Steven W.
I have been very impressed by the professionalism of everyone at Sense Financial. They make sure that you are submitting the correct paperwork every step of the way.
Every time that I had a question or wasn't sure of how to complete my application, I received very prompt and excellent support.
I can't more highly recommend them for anyone looking to open a Solo 401k Trust.
5.0 stars
9 months ago
Reviewed by
Haim Mamane Palman
Dmitriy and his team helped me open Solo 401k plan. The process was easy and Dmitriy and his team answered any question that I had and made a very easy and positive experience.
I highly recommend Dmitriy and his services to anyone who is interested to open Solo 401k
5.0 stars
9 months ago
Reviewed by
John Colaizzi
Dmitriy walked me painlessly through the process of creating a Solo 401k in Utah, using a local branch of a national bank. I would recommend him to anyone interested in creating this type of account.
5.0 stars
9 months ago
Reviewed by
Brian White
Sense Financial has done a terrific job educating me about the benefits of setting up a Self-Directed Retirement fund. The Sense team, and Dmitriy in particular, has gone out of his way to deliver exceptional service, before during and after setup. I'm very pleased with my decision and would highly recommend Dmitriy's team.
5.0 stars
9 months ago
Reviewed by
Chance Delome
Establishing my Solo 401k was incredibly easy with the assistance of Dmitriy and his team at Sense Financial.
I had a few questions (and so did my previous trustee). I had no problems getting the questions answered from both the team as well as from Dmitriy personally.
5.0 stars
9 months ago
Reviewed by
Tony Sehgal
I started a Solo 401K plan with Dmitriy's Sense Financial in 2015. It has been a great experience since then and the Solo 401k plan have been a wonderful tool . His site has wealth of resources to answer all your questions. Dmitriy himself is very responsive and will answer your questions in a short time frame. I highly recommend him for your Solo 401k plan needs.
5.0 stars
9 months ago
Reviewed by
Sandra Hallman
I recently became a client of Sense Financial, Dmitriy's company. He has been extremely helpful to me in setting up a solo 401k with my business as the administrator. I had previously set up a solo 401k with another company that did not have my best interest in mind, and Dmitriy was empathic to my situation and very generous in helping me make the switch. He and his employees are progressional, kind, responsive, and great at providing clients with accurate and detailed information about retirement accounts.
5.0 stars
9 months ago
Reviewed by
Neil Hoffman
The folks at Sense Financial are awesome. They helped me setup a Self Directed Solo 401K and an associated LLC. Without their help and guidance I would never have been able to create my real estate investing business structure. Their customer service is superior. Dmitriy and Minna are the best!!!!!
5.0 stars
9 months ago
Reviewed by
Dustin DuFault
Dmitriy and his team are professionals in their field. As a former stockbroker, I can assure you a thorough understanding of self directed accounts - the area in which Sense Financial operates - is a rarity among financial professionals.
Their expertise in setting up self-directed accounts is extremely helpful and not something you will likely get from your current broker.
I definitely recommend working with them!
5.0 stars
9 months ago
Reviewed by
MARLON DEPAZ
I am extremely satisfied with Sense Financial. It is tough to find a reliable source to do a self directed IRA, I have read about them and heard about them in Real Estate Investing but did not know where to begin. I read all the comments on Bigger Pockets and found their responses well explained. The process was quicker and easier than expected. I talked to Dmitriy and he walked me through the steps. I am now using my account that they helped me set up often. All I have to say is Thank You. I will definitely recommend your services to my friends and family.
5.0 stars
9 months ago
Reviewed by
Mindy Jensen
Dmitriy and his staff were consummate professionals. I rolled my Solo 401 (k) into a Self Directed Solo 401 (k), and encountered some issues with the former holder of the funds. Dmitriy stepped into the conversation with the other facility and handled it smoothly and confidently. He connected me with a bank that offered the specific account I needed when I couldn't find one on my own, and most importantly, did everything he said he would, on time.
5.0 stars
9 months ago
Reviewed by
Lawrence Pascua
Dmitriy helped me setup my Self-directed IRA with checkbook control! He's a subject matter expert on SDIRA. He promptly answered all my questions and discused pros and cons of available options. Reliable, trustworthy and pleasant to do business with. I highly recommend Dmitriy and Sense Financials!
5.0 stars
9 months ago
Reviewed by
David Alevy
I have worked with Sense Financial for over a year now. I chose them after reading many BiggerPockets blog posts indicating that they were one of a handful of good companies with whom to work. They definitely did not disappoint! I scheduled a meeting with Dimitri and he walked me through the idea and what I could and could not do. After my account was set up, the Sense Financial team was always just a phone call or email away. While at first I felt that I was constantly asking questions, they quickly came back and would point me to a FAQ or post where my question was answered. While my concerns have definitely been put to ease and I no longer rely on them for many other questions, I know that they are available whenever I need them.
5.0 stars
9 months ago
Reviewed by
Corey Muldrow
Dmitriy and his team were great to work with. His staff will hold your hand with setting everything up and his educational material is easy to follow and thorough. I highly recommend SenseFinancial for your investing and Solo 401k needs.
5.0 stars
9 months ago
Reviewed by
Sharon Mihalyak
I was impressed with the information Dmitrity shares on Bigger Pockets and the reviews of his clients.
He helped me set up my Solo 401K. I had some questions and he responded right away.
The Sense Financial website has a lot of information and their customer service is top notch.
I highly recommend working with him.
5.0 stars
9 months ago
Reviewed by
Mark Butala
Dmitriy and the Sense Financial staff were exceptional to work with. Minna, my Senior Account Manager, went above and beyond in assuring a wonderful experience. I am grateful for her knowledge, attention to detail and attentiveness throughout the setup and funding processes.
5.0 stars
9 months ago
Reviewed by
Alina Trigub
When I landed on Dmitriy's BP home page and was about to leave a reference, I was astonished to see a significant number of recommendations already written by others. That is not surprising at all. Dmitriy and his team at Sense Financial strive to provide top notch services and make it a point to make their services as close to perfect as possible. I could not wish for better knowledge base and customer care than Sense Financial! Highly recommend Dmitriy & his team to anyone thinking of opening solo 401K or checkbook IRA accounts!
5.0 stars
9 months ago
Reviewed by
Tom Killingsworth
I highly recommend hiring Dmitriy and Sense Financial for your Solo 401k or any other services. The service was outstanding.
Also, setting up my solo 401k was the best financial decision I've made this year.
5.0 stars
9 months ago
Reviewed by
Michael Atias
Dmitriy is a true professional. We have had a strategic partnership over the last 3 years with Sense Financial and it has been an amazing experience. I strongly recommend working with Dmitriy Fomichenko, you will not be disaapointed.
5.0 stars
9 months ago
Reviewed by
Philip Humphrey
Dmitriy and his staff, especially Minna, have been great to deal with. They quickly set up my solo 401k and have been very accessible with fast, concise answers to my questions. They are very knowledgeable and I highly recommend them!
5.0 stars
9 months ago
Reviewed by
Paul Shrabstein
Both Dmitriy and Minna from Sense Financial were extremely helpful and guided me through the establishing of Self-Directed IRA plan with utmost care and professionalism. I pursued a very aggressive timeline and never once waited longer than a couple of minutes to get any question addressed in phone, text and email ! I highly recommend them for all your SDIRA and Solo 401(k) needs.
5.0 stars
9 months ago
Reviewed by
January Johnson
I was so impressed with Dmitriy's helpfulness in the BP forums and the way he offered assistance without "selling" himself or his services, and THAT is what sold me on him!
I chose him and his company to help me set up my Solo 401K, and it has been a great financial benefit to me ever since.
Dmitriy is accessible, knowledgeable, and a great professional resource. I highly recommend him and his company.
5.0 stars
9 months ago
Reviewed by
Simmie Douglas
My experience with Sense financial was very pleasant as they helped me set up my self directed IRA. Dmitriy and Minna did a good job of helping me understand the steps of the process. I would gladly recommend Sense financial to anyone looking to start a self directed IRA.
5.0 stars
9 months ago
Reviewed by
Jon Schoeller
I just finished signing up for my Solo 401k account with Sense Financial. The service was incredible. As a business owner myself, I wish more people would leave positive reviews just as quickly as they would leave a negative review. This one is well deserved.
Dmitriy talked me through opening the account on Christmas Day. He didn't have to and I didn't ask him to. He was happy to. He has basically held my hand throughout the entire process in order to get this account set up in time. As many of you know, a Solo 401k must be set up and contributed to before the end of the year. We didn't have much time to work with, especially with the holidays. But we did it. My account is now open with Solera Bank and my account is funded.
I don't know if they have the best pricing but good luck finding better customer service.
Thank you, Dmitriy and Sense Financial.
5.0 stars
9 months ago
Reviewed by
Jean Chong
Dmitriy and his team are top notch. 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 respond. We're happy that we were able to make our own decisions regarding our 401k.
5.0 stars
9 months ago
Reviewed by
David M Venkat
I opened my Solo 401K with Sense Financial after researching and talking to a lot of other providers. Sense Financial did a great job opening my Solo 401k quickly and also gave me some contacts at a local bank in Houston, TX that understand this type of accounts and are able to open a Solo 401K bank account with checkbook control.
They are very knowledgeable, have an excellent portal that has a wealth of information and are easy to get hold off over the phone. They also sent timely reminders regarding tax filings.
Very highly recommended!
5.0 stars
9 months ago
Reviewed by
Christa S Rickard
I did a bunch of research on this topic as I had never heard of a solo 401K until I came to BP. I ended up choosing Sense Financial. Dmitriy is on the forum quite frequently. He explained how the process works, his team sent me all the documents that I needed to fill out, and he recommended a bank that will handle the bank account part. The Sense Financial team has been wonderful throughout the entire process and I highly recommend them.
5.0 stars
9 months ago
Reviewed by
Waleska Martinez
I have to admit, I was hesitant, skeptical, nervous, anxious, and any other negative feelings when considering a Solo 401k. But, just thinking back at the market made my stomach turn even more, I felt I had no control over my own money. The folks over at Sense Financial, wow, they really eased my mind and helped me take control. Their personal touch made me feel as they were in it with me. I met with President, Dmitriy Fomichenko, where he took the time to go over options and how they can help guide me through the process. It didn't stop there. I was assigned my own Account Manager, Minna Nah. She's an email and a phone call away and incredible! The personal service offered by this company is above and beyond and I'm already seeing the benefits. THANK YOU Dmitriy, Minna and the Sense Financial family!!
5.0 stars
9 months ago
Reviewed by
Grace B.
Dmitriy and his company Sense financial provided excellent advice and services to me. I have a Roth self-direct IRA account and I was in the process of researching a new self-direct IRA. Dmitriy provided valuable advice on the transfer, and advantages of 401 solo IRA program. I really appreciate his knowledge. In addition, Maria is excellent in following up.
5.0 stars
11 months ago
Reviewed by
alena azusa
Sense financial helped me to set up my 401k, they are the best!
I can call them any time of the day and they do give a knowledgable answer (I don’t have to go through different department and be on hold for hours). Dmitry and Minnah always give the answer right away and it’s the correct answer because they truly know what they are talking about!
For busy professionals, like a lot of us here, Sense Financial is the way to go!
5.0 stars
6 years ago
Reviewed by
Josh McGuire
Minna Nah at Sense Financial helped me put together a Solo 401k extremely quickly at the end of 2017 so that I could invest in a private equity fund that was closing very soon. Not only did they appreciate the urgent timing, they did a great job answering all my questions. They provide great service during the setup and excellent on-going support (including an extensive knowledge database full of Q&A). On top of that, the price is great. Well worth it. I don't give out recommendations lightly, especially for financial products, but my experience with Sense Financial has been excellent.
5.0 stars
9 months ago
Reviewed by
Chris Weiler
Dmitriy Fomichenko at Sense Financial is local to me. I have been to a number of his seminars (which I found useful) and he has answered a number of my questions. He has a good reputation and I know people who have been very happy with his services.
5.0 stars
9 months ago
Reviewed by
Gary Ennis
Dmitriy and his team at Sense Financial are knowledgeable, responsive and a pleasure to deal with. They made the process of setting up and administering my self-directed solo 401K easy and straightforward. I very much appreciate the freedom and control over my investments that I now have.
5.0 stars
9 months ago
Reviewed by
Brett Synicky
Working with Dmitriy was a great experience. I had the opportunity to present my experience in REI at a meeting designed to encourage youth involvement in REI.
More recently I had the opportunity to attend a meeting Dmitriy's company Sense Financial was hosting with a guest speaking about long term wealth and how to pass it to your heirs for generations. It was very thoughtful and really got me thinking about my future and my family's.
As for opening a self directed IRA or Solo 401k, there's nobody I'd trust more to handle mine.
5.0 stars
9 months ago
Reviewed by
Marco Santarelli
Very knowledgeable and helpful answering client's questions.
5.0 stars
9 months ago
Reviewed by
Tyler H.
I Enjoy working with Dmitriy and highly recommend his Solo 401k services.
5.0 stars
9 months ago
Reviewed by
JOSE LIRA
Dmitriy (and www.sensefinancial.com ) have been great at helping me setup my solo401k and providing banking support contacts for moving some of my IRA monies into my solo401k with checkbook control to fund different investments. I totally recommend him and www.sensefinancial.com for setting up solo401k's.
At this point I'm looking at buying a couple of SFH to generate retirement income. I'm looking to having him guide me in the right direction. I'm new to this website but so far it looks like treasure box of good information.
Thanks Dmitriy for all the help and for showing me BiggerPockets.
Jose
5.0 stars
9 months ago
Reviewed by
Joe Homs
Excellent! He is a very honest and knowledgeable person who was easy to deal with. I would recommend him to ALL!
5.0 stars
9 months ago
Reviewed by
Adam Roberts
Dmitriy helped me set up my solo 401K and explained several questions I had. I would highly recommend working with Dmitriy and his company, Sense Financial.
5.0 stars
9 months ago
Reviewed by
Don Stocks
Working with Dmitriy, Minna and the Sense Financial team has been a great experience. They are extremely responsive, professional and eager to assist. They answered all my questions and made setting up my company's Solo 401k a simple and painless process. I can't recommend them highly enough!
Don Stocks
Nexus Equity, LLC
5.0 stars
9 months ago
Reviewed by
Kevin Auyong
I have used Sense Financial for 2 account setups. I have to say that while not cheap, certainly worthwhile. They made it easy and basically held my hand the whole way. I can see lots of areas where I would have become stuck or made a critical error in setting up and maintaining my Self Directed IRA's.
I really like the ongoing support I get and their patience with me.
I was originally going to go with someone else that was a bit cheaper, but I saw a few comments here on BP that gave me second thoughts about them. Dmitry was an active member here on BP and seemed really knowledgeable. In the end I went with him and am happy that I did. I would highly recommend him to anyone else. Saving a few bucks on something this important just isn't worth it.
5.0 stars
9 months ago
Reviewed by
Dameron Shore
Dmitriy has demonstrated thorough knowledge of the Solo 401k product. He has been available and provided quick responses to any inquiries. His team (Minna specifically as it applies to me) has been the backbone of the service on my account and has performed superbly with great speed, service, and diligence! The Solo 401k product has met my needs from it so far. This team will aptly provide the service of your Solo 401k setup and be there to offer advice and help in getting your accounts setup and running!
5.0 stars
9 months ago
Reviewed by
Steven W.
I have been very impressed by the professionalism of everyone at Sense Financial. They make sure that you are submitting the correct paperwork every step of the way.
Every time that I had a question or wasn't sure of how to complete my application, I received very prompt and excellent support.
I can't more highly recommend them for anyone looking to open a Solo 401k Trust.
5.0 stars
9 months ago
Reviewed by
Haim Mamane Palman
Dmitriy and his team helped me open Solo 401k plan. The process was easy and Dmitriy and his team answered any question that I had and made a very easy and positive experience.
I highly recommend Dmitriy and his services to anyone who is interested to open Solo 401k
5.0 stars
9 months ago
Reviewed by
John Colaizzi
Dmitriy walked me painlessly through the process of creating a Solo 401k in Utah, using a local branch of a national bank. I would recommend him to anyone interested in creating this type of account.
5.0 stars
9 months ago
Reviewed by
Brian White
Sense Financial has done a terrific job educating me about the benefits of setting up a Self-Directed Retirement fund. The Sense team, and Dmitriy in particular, has gone out of his way to deliver exceptional service, before during and after setup. I'm very pleased with my decision and would highly recommend Dmitriy's team.
5.0 stars
9 months ago
Reviewed by
Chance Delome
Establishing my Solo 401k was incredibly easy with the assistance of Dmitriy and his team at Sense Financial.
I had a few questions (and so did my previous trustee). I had no problems getting the questions answered from both the team as well as from Dmitriy personally.
5.0 stars
9 months ago
Reviewed by
Tony Sehgal
I started a Solo 401K plan with Dmitriy's Sense Financial in 2015. It has been a great experience since then and the Solo 401k plan have been a wonderful tool . His site has wealth of resources to answer all your questions. Dmitriy himself is very responsive and will answer your questions in a short time frame. I highly recommend him for your Solo 401k plan needs.
5.0 stars
9 months ago
Reviewed by
Sandra Hallman
I recently became a client of Sense Financial, Dmitriy's company. He has been extremely helpful to me in setting up a solo 401k with my business as the administrator. I had previously set up a solo 401k with another company that did not have my best interest in mind, and Dmitriy was empathic to my situation and very generous in helping me make the switch. He and his employees are progressional, kind, responsive, and great at providing clients with accurate and detailed information about retirement accounts.
5.0 stars
9 months ago
Reviewed by
Neil Hoffman
The folks at Sense Financial are awesome. They helped me setup a Self Directed Solo 401K and an associated LLC. Without their help and guidance I would never have been able to create my real estate investing business structure. Their customer service is superior. Dmitriy and Minna are the best!!!!!
5.0 stars
9 months ago
Reviewed by
Dustin DuFault
Dmitriy and his team are professionals in their field. As a former stockbroker, I can assure you a thorough understanding of self directed accounts - the area in which Sense Financial operates - is a rarity among financial professionals.
Their expertise in setting up self-directed accounts is extremely helpful and not something you will likely get from your current broker.
I definitely recommend working with them!
5.0 stars
9 months ago
Reviewed by
MARLON DEPAZ
I am extremely satisfied with Sense Financial. It is tough to find a reliable source to do a self directed IRA, I have read about them and heard about them in Real Estate Investing but did not know where to begin. I read all the comments on Bigger Pockets and found their responses well explained. The process was quicker and easier than expected. I talked to Dmitriy and he walked me through the steps. I am now using my account that they helped me set up often. All I have to say is Thank You. I will definitely recommend your services to my friends and family.
5.0 stars
9 months ago
Reviewed by
Mindy Jensen
Dmitriy and his staff were consummate professionals. I rolled my Solo 401 (k) into a Self Directed Solo 401 (k), and encountered some issues with the former holder of the funds. Dmitriy stepped into the conversation with the other facility and handled it smoothly and confidently. He connected me with a bank that offered the specific account I needed when I couldn't find one on my own, and most importantly, did everything he said he would, on time.
5.0 stars
9 months ago
Reviewed by
Lawrence Pascua
Dmitriy helped me setup my Self-directed IRA with checkbook control! He's a subject matter expert on SDIRA. He promptly answered all my questions and discused pros and cons of available options. Reliable, trustworthy and pleasant to do business with. I highly recommend Dmitriy and Sense Financials!
5.0 stars
9 months ago
Reviewed by
David Alevy
I have worked with Sense Financial for over a year now. I chose them after reading many BiggerPockets blog posts indicating that they were one of a handful of good companies with whom to work. They definitely did not disappoint! I scheduled a meeting with Dimitri and he walked me through the idea and what I could and could not do. After my account was set up, the Sense Financial team was always just a phone call or email away. While at first I felt that I was constantly asking questions, they quickly came back and would point me to a FAQ or post where my question was answered. While my concerns have definitely been put to ease and I no longer rely on them for many other questions, I know that they are available whenever I need them.
5.0 stars
9 months ago
Reviewed by
Corey Muldrow
Dmitriy and his team were great to work with. His staff will hold your hand with setting everything up and his educational material is easy to follow and thorough. I highly recommend SenseFinancial for your investing and Solo 401k needs.
5.0 stars
9 months ago
Reviewed by
Sharon Mihalyak
I was impressed with the information Dmitrity shares on Bigger Pockets and the reviews of his clients.
He helped me set up my Solo 401K. I had some questions and he responded right away.
The Sense Financial website has a lot of information and their customer service is top notch.
I highly recommend working with him.
5.0 stars
9 months ago
Reviewed by
Mark Butala
Dmitriy and the Sense Financial staff were exceptional to work with. Minna, my Senior Account Manager, went above and beyond in assuring a wonderful experience. I am grateful for her knowledge, attention to detail and attentiveness throughout the setup and funding processes.
5.0 stars
9 months ago
Reviewed by
Alina Trigub
When I landed on Dmitriy's BP home page and was about to leave a reference, I was astonished to see a significant number of recommendations already written by others. That is not surprising at all. Dmitriy and his team at Sense Financial strive to provide top notch services and make it a point to make their services as close to perfect as possible. I could not wish for better knowledge base and customer care than Sense Financial! Highly recommend Dmitriy & his team to anyone thinking of opening solo 401K or checkbook IRA accounts!
5.0 stars
9 months ago
Reviewed by
Tom Killingsworth
I highly recommend hiring Dmitriy and Sense Financial for your Solo 401k or any other services. The service was outstanding.
Also, setting up my solo 401k was the best financial decision I've made this year.
5.0 stars
9 months ago
Reviewed by
Michael Atias
Dmitriy is a true professional. We have had a strategic partnership over the last 3 years with Sense Financial and it has been an amazing experience. I strongly recommend working with Dmitriy Fomichenko, you will not be disaapointed.
5.0 stars
9 months ago
Reviewed by
Philip Humphrey
Dmitriy and his staff, especially Minna, have been great to deal with. They quickly set up my solo 401k and have been very accessible with fast, concise answers to my questions. They are very knowledgeable and I highly recommend them!
5.0 stars
9 months ago
Reviewed by
Paul Shrabstein
Both Dmitriy and Minna from Sense Financial were extremely helpful and guided me through the establishing of Self-Directed IRA plan with utmost care and professionalism. I pursued a very aggressive timeline and never once waited longer than a couple of minutes to get any question addressed in phone, text and email ! I highly recommend them for all your SDIRA and Solo 401(k) needs.
5.0 stars
9 months ago
Reviewed by
January Johnson
I was so impressed with Dmitriy's helpfulness in the BP forums and the way he offered assistance without "selling" himself or his services, and THAT is what sold me on him!
I chose him and his company to help me set up my Solo 401K, and it has been a great financial benefit to me ever since.
Dmitriy is accessible, knowledgeable, and a great professional resource. I highly recommend him and his company.
5.0 stars
9 months ago
Reviewed by
Simmie Douglas
My experience with Sense financial was very pleasant as they helped me set up my self directed IRA. Dmitriy and Minna did a good job of helping me understand the steps of the process. I would gladly recommend Sense financial to anyone looking to start a self directed IRA.
5.0 stars
9 months ago
Reviewed by
Jon Schoeller
I just finished signing up for my Solo 401k account with Sense Financial. The service was incredible. As a business owner myself, I wish more people would leave positive reviews just as quickly as they would leave a negative review. This one is well deserved.
Dmitriy talked me through opening the account on Christmas Day. He didn't have to and I didn't ask him to. He was happy to. He has basically held my hand throughout the entire process in order to get this account set up in time. As many of you know, a Solo 401k must be set up and contributed to before the end of the year. We didn't have much time to work with, especially with the holidays. But we did it. My account is now open with Solera Bank and my account is funded.
I don't know if they have the best pricing but good luck finding better customer service.
Thank you, Dmitriy and Sense Financial.
5.0 stars
9 months ago
Reviewed by
Jean Chong
Dmitriy and his team are top notch. 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 respond. We're happy that we were able to make our own decisions regarding our 401k.
5.0 stars
9 months ago
Reviewed by
David M Venkat
I opened my Solo 401K with Sense Financial after researching and talking to a lot of other providers. Sense Financial did a great job opening my Solo 401k quickly and also gave me some contacts at a local bank in Houston, TX that understand this type of accounts and are able to open a Solo 401K bank account with checkbook control.
They are very knowledgeable, have an excellent portal that has a wealth of information and are easy to get hold off over the phone. They also sent timely reminders regarding tax filings.
Very highly recommended!
5.0 stars
9 months ago
Reviewed by
Christa S Rickard
I did a bunch of research on this topic as I had never heard of a solo 401K until I came to BP. I ended up choosing Sense Financial. Dmitriy is on the forum quite frequently. He explained how the process works, his team sent me all the documents that I needed to fill out, and he recommended a bank that will handle the bank account part. The Sense Financial team has been wonderful throughout the entire process and I highly recommend them.
5.0 stars
9 months ago
Reviewed by
Waleska Martinez
I have to admit, I was hesitant, skeptical, nervous, anxious, and any other negative feelings when considering a Solo 401k. But, just thinking back at the market made my stomach turn even more, I felt I had no control over my own money. The folks over at Sense Financial, wow, they really eased my mind and helped me take control. Their personal touch made me feel as they were in it with me. I met with President, Dmitriy Fomichenko, where he took the time to go over options and how they can help guide me through the process. It didn't stop there. I was assigned my own Account Manager, Minna Nah. She's an email and a phone call away and incredible! The personal service offered by this company is above and beyond and I'm already seeing the benefits. THANK YOU Dmitriy, Minna and the Sense Financial family!!
5.0 stars
9 months ago
Reviewed by
Grace B.
Dmitriy and his company Sense financial provided excellent advice and services to me. I have a Roth self-direct IRA account and I was in the process of researching a new self-direct IRA. Dmitriy provided valuable advice on the transfer, and advantages of 401 solo IRA program. I really appreciate his knowledge. In addition, Maria is excellent in following up.
5.0 stars
3 months ago
Reviewed by
Amanda K
I had no idea what I was getting into when my friend recommended Sense Financial. I still have a lot to learn, and I make a lot of phone calls. Every time I reach out I get nothing but patience and more patience from Minna and Dmitriy. They are always very willing to answer all my questions. They truly are exceptional people.
5.0 stars
4 months ago
Reviewed by
Myra -
I did a lot of research before making the decision to use Sense Financial. I was seeking a custodian that was experienced, knowledgable, and quick to respond to needs and requests. Sense Financial did not disappoint!
I have been very happy with their customer service and I believe that they provide the best value of the multiple custodians I researched. The team at Sense Financial has always been helpful and quick to respond to needs or questions. They always seem more than happy to help and they make me feel valued as a client.
5.0 stars
6 months ago
Reviewed by
Jesse Dienner (Jesse C. Dienner)
I’ve been privileged to be in amazing partnership with Dmitriy, Minna, and all of Sense Financial for several years now, and I have to say that their skills and styles are second to none! Responsive, reliable, knowledgeable, and kind! Top marks! Infinite stars! Thank you so much for helping me in such multifaceted ways!
5.0 stars
7 months ago
Reviewed by
vaughn Bien
What a great company to work with. Dmitriy is extremely knowledgeable and made the whole process of opening a solo401k a piece of cake. Very responsive and their online resources make everything crystal clear and easy to manage.
5.0 stars
8 months ago
Reviewed by
Nancy Oyer
I love Sense Financial. I’ve been a client since 2019 and can absolutely and highly recommend Dmitriy and his team. I can’t imagine setting up a Solo 401K without them. Dmitriy and Minna and everyone I’ve worked with at Sense Financial is so knowledgeable, efficient, and kind. They respond quickly to every request. I love the diversity of investing in what I want, versus the being limited to the options I’ve encountered in many corporate retirement plans I’ve had previously. Even in the best of the best corporate plans out there, nothing compares to being able to invest in exactly what you want. For me that includes bonds that are not in the usual corporate portfolio, and multiple options for real estate. Don’t hesitate. Reach out to them today!
5.0 stars
8 months ago
Reviewed by
John Van Grouw
I have had my Solo401k account with Sense Financial Services since 2021, and have real estate and precious metals assets in the Trust. Dmitriy and his team are extremely knowledgeable, courteous and prompt to help their expertise. Most recently, Dmitriy called and personally helped me with a tax issue that I had never experienced before.
5.0 stars
11 months ago
Reviewed by
alena azusa
Sense financial helped me to set up my 401k, they are the best!
I can call them any time of the day and they do give a knowledgable answer (I don’t have to go through different department and be on hold for hours). Dmitry and Minnah always give the answer right away and it’s the correct answer because they truly know what they are talking about!
For busy professionals, like a lot of us here, Sense Financial is the way to go!
5.0 stars
6 years ago
Reviewed by
Josh McGuire
Minna Nah at Sense Financial helped me put together a Solo 401k extremely quickly at the end of 2017 so that I could invest in a private equity fund that was closing very soon. Not only did they appreciate the urgent timing, they did a great job answering all my questions. They provide great service during the setup and excellent on-going support (including an extensive knowledge database full of Q&A). On top of that, the price is great. Well worth it. I don't give out recommendations lightly, especially for financial products, but my experience with Sense Financial has been excellent.