Sense Financial

[Shawn Holsapple]

I'm thinking about using this company.  Does anyone have any feedback?

[Kreighton Reed]

@Jean Nicolas I service a number of Sense Financial clients after they've opened their Solo 401K and are ready to open a checking account.  This is what I've observed from talking with over 30 of his clients:

1) Dmitriy & Staff are extremely knowledgable and prepare their clients well with the rules of their solo 401K.  I don't get any clients that are confused on how it works, or what the next steps are.

2) In our day the gold standard for customer service is follow up.  I was completely blown away by the attentiveness of the Sense Financial.  They had a missed call from me and I didn't even leave a message and they called me back within 30 min mentioning that they saw they missed my call and asked if I had any questions.  I looked at their linkedin profile to research them and got a nice message asking if they could be of assistance.

3) Sense Financial has an internal web portal for all of its clients that has a library of information.  It has been nice when a client has a question over the weekend to send them their to get their answer.