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Sense Financial Services
- Investing
- Anaheim, CA
About this business
**Please note that we do not offer credit repairing services.** Sense Financial offers Checkbook IRA and self directed Solo 401k plans, which allows investors take full control of their retirement funds and invest in real estate, private lending, tax liens, and more.
Location details
155 North Riverview Drive, Ste 100, Anaheim, CA, 92808, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I highly recommend Dmitriy and his team - they are professional and made everything so easy! A friend learned of them through BiggerPockets and after she use their services she suggested I try them too. They helped me convert my ROTH IRA into a checkbook IRA so I could participate in a real estate syndication. Their fees are competitive and worth every dime. I’ll definitely be using them again for future conversions.
RecommendedI have been a client for Sense Financial for 5 years! I did a lot of research looking for the perfect company to help me take control of my retirement account. The thought of a "Checkbook IRA" was exciting to me, but I had no clue where to begin. Dimitriy and his team were super easy to work with and walked me step by step through the whole process! If you are looking to take control of your retirement account whether with a "Checkbook IRA" or "SOLO 401k", there is no better company out there than Sense Financial! I highly r... read more
I have been a client for Sense Financial for 5 years! I did a lot of research looking for the perfect company to help me take control of my retirement account. The thought of a "Checkbook IRA" was exciting to me, but I had no clue where to begin. Dimitriy and his team were super easy to work with and walked me step by step through the whole process! If you are looking to take control of your retirement account whether with a "Checkbook IRA" or "SOLO 401k", there is no better company out there than Sense Financial! I highly r... read more
What I love most about Sense Financial is that all my questions get answered in a timely manner. Customer service is top notch!
Dmitriy and his team have made this change very uncomplicated. I appreciate all their help.
Dmitriy is the guy! He can always answer my questions no matter how unique the situation and he know's his product inside and out. If you plan on self directing using a Solo401K, you can't go wrong setting up with Sense Financial.
Sense Financial is a highly valued business partner that has helped to create wealth by opening up a much wider range of investment options for my retirement funds, and by deferring and eliminating taxes on my investment gains. Their customer support has been great!
This is a great way to control your retirement ! Since opening my Solo 401 K with this company. I am making great money ever month into my retirement. I have bought two properties.They are there to answer my questions . Very professional . Many great ideas.
Frequently asked questions about Sense Financial Services
How is Sense Financial Services rated?
Sense Financial Services has a 5 star rating with 150 reviews.
When is Sense Financial Services open?
Sense Financial Services is closed now. It will open tomorrow at 9:00 a.m.
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