Sense Financial Services LLC Reviews 

139
•
TrustScore 5 out of 5

4.8

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Rated 5 out of 5 stars

Easy to get an appointment. Brett was upfront with what he could or could not do. He understood my goals quickly and quickly offered me a referral. No pushing. Very respectful and all in all great use... See more

Company replied

Rated 5 out of 5 stars

Sense Financial knows how to do business. Although they incorporate plenty of technology into their business, it's a relief to work with a company that doesn't allow that technology to replace their c... See more

Company replied

Rated 5 out of 5 stars

I signed up with Dmitriy Fomichenko in 2020 for my self-directed Solo 401(k), and more recently, in 2026, for my self-directed Roth IRA. Over the years, I’ve been extremely satisfied with the serv... See more

Company replied

Rated 4 out of 5 stars

Dmitriy was very knowledgeable and responded quickly. He was, however, somewhat abrasive. The prior company wasn't very helpful on the 5500EZ form so in previous years we were on our own. Dmitriy hel... See more

Company replied

Company details

  1. Financial Consultant

Written by the company

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.


Contact info

4.8

Excellent

TrustScore 5 out of 5

139 reviews

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4.8

All reviews

(139)

38 reviews in the last 12 months

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Rated 5 out of 5 stars

Doing business the right way

Sense Financial knows how to do business. Although they incorporate plenty of technology into their business, it's a relief to work with a company that doesn't allow that technology to replace their customer service. Their entire team is friendly, knowledgeable, and reliable. I've had the most interactions with Brett, and he is outstanding. This company is a true gem in the business world. I'm thankful to have them in my corner. I highly recommend Sense Financial.

October 2, 2026
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Reply from Sense Financial Services LLC

Thank you Joshua for your review! We appreciate hearing from you and our team is glad to hear that you've had a positive experience. We will continue to do our best and provide you with only the best service.

Rated 5 out of 5 stars

Helpful and went beyond

Easy to get an appointment. Brett was upfront with what he could or could not do. He understood my goals quickly and quickly offered me a referral. No pushing. Very respectful and all in all great use of my time. His referral too was professional, no pushing, he understood my goals and proposed a good solution.

October 7, 2026
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Reply from Sense Financial Services LLC

We're happy to hear that! We hope to only give you our best service.

Rated 5 out of 5 stars

As always Sense kept me well informed…

As always Sense kept me well informed about upcoming filings and managed the filing for me. Always accurate and informative, Great service.

September 11, 2026
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Reply from Sense Financial Services LLC

Thank you for the review, Charles! We're here to always give you our best service.

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Rated 5 out of 5 stars

Exceptional Service Over the Years

I signed up with Dmitriy Fomichenko in 2020 for my self-directed Solo 401(k), and more recently, in 2026, for my self-directed Roth IRA. Over the years, I’ve been extremely satisfied with the service they’ve provided.

A special shout-out to Minna Nah, who has been incredibly helpful, responsive, and knowledgeable whenever I’ve needed assistance. The team has consistently been very responsive, and I’m truly grateful for the level of service they provide.

I’m also looking forward to the rollout of their self-directed HSA service so I can add that to my accounts as well. Highly recommend!

September 9, 2026
Unprompted review
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Reply from Sense Financial Services LLC

Thank you Abdulla for the kind words! We will do our best to give you our best service.

Rated 5 out of 5 stars

Amazing service!

Brett and the team at Sense Financial set up my solo 401(k) and the process was excellent start to finish. Documents came back quickly and everything was explained clearly. As a CPA, I’m picky about this stuff. They exceeded what I expected. Highly recommend them for anyone looking at a solo 401(k) or SDIRA.

September 1, 2026
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Reply from Sense Financial Services LLC

Thank you for your review, Julius! We hope to give you only the best service.

Rated 5 out of 5 stars

Over 10 Years of Great Service and Support from Sense Financial

I have been working with Sense Financial for over 10 years with my Solo 401(k), and Dmitriy and his staff have always been helpful in guiding me through the proper steps for managing my plan.

Whenever I have a question, they respond quickly and help me understand what I need to do. That ongoing support has been especially valuable over the years.

I wholeheartedly recommend Sense Financial to anyone considering a Solo 401(k) and looking to take greater control of their retirement investing.

August 18, 2026
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Reply from Sense Financial Services LLC

Thank you so much for your kind words and, especially, for trusting Sense Financial for more than 10 years. We truly appreciate your continued confidence in our team.

It’s our goal to provide responsive, knowledgeable support and make managing a Solo 401(k) as straightforward as possible. We’re grateful to have been part of your retirement journey and look forward to continuing to support you for many years to come!

— The Sense Financial Team

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Rated 5 out of 5 stars

Another question answered fast and efficiently

Aurellia's response time to my email was fast, helpful and so polite. She was able to point me in the right direction. Each time I have emailed asking for help the response time is amazing and I always get my question answered.
Thank's everyone for your help.

July 22, 2026
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Reply from Sense Financial Services LLC

We're happy to help, thank you Bryan! We will continue to provide you the best service we can.

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Rated 5 out of 5 stars

Very knowledgeable and helpful.

Very knowledgeable and helpful.
Great customer service.
Made settings this up simple.
Thanks

May 28, 2026
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Reply from Sense Financial Services LLC

Rick, thank you for sharing your experience! We will continue to provide only our best.

Rated 5 out of 5 stars

Great Service

They are always available to answer my questions. They are very knowledgeable.

May 12, 2026
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Reply from Sense Financial Services LLC

Thank you Karl. We're here to help you the best we can!

Rated 5 out of 5 stars

Very quick response

Very quick response. When one person wasn’t positive on their answer they immediately went to another with more experience with that field

May 5, 2026
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Reply from Sense Financial Services LLC

Thank you Dan! Our team strives to provide the best support, and will continue to work together to give you the best experience.

Rated 5 out of 5 stars

Their level of customer service and…

Their level of customer service and prompt response time was truly impressive and greatly appreciated. This is becoming harder to come by in this day and age.

May 4, 2026
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Reply from Sense Financial Services LLC

We're so glad to hear that. Our team prides ourselves in our timely responses and quality customer service. We look forward to continue providing your our best!

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Rated 5 out of 5 stars

Personal touch.

April 22, 2026
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Reply from Sense Financial Services LLC

Thank you Bill, we look froward to continue serving you!

Rated 1 out of 5 stars

Some advisers lost a lot for clients.

Some advisers lost a lot for clients.
At least one has Criminal complaint filed against him for fraudulent sales practices Losses over $4 million

August 5, 2025
Unprompted review
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Reply from Sense Financial Services LLC

Paul, we believe this review may have been posted in error, as our records do not show that you are or have ever been a client of Sense Financial, nor do we have any record of communication from you.

We would also like to clarify that Sense Financial is not a fiduciary and does not manage, custody, or handle client funds. Our role is limited to establishing and supporting self-directed retirement plans. Client funds are never sent to, held by, or processed through our company.

We take accuracy seriously and respectfully ask that you update or remove this review if it was intended for another company or based on incorrect information.

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