Very responsive and great attention to…
Very responsive and great attention to detail!
Scott Johnson
Was this helpful?
Sense Financial Services LLC
5.050 reviews
Last reviewed: Mar 1, 2026Do you agree with Sense Financial Services LLC's TrustScore? Voice your opinion today and hear what 115 customers have already said.
www.sensefinancial.comMember since Mar 2026
Sense Financial Services LLC is an online company. Based on 50 reviews on TrustPlane, it has an average rating of 5.0 out of 5 stars. Last reviewed March 1, 2026.
Customer Reviews
Write a ReviewFilter:
50 reviews
Quick response!!!
Quick response!!!
Tom Pearce
Was this helpful?
I appreciated the prompt response to my…
I appreciated the prompt response to my questions, and the expertise you provided resolved the issue.
Greg
Was this helpful?
Working with Ms Nah
Working with Ms. Nah has always been an excellent experience. Always available when I reach out for advice/direction and/or clarity on any question. Extremely friendly and professional. Has been a great resource for me.
james latham
Was this helpful?
Excellent responsiveness and service
Excellent responsiveness and service. They also have a wealth of educational videos and helpful home page for their customers. Although I just onboarded with them, it has thus far been a very good experience.
Ant B.
Was this helpful?
All good but I’m disappointed that…
All good but I’m disappointed that Sense no longer handles my 1099-R generation and submission to IRS.
Scott Johnson
Was this helpful?
Very friendly
Very friendly, helpful and knowledgeable
John Perry
Was this helpful?
Sense Financial is a top-notch firm
Sense Financial is a top-notch firm. The customer service was extraordinary. Talking to Brett Synicky was like talking to a friend. He answered all of our questions in detail. He even followed up until we had no concerns.I would say that we are completely satisfied with Sense Financial.
Khalid
Was this helpful?
Timely response
Timely response
Danny arnold
Was this helpful?
Dmitriy
Dmitriy, did a great job explaining, what I needed to do regarding the annual self directed IRA valuation and RMD.
Dave Pitkin
Was this helpful?
One Great Company
First they educated me on the benefits and advantages of having a solo 401k. I work hard for my money so I dont invest without alot of due diligence and a hundred questions. To their credit, they patiently answered every one of them. One my concerns was signing up and being left on my own to figure everything out. However, Sense Financial has been so good to quickly respond to every message, email and call even after the sale. They partner with you for the long term! I'm so glad that I partnered with Sense Financial. I don't think you will find a better company anywhere.
Stephen Grady
Was this helpful?
Dimitriy is very prompt in responding…
Dimitriy is very prompt in responding to any questions and he has good knowledge. He answers all your questions patiently.
Danny Katangur
Was this helpful?
Sense Financial is Top Notch
Dmitriy and his team are wonderful to work with. They are always accessible provide great customer service. I wish that all of the companies that I deal with were as professional and straightforward as Sense Financial is.
Kevin Struss
Was this helpful?
Sense Finance is the best
Sense Finance is the best. Anytime I have a question or concern, they immediately respond and answer all my questions and concerns.
SALLY FAIRCHLD
Was this helpful?
Helpful!!
They were happy to walk me through processes and answer a couple of arcane questions I had.
Richard Hake
Was this helpful?
Professional, Competent, and Efficient
I've dealt with many financial institutions and Sense Financial Services is a breath of fresh air! Everyone I've spoken to has been professional, competent, and efficient. In particular, Minna has been a wonderful resources. I highly recommend Sense to anyone pursuing a SDIRA.
Katelyn Schneider
Was this helpful?
The response time was spectacular
The response time was spectacular. I always appreciate the Customer Care.
timothy mckay
Was this helpful?
Dmitry gave me a fast helpful response…
Dmitry gave me a fast helpful response for a time sensitive issue on the weekend!
Michae
Was this helpful?
We appreciate the courteous prompt…
We appreciate the courteous prompt solution
Rayfield Skinner
Was this helpful?
Experience you can trust
The whole team at Sense Financial was great personally and for my brothers and in-laws. They were handled with care and timeliness. I would highly recommend Dmitriy, Minna and the whole team. Thank you thank you thank you
M Sohl
Was this helpful?
Cite this page
According to TrustPlane, Sense Financial Services LLC has a 5.0/5 rating based on 50 verified reviews as of March 2026. Source: trustplane.app/company/www-sensefinancial-com