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Sense Financial Services LLC
155 North Riverview Drive, Anaheim, California, United States
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About the Sense Financial Services LLC
Sense Financial Services LLC is a finance institution located at 155 North Riverview Drive in Anaheim, California, United States. They specialize in helping individuals minimize their tax liability by sheltering nearly $60,000 of their income from taxes. With their tax-advantaged retirement plans, clients can invest in real estate, private business, precious metals, private lending, and more without waiting for custodian approval. Their self-directed IRA and Solo 401k plans come with checkbook control, reducing fees and eliminating delays. Clients have exclusive access to a Client Portal with educational resources and forms to maintain their plans. The experienced team at Sense Financial ensures speed, accuracy, and compliance with IRS rules. Clients rave about the exceptional customer service and support provided by Dmitriy and his team. Whether setting up a Solo 401k plan or a Self Directed IRA, Sense Financial is the go-to choice for those looking to diversify their investments and take control of their retirement funds.
Photos of Sense Financial Services LLC
155 N Riverview Dr #100, Anaheim, CA 92808, United States
Opening hours of Sense Financial Services LLC
Monday:
08:00 - 18:00
Tuesday:
08:00 - 18:00
Wednesday:
08:00 - 18:00
Thursday:
08:00 - 18:00
Friday:
08:00 - 18:00
Saturday:
Day off
Sunday:
Day off
Reviews of Sense Financial Services LLC
"Sense Financial contacts me regularly to see if there is anything they can do to help. They follow through when they say they are going to do something and know what their doing."
"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!"
"I recently opened a new account with Sense Financial and I'm very happy with the service I've received so far. The process was quick and easy, and the customer service representatives were very helpful and knowledgeable. I especially appreciated the fact that they took the time to explain everything to me in detail."
"I was referred to Sense Financial, I did my research by comparing two companies and found Sense Financial to be competent, service oriented and able to answer my questions & concerns leaving me confidant they were the right choice. Dimitriy continuously offers training & webinars to keep his clients informed on investing, taxes plus other business related material. Working with this company is seamless and simple."
"I was referred to Sense Financial by my CPA, when there was a need to combine various old 401ks and IRAs into one self-directed account. Even though I've never heard of Solo 401k before, and had many questions, Sense Financial made setting it and getting it up and running a breeze; they were very professional and patient with me. It's doing rather well now under my management, and I feel empowered that I have a wide range of investments available for the future, and can continue to contribute the maximum allowed, and thus save on taxes for my business. Sense Financial is available for any future changes/questions, which is so important in today's dynamic and global economy!"
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