Sense Financial Services LLC - Anaheim, California

Address: 155 N Riverview Dr #100, Anaheim, CA 92808, United States.
Phone: 9492289394.
Website: sensefinancial.com
Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 126 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Sense Financial Services LLC

☎️9492289394

⏰ Open Hours of Sense Financial Services LLC

Monday: 8 am–6 pm
Tuesday: 8 am–6 pm
Wednesday: 8 am–6 pm
Thursday: 8 am–6 pm
Friday: 8 am–6 pm
Saturday: Closed
Sunday: Closed

Okay, here’s a comprehensive overview of Sense Financial Services LLC, presented in a formal and helpful tone, designed to be suitable for someone considering their services:

Sense Financial Services LLC: A Reliable Financial Consultant

For individuals and families seeking expert guidance in managing their finances, Sense Financial Services LLC presents itself as a dedicated and responsive financial consultant. Located at 155 N Riverview Dr #100, Anaheim, CA 92808, United States, and reachable at 9492289394, Sense Financial is committed to providing personalized financial solutions. Their website, sensefinancial.com, offers a convenient platform to learn more about their services and connect with their team.

Key Features and Services

Sense Financial distinguishes itself through a client-centric approach. They focus on building strong relationships and understanding each client’s unique financial goals. While they specialize in acting as a custodian for investments, they offer a range of services designed to support comprehensive financial planning. Their team prioritizes clear communication and a proactive approach to addressing client needs. A key aspect of their operation is a commitment to accessibility, demonstrated by features such as a wheelchair-accessible car park, entrance, and toilet facilities.

Location and Accessibility

The company’s physical address is strategically located in Anaheim, California. Beyond the physical accessibility features, Sense Financial recognizes the importance of convenience. Appointments are strongly recommended to ensure dedicated attention and optimal service delivery. The business is designed to be welcoming and accommodating for all clients.

Client Feedback & Reputation

Sense Financial has garnered a consistently positive reputation within the financial community, evidenced by 126 reviews on Google My Business. The average opinion rating is an impressive 4.9/5, reflecting a high level of client satisfaction. This strong feedback suggests a commitment to not only providing sound financial advice but also fostering a supportive and respectful client experience. Many clients highlight the team’s responsiveness, helpfulness, and dedication to making clients feel valued. The emphasis on prompt communication and a willingness to go the extra mile appear to be central to their service model.

Additional Information

Website: sensefinancial.com
Phone: 9492289394
Address: 155 N Riverview Dr #100, Anaheim, CA 92808, United States

Recommendation

Based on the available information, Sense Financial Services LLC appears to be a reliable and client-focused financial consultant. Their dedication to accessibility, combined with overwhelmingly positive feedback regarding their service and responsiveness, makes them a strong contender for individuals seeking expert financial guidance. We strongly recommend visiting their website at sensefinancial.com to explore their services further and schedule an appointment to discuss your specific financial needs. Let Sense Financial help you achieve your financial aspirations.

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👍 Reviews of Sense Financial Services LLC

Sense Financial Services LLC - Anaheim, California

Myra -.

5/5

I did a lot of research before making the decision to use Sense Financial. I was seeking a custodian that was experienced, knowledgable, and quick to respond to needs and requests. Sense Financial did not disappoint!

I have been very happy with their customer service and I believe that they provide the best value of the multiple custodians I researched. The team at Sense Financial has always been helpful and quick to respond to needs or questions. They always seem more than happy to help and they make me feel valued as a client.

Amanda K.

5/5

I had no idea what I was getting into when my friend recommended Sense Financial. I still have a lot to learn, and I make a lot of phone calls. Every time I reach out I get nothing but patience and more patience from Minna and Dmitriy. They are always very willing to answer all my questions. They truly are exceptional people.

Nancy O.

5/5

I love Sense Financial. I’ve been a client since 2019 and can absolutely and highly recommend Dmitriy and his team. I can’t imagine setting up a Solo 401K without them. Dmitriy and Minna and everyone I’ve worked with at Sense Financial is so knowledgeable, efficient, and kind. They respond quickly to every request. I love the diversity of investing in what I want, versus the being limited to the options I’ve encountered in many corporate retirement plans I’ve had previously. Even in the best of the best corporate plans out there, nothing compares to being able to invest in exactly what you want. For me that includes bonds that are not in the usual corporate portfolio, and multiple options for real estate. Don’t hesitate. Reach out to them today!

John V. G.

5/5

I have had my Solo401k account with Sense Financial Services since 2021, and have real estate and precious metals assets in the Trust. Dmitriy and his team are extremely knowledgeable, courteous and prompt to help their expertise. Most recently, Dmitriy called and personally helped me with a tax issue that I had never experienced before.

vaughn B.

5/5

What a great company to work with. Dmitriy is extremely knowledgeable and made the whole process of opening a solo401k a piece of cake. Very responsive and their online resources make everything crystal clear and easy to manage.

Jesse D. (. C. D.

5/5

I’ve been privileged to be in amazing partnership with Dmitriy, Minna, and all of Sense Financial for several years now, and I have to say that their skills and styles are second to none! Responsive, reliable, knowledgeable, and kind! Top marks! Infinite stars! Thank you so much for helping me in such multifaceted ways!

alena A.

5/5

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!

Josh M.

5/5

Minna Nah at Sense Financial helped me put together a Solo 401k extremely quickly at the end of 2017 so that I could invest in a private equity fund that was closing very soon. Not only did they appreciate the urgent timing, they did a great job answering all my questions. They provide great service during the setup and excellent on-going support (including an extensive knowledge database full of Q&A). On top of that, the price is great. Well worth it. I don't give out recommendations lightly, especially for financial products, but my experience with Sense Financial has been excellent.