Sense Financial Services LLC レビュー 122

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

Dmitry always responds quickly which I greatly appreciate.

Knowledgeable, professional, polite

I have been with them for a long time now and I always recommend them with my colleagues and friends coz they are good people and very helpful.
I always get prompt response whenever I have questions in my mind.
Thanks guys. I always appreciate your help.

Prompt reply and a consistent willingness to help and go the extra mile.

Impressively prompt responses and service with every single person I’ve interacted with.
Brett
Minna
Shella
All outstanding! (Hope I spelled their names correctly)

Very responsive and great attention to detail!

Quick response!!!

I appreciated the prompt response to my questions, and the expertise you provided resolved the issue.

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.

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.

All good but I’m disappointed that Sense no longer handles my 1099-R generation and submission to IRS.

Very friendly, helpful and knowledgeable

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.

Timely response

Dmitriy, did a great job explaining, what I needed to do regarding the annual self directed IRA valuation and RMD.

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.

Dimitriy is very prompt in responding to any questions and he has good knowledge. He answers all your questions patiently.

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.