Sense Financial Services
I was very happy with Sense Financial. I was very nervous about getting into a self-directed IRA as the whole thing from the LLC setup to the IRS rules and regulations regarding self-directed IRA's plus having to contact a Custodian as well was a lot. I thought it would be very complicated, but the team made it very easy. Questions were answered promptly and in depth which is what someone like myself desires. I felt very comfortable and still feel I can call them with any questions that may arise. It is a complicated process, but Sense Financial made it quite simple and for that I am very grateful.
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Very available and responsive to any communication.
They help you create your 401k easily and professionally.
I have considered various different SDIRA custodians and talked with a few of them, but after several years of research, I’m extremely happy I chose Sense Financial.
Sense Financial has guided me all the way, whenever I need them, all I have to do is send an email or make a call.
Unlike some firms I've worked with, they don't abandon you after winning your business, I get regular emails that are very informative and timely.
Just had to answer some questions, signs some paper works and they did the heavy lifting.
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.
Incredibly knowledgeable, willing to listen and understand our goals, and great at communicating and guiding us through the process.
Also, the smooth transition between those steps instilled a great deal of confidence with them from me.
It is if he he has studied this for years and was meant to do this in his life.
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