David Fanucchi - UBS Financial Services Inc. - Carmel (CA)

Nancy Oyer 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!

mary myers I was pleasantly surprised at the level of knowledge Edward French demonstrated during our first appointment. Prior to today’s appointment, I had a phone consultation regarding Capital Gains taxes from the sale of a home. He assisted me in the preparation of the data he needed to prepare my returns. I found him easy to work with and actually enjoyed our appointment.

Joey G I have gotten many loans from Bernie over the past 20 years. New houses Ive purchased as well as re-finances. Before Bernie, Ive used several others but have never been back to them. After my first loan with Bernie, I never looked any further. I go to him every time. He knows what hes doing, hes totally honest, wont steer you wrong, and hes a great guy to sit and talk to. Hes the best.

Kathy Adcock Because i had a lot of gift cards there

Jared Guerrero They close at 4 pm, not 5pm.