Edward Jones - Financial Advisor: Joe Boche - San Luis Obispo (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!

Ana McCarty Working with Alfonso Delgadillo and his amazing team—Alexis and Amanda—was truly a 5-star experience! As first-time homebuyers, we were nervous about the process, but this team made everything smooth, straightforward, and incredibly efficient. Alfonso was knowledgeable, patient, and always available to answer questions or explain next steps. His professionalism and genuine care were apparent from day one. What really made a difference was how Alexis and Amanda stepped in during escrow—they were absolutely essential in keeping everything on track and pushing things forward with precision and care. Their coordination, responsiveness, and attention to detail helped us feel confident and supported through every milestone.

DJ ThinK Best around.

Winthrop REMEMBER YOU MOST LIKELY WILL PAY BACK A LOT MORE WHAT THEY LOAN YOU. IN MY CASE 22.42% LOOK AT THE YOU WILL PAYBACK VERY VERY VERY CAREFULLY. I can only suggest you read the fine print very carefully, While they try to be upfront at the time you sign the dotted line they have slick, fast talking people who will rush you through the process before you can clearly process how much you really are committing to payback. Even telling you that you are really getting a great deal and in my case, telling me that in the long run it will HELP MY credit. I consolidated a large credit card balance (like borrowing from Peter to pay Paul kinda thing) and in the long run it hurt my credit. All I saw was a quick fix. I was DESPERATE like most people that go to a place like this. Today I got my Title back a sense of relief, Lesson learned never to get that way again. TAKE-A-WAY READ BEFORE YOU SIGN AND INVESTIGATE OTHER OPTIONS BEFORE YOU GO HERE. DO NOT GET RUSHED INTO SIGNING ANYTHING!

Big Tim This place is great, they gave me a loan when I needed money!!! But you need a personal check to give them and a bank statement that gets a direct deposit

Tony Geravesh A seamless, professional, and stress free process dealing with my taxes through Geravesh inc. I will not go anywhere else after working with Aryan. Everyone knows how stressful tax season can be and Aryan takes that and makes it completely stress free. Im very grateful for him!