Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS® - Concord (CA)

Sarah Miryam Small community run, homey, quirky limited access when closed but excellent quality of service and fair policies and practices that more than make up for it. Human interaction valued over high tech services which is a welcome departure from the usual digital grind.

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!