Falcon Wealth Planning - Irvine (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!

Robert Castro It was a long steady process worth waiting! I’m very satisfied on how the whole program went and with such expected positive outcomes. My client service specialist has been very supportive and helpful all throughout the process. Needless to say, Sienna is very professional and courteous in her demeanor. I have been informed of every information and expectations from the very start; from payments up to the timelines, etc. For me, this has been a positive opportunity in my life! Thanks so much for a wonderful life-changing experience!!!

William Van Heusen Helped with LLC formation and were very professional and fast.

Julie Yabumoto Marco Scalco has been doing my taxes for a few years. He is highly professional and efficient. I appreciate how quickly he files my taxes and how quickly my tax returns come. On my visit this tax season, he gave me very good advice on my investments. He not only knows taxes, but he gives great financial planning advice. He took the time to clearly explain things to me. I would give him more than five stars if I could. I sincerely appreciate how he took extra time to explain things to me. I plan to use his great advice so I can better plan my future and be better prepared for retirement.