Merrill Lynch Wealth Management - Bakersfield (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!

Jean Hata I worked with Bertha at Farmers and couldnt have been more pleased with her service. She was professional yet down to earth in getting insurance for us when others would not or give us the run around. I liked her confident demeanor and felt like I knew her for years but its only been months. Instead of 5 stars I wish I could give 20. Thank you Bertha for being such a great agent!!!