Paul Cahalan - Financial Advisor, Ameriprise Financial Services, LLC - Monterey (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!

LA R Very attentive financial advisor, Henry Franciotti.

Trevor K Fatima and her crew were amazing to work with. We were on a bit of a time crunch and they did everything possible to get us prequalified and locked in asap. They were clear, responsive, personable, and incredibly knowledgeable! If you’re looking for a loan I would highly recommend Humboldt Mortgage. Incredibly positive experience!