Rex Behrashi CFP Blu Financial 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!

Holley Hoover Andrew is the best tax guy ever !! High quality service, smart, fast, kind and wants the best for you and your family. Also you cant beat the price.

Heather Nyhof About 10 years ago I opened a do-it-yourself-online-trading account because I thought it would be fun. Fast forward a few years and I realized its not fun. I needed someone to take over this account... but I didnt know anyone and I didnt trust anyone. I met Mr. David Green and knew he was the one to help. His personality is warm and friendly, hes not pushy, and you can just tell hes a good guy. And he was able to explain things to me in a way I understood. He took care of the entire process of getting my old account transferred-- all I had to do was sign a few papers and he took care of it all.

Dorian Brandon Anish displayed exceptional customer service skills and very personable. Answered calls,messages and questions right away. So pleased that I am switching all insurance needs over to his office. His parents raised a fine young man.