Sense Financial Services LLC - Anaheim (CA)

Karen L. Fisher If I could give this company a zero rating I would. Working with Adam Ghinazzi has been one of the worst experiences Ive had when it comes to working with investment advisors. He never returns phone calls, still has an old contact name and e-mail attached to the accounts and has consistently ignored client instructions. His poor customer service led to a large amount of money getting misdirected and it is taking months to fix the problem. Its been extremely stressful working with him. I hope his company will do something to improve the level of service so no other client has to experience this level of frustration and of being ignored. Clients deserve better. Im a trustee and Im settling the estate for Adams client. Out of respect for all the years he worked with this client, I would expect him to be responsive to the needs of the current situation which is making sure the money is distributed properly so the heirs can receive their money.

Anthony Kang Shamal was awesome in helping me resolve my old tax return issues. He responded to my reach out the very next morning, told me the exact documents he needed AND how to get them, and came up with a solution within a day. Luckily, my issue was able to be handled on my own thanks to his detailed instructions. Will definitely look to work with Shamal again as my filings become more complicated.