Financial Sense LLC

Pam Hoffman

Oct 31, 2024on

Keeley, Call soon!

Kathleen Derian

Nov 10, 2023on

I’m writing with an overwhelming sense of gratitude for the exceptional services provided by Financial Sense after my mother's passing. From the beginning, their team demonstrated a level of compassion and expertise that allowed our family to complete all the administrative tasks we needed to do to complete my mother’s estate.

Abigail Moore

Nov 7, 2021on

Keeley and Becca have been fantastic keeping us organized and on top of our bills and payments. If you are looking to make sense of your financials, you will not be disappointed. They are honest and smart. Best decision I have ever made Positive Responsiveness, Quality, Professionalism, Value

Lori Rosenfeld

Nov 7, 2021on

They are excellent - incredibly organized, efficient and thorough. Their services have made my life so much easier! Positive Responsiveness, Quality, Professionalism, Value

Marjolyn Camilleri

Aug 31, 2021on

Working with Keeley and Becca has made my life worry free! I travel extensively and can rest easy knowing that all my finances are in good order, and all bills are paid on time. I remained in Europe when the borders closed in 2020 and Financial Sense was able to handle all my requests and needs during such a trying time. I cannot recommend them enough!

Karen Goersch

Jul 7, 2021on

I have worked with Financial Sense for more than a decade and they provide a valuable service to my clients at a very reasonable cost. They are trusted and professional, pay bills in a timely fashion, and provide a monthly and annual reporting that is very helpful to their client and their team or professionals, such as CPA, attorney and financial advisor. I highly recommend working with Financial Sense!

Georgette Culucundis Mallory

May 12, 2021on

Financial Sense has changed our lives. They keep track of our bill pay needs, immediately alert us if our bills look out of step, help our accountant prepare our taxes and free us up from so many worries. They are always responsive, available, and professional. They are fantastic resource even on matters not limited to bill pay. You are lucky if they have room to take you on as a client.

Scott Stevens

Apr 16, 2021on

Our family has had the good fortune to work with Financial Sense for more years that I can remember. Keeley and Becca, the two principals, run a great business, are always attentive to our needs, and reflect the highest levels of integrity and professionalism. And, as important, they give us peace of mind that our financials are in good, capable hands.

William Curtis

Feb 10, 2021on

I have been with Financial Sense since 2001. Since coming on board, I have never missed a payment despite multiple relocations and a very busy professional and family life. Financial Sense gives me the peace of mind to focus on my family, my career, and myself, without the burden of worrying about my personal finances. Their professionalism and personal attention to every detail of my account is exceptional.

Molly Dickinson

Nov 7, 2020on

Keeley, Becca and Cynthia at Financial Sense llc. have been invaluable to our family as we navigate the challenges of helping our elderly parents from afar. Their attention to detail and discretion is invaluable. Highly recommend!

JR Sherman

Nov 7, 2020on

It only takes a couple missed mortgage or car payments to trigger penalty fees and impact your credit rating. Ive been working with Financial Sense for 20+ years, and have never missed paying a bill. Beyond that, my access to files, details, statements, and reports is simple with QuickBooks files that are updated by the FS team. Id also add that my tax filings are incredibly simplified, as all my information is now in one place and at my finger tips. I recommend Financial Sense for all the reasons above. Positive Responsiveness, Quality, Professionalism, Value

Sarah Brown

Sep 23, 2020on

I highly recommend Financial Sense, LLC and have been a very satisfied client for over 20 years! Keeley and Becca are professional, personable, honest and extremely detailed oriented. My bills are paid on time and in an organized, easy to understand manner. I have had only positive experiences working with them!