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November 2023 by Kathleen Derian
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.
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September 2021 by Marjolyn Camilleri
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!
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August 2021 by Karen Goersch
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!
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June 2021 by Georgette Culucundis Mallory
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.
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May 2021 by Scott Stevens
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.
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April 2021 by Lori Rosenfeld
They are excellent - incredibly organized, efficient and thorough. Their services have made my life so much easier!
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March 2021 by William Curtis
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.
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February 2021 by JR Sherman
It only takes a couple missed mortgage or car payments to trigger penalty fees and impact your credit rating. I've 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. I'd 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.
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February 2021 by Abigail Moore
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
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November 2020 by Sarah Brown
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!
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November 2020 by Lizzie Eifler
Keeley - and now her daughter Rebecca as well - have been handling all of my bill payments, including taxes for 20 years. I work a lot and the last thing I want to do at the end of the day is deal with "the bills". Thanks to Financial Sense I never have to worry that anything is paid late and it has left me with a stupidly high credit rating. Every month I get a folder showing me in great detail everything related to cash flow. They are implicitly trustworthy, thorough and a joy to deal with and honestly have been life-saving for me. I can't recommend them highly enough.
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November 2020 by Molly Dickinson
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!
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June 2020 by Lizzie E.
I should have written this review years ago. Keeley - and now her daughter Rebecca as well - have been handling all of my bill payments, including taxes for 20 years. I work a lot and the last thing I want to do at the end of the day is deal with "the bills". Thanks to Financial Sense I never have to worry that anything is paid late and it has left me with a stupidly high credit rating. Every month I get a folder showing me in great detail everything related to cash flow. They are implicitly trustworthy, thorough and joy to deal with and honestly have been life-saving for me. I can't recommend them highly enough.
