Our Client Testimonials

Clients come and clients go and then come back again when they sell to avoid paying all the old taxes when selling their real estate!!

Many of our clients have turned into evangelists to spread the good word to their friends. Take a look below at what people have been saying about us all through our 35 years. All these people can't be wrong!

What People Say About Us:

"I am going to like working with you...I love how responsive you are!" Darnyl A. 6/1/2015

"Thank you so much for all of your help to close on the property. It has been a pleasure working with you…. Incredibly efficient I must say. Thanks again and I hope we can do business again." Paul H. 4/1/2014

"The first exchange company I used was nothing like you - they actually lost $20,000 for 3 days!!! They had it floating around somewhere and just had no idea where it went! With you, I never once doubted the security of my funds. Thank you for an absolutely stress-free exchange." Tony D. 1/3/2012

"YOU GUYS ARE AWESOME! Thank You for pulling through for me... BIG TIME ! If you had not gone above and beyond the normal business guidelines, I would have had a dead deal.....FOR SURE ! By moving as quickly as you all did, in the final hours of this deal, you helped save me over $50,000. As you know, I referred someone to you today, so he too could have the enjoyable and easy exchange experience that I had. ps.... I am doing my other exchange with you in less than a month. Thanks everybody!" Mike P 3/4/2001

"Your seminar allowed me to master concepts that have made me absolutely confident in suggesting exchanging, giving me the ability to reach into another avenue of the business I've never been able to develop before. Talk about powerful! That very day I came out of the seminar I gained one new client and 4-5 transactions. Thank you!" Katherine G. 10/2/2004

"You saved my client over $14,000 in less than 1 hour! The prompt attention I received was unbelievable! There is no doubt your team knows exactly what you're doing!" Jim K Landmark Brokers 11/4/2001

“I love working with your team! I always receive prompt attention and your staff accommodates all my needs. I’ve just opened my 10th exchange with you and wouldn’t think of using anyone else. I would refer my friends and fellow investors to you, but they all already use you!” Judy G

"I feel rich with information and look forward to receiving your updates." Barbara L.

“Thanks for the expert guidance you gave me, David. Your staff was great. Even giving you less than 24 hours notice to wire out my funds was no problem. There is no doubt that I will be opening my next exchange with you.” Gerald W

“Dear David, Thank you for your 1031 exchange presentation. I found it informative and thought provoking as an agent and a real estate investor.” Jim C Prudential CA Realty

"I've been telling everyone I know about how great my first exchange experience was with you! I could not be more pleased at how everything was handled from the very beginning. Your support and professionalism are outstanding!" Gil S, Ph.D. 2/4/2013

"Staying on top of the current tax laws is a task best left to specialists. And we are grateful for the information David provided." Sharon P

"Your creative solutions for my clients' complex exchange transaction saved her from having to pay over $50,000 in capital gains taxes! Thank you for making a complicated situation simple." Ben B Keller Williams Realty 2/3/2011

"I could not be more impressed at how you handled my exchange so quickly and professionally! Talk about the 1031 Exchange ADVANTAGE: my experience was quick and easy, and all your paperwork was clear and extremely easy to understand. Not only am I referring every seller I know to you, I can't wait to open my next exchange with you! Thank you!!!" Abel D

"I have referred several clients to your company after I called you for some information. Your expertise and friendly demeanor helped sell me and I have been referring you clients since. I even put your link on my website!" Bob D 3/7/2010 Express Funding

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