(800) 431-2834
Banker Exchange, LLC, headquartered in South Carolina, is a qualified intermediary specializing in 1031 exchanges. The company is led by a former CPA with extensive experience as a real estate adviser and investor, ensuring a deep understanding of the complexities of Section 1031 of the Internal Revenue Code. Banker Exchange has successfully handled thousands of exchanges, deferred millions in capital gains taxes, and has a track record of never losing an investor dollar.The company emphasizes a personalized approach by assigning a dedicated Exchange Coordinator to each client, ensuring tailored service and direct access to expert advice. They focus on earning trust, protecting assets, and providing sound advice, maintaining open, honest, and transparent communication throughout the exchange process.Banker Exchange offers a partnership rather than just a service, aiming to guide clients through the nuances of 1031 exchanges with precision and care. Their team is approachable and dedicated to maximizing the value of each exchange, ensuring compliance and the safety of funds. They do not use automated responses or external call centers, instead prioritizing personalized interaction that aligns with clients' investment goals.
Are you the owner?
Forward Exchange
Improvement Exchange
Reverse Exchange
South Carolina
Colorado
Deferred's AI 1031 Research Assistant is trained on 8,000+ pages of US tax law and outperforms human CPAs by 22%+
CHAT NOW
Not all of the information below was verifiable. Are you the business owner?
We have verified this information with the business directly.
The business has not claimed their profile and verified their information.
This business is a member of the Certified Exchange Specialists organization.
It's not clear if this business is a member of the Certified Exchange Specialists.
Number of verified exchanges performed by the business.
It is unclear how many 1031 exchanges this business has completed.
The amount of Errors & Omissions insurance coverage this business maintains.
It is unclear if this business has Errors & Omissions insurance or how much coverage they maintains.
The amount of Surety Bond coverage this business maintains.
It is unclear if this business has a surety bond or how much coverage they maintain.
