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1031 Qualified Intermediary

First General Bank

First General Bank is a full-service commercial bank based in Southern California, focusing on serving small to medium-sized businesses and individuals in the region. It emphasizes personalized service and offers a range of traditional and online banking products and cash management services. The bank is recognized for its deep community ties and commitment to superior customer service. Additionally, First General Bank is certified by the U.S. Department of the Treasury as a Community Development Financial Institution (CDFI), which underscores its mission to promote community development and serve low-income and underserved communities, including lending to minorities. However, it is not a member of the Federation of Exchange Accommodators.

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Services & Pricing

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Forward Exchange

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Improvement Exchange

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Reverse Exchange

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Coverage Area

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California

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Jennifer Ku
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Business Info

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CES Certified

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CES Certified

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Exchanges Completed

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Exchanges Completed

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Years of Experience

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Years of Experience

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E&O Insurance

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E&O Insurance

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Surety Bond

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Surety Bond

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