Congress Asset Exchange, LLC, based in Pennsylvania, was founded by John Maggi, a former Director of Strategic Initiatives at Unisys Corporation. Initially, the company, known as Congress Exchange, catered to tax-advantaged transactions primarily for clients of major U.S. banks. It has since evolved to offer a broader range of services, including Special Purpose Entity (SPE) services for both large and small companies and individuals. The company has experience handling transactions ranging from $100,000 to over $200 million and emphasizes building long-term client relationships. Congress Asset Exchange collaborates with various financial, legal, accounting, and real estate professionals to provide unique strategies and opportunities tailored to meet diverse client needs, including financial, tax, operational, and risk management objectives. They ensure that all SPEs are structured to be confidential, independent, and cost-effective. However, it is not a member of the Federation of Exchange Accommodators.

Corporate Exchange Services, headquartered in Michigan, has been specializing in 1031 exchanges since 1995. They offer a comprehensive range of exchange types including simultaneous and deferred forward, reverse, improvement, and reverse improvement exchanges, covering both real estate and personal property. The company manages all aspects of the exchange process in-house, ensuring personalized service and competitive pricing. However, they are not a member of the Federation of Exchange Accommodators.

Exchange Authority, LLC is a subsidiary of Fidelity Bank, headquartered in Massachusetts. Fidelity Bank, which has been operational for 134 years, is highly rated by Bauer and adheres to a LifeDesign brand promise focused on providing care, clarity, and confidence. The bank ensures that all deposits are insured by the FDIC up to $250,000, with additional coverage provided by the Depositors Insurance Fund (DIF) for amounts exceeding the FDIC limits. This setup guarantees full insurance on deposits, as DIF only insures deposits in Massachusetts-chartered savings and cooperative banks. It is important to note that Exchange Authority, LLC is not a member of the Federation of Exchange Accommodators.

Exchange Services, LLC, a part of Zions Bancorporation and headquartered in Utah, serves as a qualified intermediary (QI) to securely hold funds in a qualified trust account during the period between the sale of your relinquished property and the purchase of replacement property. The company ensures the safety of your proceeds by placing them in FDIC-insured qualified trust bank accounts, which can be with or without interest, or in fully collateralized accounts. Zions Bank acts as the trustee with you as the beneficiary. These accounts are held with Zions Bancorporation affiliates like Zions Bank, California Bank and Trust, Vectra Bank, National Bank of Arizona, and Amegy Bank, with FDIC insurance up to $250,000. Exchange Services, LLC is not a member of the Federation of Exchange Accommodators.

Exeter 1031 Exchange Services, LLC, headquartered in California, positions itself as a financial services firm emphasizing protection, safety, and soundness. The company is not a member of the Federation of Exchange Accommodators. They offer regulatory oversight by choosing to have their clients' 1031 Exchange funds held in separate, segregated Qualified Trust Accounts managed by Exeter Trust Company, which is licensed, regulated, and audited by the Wyoming Division of Banking. Exeter 1031 Exchange Services has accumulated extensive expertise in handling 1031 Exchanges and works closely with clients' advisors on complex issues. They also maintain significant fidelity bond coverage, errors and omissions (E&O) insurance, and regulatory-required equity capital reserves to further ensure client protection.

First American Exchange Company, LLC, based in Utah, operates as a Qualified Intermediary for 1031 exchanges but does not engage in financial or real estate brokerage, agency, or sales. The company explicitly states that it does not provide financial, real estate, tax, or legal advice, and it encourages clients to consult with their own professional advisors. First American Exchange Company, LLC also disclaims any express or implied warranties regarding the information it presents and does not assume responsibility for any errors or omissions in its materials. The company is not a member of the Federation of Exchange Accommodators.

First American Exchange of Skagit County, headquartered in Washington, has been operating since 1971 under the name Guardian Northwest Title & Escrow Company. The company is committed to enhancing the real estate transaction experience for all parties involved. They emphasize the importance of recognizing and fulfilling customer needs and expectations, and they value their contributions to and support from the communities and companies they serve. They are not a member of the Federation of Exchange Accommodators.

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.

Gain 1031 Exchange Company, LLC is a qualified intermediary based in Minnesota, specializing in facilitating 1031 exchanges as required by the IRS. They do not provide legal or accounting advice and recommend consulting with an attorney or accountant. Their services are available in the states of Wisconsin and Minnesota, covering cities such as Minneapolis, Milwaukee, Madison, St. Paul, and others. They also serve property sellers in North Dakota, including Fargo and Bismarck. The company is not a member of the Federation of Exchange Accommodators.

Growth 1031, Inc., headquartered in California, is led by Lance Growth, a nationally recognized expert in 1031 exchanges and opportunity zones. Lance, a graduate of Thomas Jefferson School of Law with a specialization in real estate and tax law, has a track record of helping clients save millions in capital gains taxes. His company is known for its exceptional customer service, often described as "hand holders." Lance's mission is to educate clients thoroughly about the 1031 exchange process and to share his extensive knowledge with a broad audience of real estate investors. Growth 1031, Inc. is distinguished not only as a facilitator of 1031 exchanges but also as a credible source in tax and real estate law. However, it is not a member of the Federation of Exchange Accommodators.

Homestead Escrow & Exchange Company is based in South Dakota and specializes in I.R.C. 1031 exchange transactions. They offer professional intermediary services for all types of real property exchanges. However, they are not a member of the Federation of Exchange Accommodators.

Investors 1031 Exchange, Inc., based in California, focuses on protecting client wealth through 1031 exchanges. The company is formed from an alliance of experienced 1031 exchange professionals who excel in transactional execution, exchanger interaction, and logistics. They also emphasize strategic banking relationships to ensure high security for funds. They promise quick and attentive service at reasonable fees. However, they are not members of the Federation of Exchange Accommodators.

Investors Title Exchange Corporation, headquartered in Chapel Hill, North Carolina, operates with a regional office in Columbia, South Carolina, and has issuing offices across the U.S. The company specializes in writing and supporting residential and commercial title insurance, and offers services related to 1031 like-kind exchanges, as well as coordination, underwriting, and management of complex commercial transactions through its sister companies. Investors Title emphasizes innovation, experience, and customer-centric solutions in real estate transactions. They focus on maintaining financial stability and profitability through sound underwriting practices and strong business partnerships. The company uses the Canada Goose as its corporate symbol, representing teamwork, efficiency, and adaptability, qualities they strive to embody in serving their customers and partners. However, they are not a member of the Federation of Exchange Accommodators.

Iowa Equity Exchange is based in Iowa and offers nationwide Qualified Intermediary services for all types of tax-deferred exchanges. The company focuses on assisting taxpayers who wish to defer capital gain taxes on properties used for investment or business purposes. They emphasize integrity in their actions, precision in documentation, and security for client funds. However, they are not a member of the Federation of Exchange Accommodators.

JTC USA Holdings, Inc., headquartered in California, positions itself as a mission-driven company focused on building partnerships with clients to manage risk, protect assets, and identify opportunities efficiently and cost-effectively. Their vision is to be the leading independent provider of institutional and private client services across multiple jurisdictions. The company emphasizes a corporate culture that prioritizes the collective over individual aspirations, promotes a stakeholder mentality, and supports a meritocratic environment. They are committed to equal opportunities and have a strong set of values that guide their operations and client interactions. JTC USA Holdings, Inc. aims to exceed client expectations through professionalism and precision, uphold integrity, maintain commercial awareness, and drive innovation tailored to individual client needs. They engage and motivate their employees towards a common goal, fostering a skilled and motivated workforce. However, they are not a member of the Federation of Exchange Accommodators.

Land Title Exchange Corporation is headquartered in Colorado and is led by Kacey Neer, who has been with Land Title Guarantee Company since 2013. Initially starting as a wire coordinator in escrow accounting, Kacey moved to the Exchange Department after previously working in the banking industry for eight years. She enjoys spending her free time with her family and exploring new experiences with them. The company is not a member of the Federation of Exchange Accommodators.

Leader1031.com, LLC, operating under Leader Bank, is based in Massachusetts and was founded in 2002. It positions itself as an entrepreneurial financial institution focused on innovative and client-centric banking solutions. The company emphasizes strong client services, offering creative financial products and customized solutions aimed at fostering financial prosperity for individuals, families, and businesses. Leader Bank is also dedicated to community involvement and philanthropy, aiming to be a leading community-based financial institution. It is important to note that Leader1031.com, LLC is not a member of the Federation of Exchange Accommodators.