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1031 Qualified Intermediary

1031 Corporation Exchange Professionals

1031 Corporation Exchange Professionals, based in Longmont, Colorado, has been providing qualified intermediary services for tax-deferred exchanges across the United States since 1990. As a subsidiary of FirstBank, they offer a secure environment for client funds, backed by over $28 billion in assets. The company specializes in complex transactions including reverse and improvement exchanges, and can handle multi-million dollar exchanges in all fifty states. They offer competitive titleholder fees and maintain segregated bank accounts for each exchange to ensure the safety of client funds. Additionally, they are bonded and insured, holding both a fidelity bond and professional liability insurance. Their team collaborates with realtors, attorneys, and tax professionals to offer comprehensive exchange consultation, guidance, and preparation. They pride themselves on high-level customer support and competence throughout the exchange process.

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Services & Pricing

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Forward Exchange

Unknown

Improvement Exchange

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Reverse Exchange

Unknown

Coverage Area

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Colorado

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Kelly Lacert, CES®
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Business Info

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CES Certified

This business is a member of the Certified Exchange Specialists organization.

CES Certified

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Exchanges Completed

Number of verified exchanges performed by the business.

Exchanges Completed

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Years of Experience

Number of years 1031 Corporation Exchange Professionals has been in business.

Years of Experience

It is unclear how long 1031 Corporation Exchange Professionals has been in business.

E&O Insurance

The amount of Errors & Omissions insurance coverage this business maintains.

E&O Insurance

It is unclear if this business has Errors & Omissions insurance or how much coverage they maintains.

Surety Bond

The amount of Surety Bond coverage this business maintains.

Surety Bond

It is unclear if this business has a surety bond or how much coverage they maintain.

FAQs

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