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1031 Qualified Intermediary

Banker Exchange, LLC

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.

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Services & Pricing

Not Verified
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Forward Exchange

Unknown

Improvement Exchange

Unknown

Reverse Exchange

Unknown

Coverage Area

Not Verified
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South Carolina

Colorado

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Who works at Banker Exchange, LLC?

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John Boyd
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Matt Linville
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Rachel Landreth, CES®
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Business Info

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Verified by Deferred

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Not Verified by Deferred

The business has not claimed their profile and verified their information.

CES Certified

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

CES Certified

It's not clear if this business is a member of the Certified Exchange Specialists.

Exchanges Completed

Number of verified exchanges performed by the business.

Exchanges Completed

It is unclear how many 1031 exchanges this business has completed.

Years of Experience

Number of years Banker Exchange, LLC has been in business.

Years of Experience

It is unclear how long Banker Exchange, LLC 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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