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1031 Qualified Intermediary

Safe Harbor Exchange, Inc.

Safe Harbor Exchange, Inc., headquartered in California, was established in January 2000. The company has assisted over 30,000 real estate investment holders in deferring federal and state capital gains taxes and recaptured depreciation upon the sale of their properties. As a member of the Federation of Exchange Accommodators, Safe Harbor Exchange, Inc. is recognized as a leader in IRC § 1031 Exchange Intermediary services. They emphasize their commitment to honesty, accuracy, speed, and affordability. Their staff is described as knowledgeable and dedicated to providing service with integrity. Additionally, the company ensures that their accounts are bonded and insured to safeguard the funds of their clients, ensuring they are available for the successful conclusion of exchanges.

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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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California

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Who works at Safe Harbor Exchange, Inc.?

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Patrick McGinnis
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Business Info

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Verified by Deferred

We have verified this information with the business directly.

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 Safe Harbor Exchange, Inc. has been in business.

Years of Experience

It is unclear how long Safe Harbor Exchange, Inc. 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

What People Ask Safe Harbor Exchange, Inc.

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