Testimonials

Join our ever-growing list of satisfied clients.  Our testimonials are taken verbatim from unsolicited correspondence with clients.


In regards to our professional administrative staff...


Just a quick note to let you know how impressed I am with your level of service and efficiency.  I have numerous opportunities to work with exchange specialists and I can tell you that they are not always at your level.

Christine C.



I always have you as my #1 choice for an exchange company.  You all are great.

Alma C.



Just wanted to thank you for a perfect, professional and efficient
exchange.  Should I or anyone I know need these services in the future, there can be no better company or exchange professional to deal with!

Sincerely,
James F.



Just wanted to say "thank you" for all your help doing this 1031.  It's our first one but your professional team made it very painless and helped us every step of the way.  I don't normally send thank you emails to companies but you guys did a really good job.

Melinda G.



I recently completed my first 1031 exchange with [your staff] assisting me.  It was a reverse exchange... In every case, [your staff members were] patient, knowledgeable, and easily accessible.  As the actual transactions were taking place, [your staff] was extremely efficient in dealing with the title companies, mortgage companies, real estate agents, and myself.  They were a real example of professionalism and competence.  For example, [a staff member] managed to save my paying $4,000 for a mortgage payment due just 2 days after the close of escrow on the relinquished property by her proactive dealing with the mortgage company.  She managed to complete their "payoff" process using the equity from that property just in the nick of time.

One of the title companies, [nationwide title company], commented that they deal with a lot of exchange companies and they have never found the quick response and efficiency displayed by Exchange Resources.  They plan to recommend others to your company.  Actually, you are the third exchange company that I talked with prior to this exchange.  Both of the other two were discouraging or inaccurate in their recommendations. 

Thank you again for creating the organizational climate that you have.  I give my highest evaluations to [your staff].

Collen S.


Many thanks to your excellent staff for your help and perseverance on this one!

Daniel R.


Thank you for all your help on our past exchange!  You guys are great.

Annette B.


Of the 50 or so homes I've bought and sold over the last 25 years, this has probably been the one with the most problems.  Very poor communications, lender made a mistake and quoted the wrong interest rate . . . and the list goes on.

I have to say, the one thing that has consistently gone right is the service I have gotten from you and others who have covered in your absence.  This is the second transaction I've had with you and have been extremely pleased both times.

Thank you so much for all your help and especially for being so fast acting when others have dropped the ball.  The title company I used for [this exchange] thought so also and I told them this was my second exchange with you and have been very happy both times; so I hope they will refer some clients to you. I know I've referred a few myself and will continue to do so.

Denise L.


It has been a pleasure doing this exchange through your company.  [Your staff] is a great asset . . .  and is a pleasure to talk to and is knowledgeable.

James D.

Just wanted to drop you a few lines and thank you for all your assistance. You have been very helpful and much appreciated. This was my first reverse exchange and you made it feel rather easy.  Guess I did not expect anything different since I have been working with [Exchange Resources] for a long time.  Exchange Resources is, and has been, my "security blanket" and I refuse to have anyone else do any of my exchanges.

Thanks again, it was a pleasure to work with you.  Guess we will be getting together when we sell the exchange property.

Mary H.



Thank you so much for your help...
Just so you know I always refer our clients to your company, you give EXCELLENT service.  Thank you.

Danna F.


As always it was a pleasure speaking with you, as you are always in a good relaxed mood.  What a gift.  Thank you for your help, this was my very first 1031 exchange and you made it very easy.

Odete C.


Thank you for all your hard work you put into this file.  I know it was all last minute and I really appreciate your help.  You went the extra mile.  I will definitely send more deals your way.

Craig W.


Just a quick note to thank you for all your hard work with the 1031 exchange. . . After a few bumps in the road . . . our closings on this end went smoothly and you were a big part of that.  Thank you for a job well done!

Sandy S.


I have been very happy with the service you have provided and intend to utilize your firm on my next 1031 exchange.

Sheri C.


It has been a pleasure working with you and I am pleased at how smoothly everything went with your company.  You did a great job!  Thank you.

Bunny B.



I've worked with several exchange companies, and you are BY FAR the best to work with for multiple reasons.  I would love to work with you again in the future.  Your company made my job EASY!

Christi F.


Thank you so very much for the great service we received with our exchange.  It was wonderful to work with a company who handled everything with one request.  We really appreciate your efficacy.   Thanks again!

David & Marsha D.



This is the best exchange company by far!

Tim H.


Just wanted to send a quick note to thank you for the always pleasant, responsive and knowledgeable help I received from you during this first 1031 exchange experience for me!

It seems all went fairly smoothly, and I look forward to working with you in the future whenever another opportunity arises.

Please do keep in touch. Thank you all again for your wonderful service and professionalism!

Didi Y.

You constantly amaze me. Just when I think I am getting caught up and ahead of the game, Zap!!! You get things done above my wildest expectations. I do want you to know that I really appreciate your efficiency. Something to emulate.

Dail K.

Thanks so much, I referred these people to you from past experiences with you and once again, your whole office supported this file beautifully.  The clients were so happy to find out that they collected interest, as they were not expecting it.  You guys are ABOVE AND BEYOND and I just gave out your name again to some clients that will be getting in touch with you.

Sincerely,

Audrey P.



My seller did decide this morning to go forward with a 1031 exchange.   Just an FYI; I called you office, got [your staff], faxed to her, and had the exchange package in my email before lunch!   KUDOS!   YOU GUYS ARE THE BEST!

Mary L.


I just wanted thank you for all that you did to make the transaction a smooth one.  You have been extremely punctual, professional and accommodating! It has been a real pleasure to work with you!

Sincerely,
Pam and Bill H.


In regards to our knowledgeable marketing staff...


Thank you so very much for talking to us yesterday about 1031 Exchanges.  I'm so happy to now have you as a resource.  Your detailed explanation was extremely helpful to me and your tips will do wonders for my business.  Much appreciated.

Thank you so much.  
Cheers!

Doug R.


I attended your 1031 Tax Deferred Exchange class . . . and really enjoyed it.  You were able to take a rather dry subject and make it interesting and engaging.  Thank you for that.

. . . I am going to recommend you and your firm to my clients for their 1031 exchanges.

Peter Y.


As a mortgage adviser, the class was a great asset to me and really increased my knowledge concerning 1031 [exchanges].  I have your contact information for any transactions that require your services.  Please give me a call and let me know if we can schedule an event and have you come out again for another class.  I have spoken with other associates who want to participate.

Marc E.


Thank you so much for all your hard work in getting our two 1031 workshops organized and run so smoothly over the past few weeks.  
I had really positive feedback about both the content of the workshops, and about you.

All our attendees were very impressed with the workshop contents and with how you presented material and handled questions.  Several participants complimented your presentation cadence and rhythm (even in the face of regular interruptions from the audience!) [and] were happy that you recapped/reviewed all the material at the end... Overall, I heard nothing but compliments about you from all our clients who participated in both workshops.

I'm looking forward to scheduling future presentations; it's wonderful working with someone so organized and professional.

Tissa R.


Just wanted to thank you again for your help on my work with [my client's] partnership interest... I appreciate your expertise and am thankful that you would take the time to help steer us in the right direction and keep me aware of the problematic areas.

I have added you to my short list of resources and my number one resource when it comes to 1031 exchanges -  you and your firm's members are forthright and quick in response to my questions.  As a high-end Certified Financial Planner who gives clients the absolute best advice and service throughout their financial lives, I am thankful to have access to experts like you to help me answer my client's questions and find the best solution possible for each situation.

Your time and effort ... and willingness to give before gaining ... did not go unnoticed.

John B.


Thank you for arranging an awesome class last week. You have been consistent in reliability and your personal presentations have been excellent...a reflection I'm sure of Exchange Resources. One of our agents has referred an exchange and I'm sure more are coming your way.

Tell your boss that you deserve a raise!

Lorraine S.