SECURITY
A fidelity bond of four million dollars along with errors and omissions insurance covers all exchange transactions. This is in addition to utilizing the services of premier F.D.I.C. approved financial institutions. A dual signature program is available to all clients which adds another impressive layer of safety.
EFFICIENCY
Bristol 1031 Exchange Services, Inc. is capable of turning around a transaction within 24 hours. And of course for special occasions we can often produce documents the same day. We not only strive for quickness and accuracy, but more importantly our accounting system keeps accurate records of all funds. Clients can get a verification of funds the same day.
KNOWLEDGE
Bristol 1031 Exchange Services, Inc. utilizes the services of highly regarded certified public accountants and tax attorneys to bolster the strong 1031 exchange experience of our staff.
Danine Trevorrow, our senior coordinator, has worked 1031 exchanges since 1979. She founded and managed her own escrow and exchange companies for many years. She has experience with all types of exchange transactions, including multi-parcel and multi-state exchanges. She holds a California Community College teaching certificate in the area of real estate that is valid for life.
PHILOSOPHY
We do not offer over the web, do-it-yourself, exchanges. Each transaction has different exchange requirements, different tax consequences. It’s not a one size fits all type of purchase. We will patiently explain the financial options and then carefully execute your request. We will give you the safety and personal attention your transaction deserves. Isn’t that what we all want in a trusted advisor? |
