Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Mr. Kumar can be reached at (818)710-8721 and (818)406-0792 or via email to firstname.lastname@example.org.
1031 Exchange Intermediary
Ron has been an exchange intermediary for over 25 years. He can be reached direct on his phone 408-483-1031.
Sid Jain, MA Economics
1) Gautam Kumar, CPA
2) Thangapandi Sridhar, Software Engineer
3) Joe Sabatino, Behind the Talk
CEO, Exchange Intermediary
1031 Tax Deferred Exchanges from Exeter 1031 Exchange Services, LLC Exeter 1031 Exchange Services, LLC is a leading national provider of comprehensive 1031 exchange services, which include functioning as the Qualified Intermediary...
1031 Exchange Intermediaries
Business, Auto, Home, Commercial Insurance-Property and Casualty Agents or companies
Cellular/Mobile Phone Equipment, Service Plans
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.