Experts you may use
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.
Associates
Brent Abrahm
CEO
Disclaimer :
Gautam Kumar, CPA
Accountant
Mr. Kumar can be reached at (818)710-8721 and (818)406-0792 or via email to gautamkumar@sbcglobal.net.
Martin Lowe, CPA, MBA, EA
Accountant
Ron Ricard
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
President
Video Testimonials:
William L. Exeter
CEO, Exchange Intermediary
(619) 615-4205
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
Brent Abrahm
CEO
Disclaimer :
Gautam Kumar, CPA
Accountant
Mr. Kumar can be reached at (818)710-8721 and (818)406-0792 or via email to gautamkumar@sbcglobal.net.
Martin Lowe, CPA, MBA, EA
Accountant
Ron Ricard
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
President
Video Testimonials:
William L. Exeter
CEO, Exchange Intermediary
(619) 615-4205
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...
Equity Preservation
Brent Abrahm
CEO
Disclaimer :
Gautam Kumar, CPA
Accountant
Mr. Kumar can be reached at (818)710-8721 and (818)406-0792 or via email to gautamkumar@sbcglobal.net.
Martin Lowe, CPA, MBA, EA
Accountant
Ron Ricard
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
President
Video Testimonials:
William L. Exeter
CEO, Exchange Intermediary
(619) 615-4205
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...
Churchill Exchange
Brent Abrahm
CEO
Disclaimer :
Gautam Kumar, CPA
Accountant
Mr. Kumar can be reached at (818)710-8721 and (818)406-0792 or via email to gautamkumar@sbcglobal.net.
Martin Lowe, CPA, MBA, EA
Accountant
Ron Ricard
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
President
Video Testimonials:
William L. Exeter
CEO, Exchange Intermediary
(619) 615-4205
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...
IPX Exchange
Brent Abrahm
CEO
Disclaimer :
Gautam Kumar, CPA
Accountant
Mr. Kumar can be reached at (818)710-8721 and (818)406-0792 or via email to gautamkumar@sbcglobal.net.
Martin Lowe, CPA, MBA, EA
Accountant
Ron Ricard
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
President
Video Testimonials:
William L. Exeter
CEO, Exchange Intermediary
(619) 615-4205
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...
Starker Exchange
Brent Abrahm
CEO
Disclaimer :
Gautam Kumar, CPA
Accountant
Mr. Kumar can be reached at (818)710-8721 and (818)406-0792 or via email to gautamkumar@sbcglobal.net.
Martin Lowe, CPA, MBA, EA
Accountant
Ron Ricard
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
President
Video Testimonials:
William L. Exeter
CEO, Exchange Intermediary
(619) 615-4205
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...
Accountant
Brent Abrahm
CEO
Disclaimer :
Gautam Kumar, CPA
Accountant
Mr. Kumar can be reached at (818)710-8721 and (818)406-0792 or via email to gautamkumar@sbcglobal.net.
Martin Lowe, CPA, MBA, EA
Accountant
Ron Ricard
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
President
Video Testimonials:
William L. Exeter
CEO, Exchange Intermediary
(619) 615-4205
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...
Business, Auto, Home, Commercial Insurance-Property and Casualty Agents or companies
Brent Abrahm
CEO
Disclaimer :
Gautam Kumar, CPA
Accountant
Mr. Kumar can be reached at (818)710-8721 and (818)406-0792 or via email to gautamkumar@sbcglobal.net.
Martin Lowe, CPA, MBA, EA
Accountant
Ron Ricard
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
President
Video Testimonials:
William L. Exeter
CEO, Exchange Intermediary
(619) 615-4205
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...
Cellular/Mobile Phone Equipment, Service Plans
Brent Abrahm
CEO
Disclaimer :
Gautam Kumar, CPA
Accountant
Mr. Kumar can be reached at (818)710-8721 and (818)406-0792 or via email to gautamkumar@sbcglobal.net.
Martin Lowe, CPA, MBA, EA
Accountant
Ron Ricard
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
President
Video Testimonials:
William L. Exeter
CEO, Exchange Intermediary
(619) 615-4205
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...
Client Centered
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.