Exchange Resources, Inc.
Organization Overview
Choosing the best Intermediary
An investor should be selective in choosing a Qualified Intermediary (“QI”). Choosing a professional QI with financial strength is paramount to a successful exchange.
Your Exchange Expert
ERI is one of the largest independent QI’s in the nation having served tens of thousands of individual and institutional investors across the country and abroad. ERI enjoys a successful history of assisting investors in realizing the advantages of 1031 exchanges.
ERI’s Financial Strength
ERI appreciates the paramount importance of securing investors funds and does so by maintaining:
▲ Fidelity bond insurance coverage
▲ Errors and omissions insurance coverage
▲ A separate bank account for each investor
An investor should be selective in choosing a Qualified Intermediary (“QI”). Choosing a professional QI with financial strength is paramount to a successful exchange.
Your Exchange Expert
ERI is one of the largest independent QI’s in the nation having served tens of thousands of individual and institutional investors across the country and abroad. ERI enjoys a successful history of assisting investors in realizing the advantages of 1031 exchanges.
ERI’s Financial Strength
ERI appreciates the paramount importance of securing investors funds and does so by maintaining:
▲ Fidelity bond insurance coverage
▲ Errors and omissions insurance coverage
▲ A separate bank account for each investor
Contacts
Franck Bideau
Vice President
Debbie Bannister
Vice President
Josh Pena
Naomi Booker
Listing Category
Estate Planning, Investments, Multi-Family Advisory Services, Tax Planning