Below is a list of Qualified Intermediaries with whom our company and clients have worked.
Clients and Professionals seeking the service of a Qualified Intermediary and would like our opinion may contact us by This e-mail address is being protected from spambots. You need JavaScript enabled to view it or phone (877) 255-1031.
Click on the states below to view Qualified Intermediaries.
- New York
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Marie Flavin, Esq., CES
Investment Property Exchange Services
80 Business Park Dr., Ste. 205
Armonk, NY 10504
Phone (914) 273-7160
Toll Free (877) 230-1031
Fax (914) 948-3166
Cell (917) 586-5604
This e-mail address is being protected from spambots. You need JavaScript enabled to view itMichael Brady, Esq.
Asset Preservation, Inc.
125 Baylis Road, Suite 201
Melville, NY 11747
Phone (866) 394-1031 X504
Fax (631) 614-7955
This e-mail address is being protected from spambots. You need JavaScript enabled to view itDiane Schaefer, CES
Exchange Solutions, Inc.
106 Woodcleft Ave., Ste. C
Freeport, NY 11520
Phone (516) 771-2400
Fax (516) 771-2500
This e-mail address is being protected from spambots. You need JavaScript enabled to view it - Connecticut
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Anthony Lombardi, Esq.
CATIC Exchange Solutions Inc.
101 Corporate Place
Rocky Hill, CT 06067-1895
Phone (860) 513-3131
Fax (860) 513-3132
This e-mail address is being protected from spambots. You need JavaScript enabled to view it - Massachusetts
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Patricia Flowers, CES
Investment Property Exchange Services
133 Federal St., 12th Floor
Boston, MA 02110
Phone (617) 423-1031
Fax (617) 350-8826
Cell (617) 899-4718
This e-mail address is being protected from spambots. You need JavaScript enabled to view itTim Halligan
Marie Dias
Exchange Authority
9 Leominster Connector, Ste. 1
Leominster, MA 01453
Phone (978) 433-6061
Fax (978) 433-6261
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
This e-mail address is being protected from spambots. You need JavaScript enabled to view itAndrew Gelson
Thomas St. Jean
Compass Exchange Advisors
288 Union St.
Rockland, MA 02370
Phone (508) 830-1188
Fax (508) 830-1288
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
This e-mail address is being protected from spambots. You need JavaScript enabled to view itBrian McNulty
Nationwide Exchange Services
1001 Hingham St., Ste. 300
Rockland, MA 02370
Phone (877) 871-7022
Direct (781) 616-0315
This e-mail address is being protected from spambots. You need JavaScript enabled to view it - New Jersey/Pennsylvania
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David Gorenberg, Esq.
Citibank
Financial Intermediaries Group
1650 Market St., Ste. 3550
Philadelphia, PA 19103
Phone (267) 385-3624
Fax (267) 385-3650
Cell (856) 905-0407
This e-mail address is being protected from spambots. You need JavaScript enabled to view itScott Rotkowitz, Esq.
Investment Property Exchange Services
3705 Quakerbridge Road, Suite 205
Mercerville, NJ 08619
Phone (866) 588-1031
Fax (609) 587-0182
Cell (609) 709-7631
This e-mail address is being protected from spambots. You need JavaScript enabled to view it - North Carolina
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Nichol Phillips
Wells Fargo 1031 Exchange Services
100 North Main St.
Winston Salem, NC 27101
Phone (888) 693-5566 X8
Fax (336) 732-1031
This e-mail address is being protected from spambots. You need JavaScript enabled to view it - Florida
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John King, Esq.
Claudia Kiernan, Esq.
Investment Property Exchange
770 A1A Beach Blvd., Unit A
St. Augustine, FL 32080
Phone (904) 461-9977
Fax (904) 461-0311
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
This e-mail address is being protected from spambots. You need JavaScript enabled to view it - Virginia
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Bill Horan
Realty Exchange Corp.
7400 Heritage Village Plaza, #102
Gainesville, VA 20155
Toll free: (800)795-0769
Fax: (703)754-0754
Cell: (703)606-2761
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
