Jackie and Daniel did a great job ensuring we managed our recent 1031 exchange

Dian Cook helped us and she was very professional, responsive, and a good teacher about the process. She worked with all parties, escrow, title, realtors on both sides and was the most helpful of all of the people we worked with. Also, no charge.

Plenti Financial made the 1031 process easy. Our exchange agent Aaron was responsive, which was greatly appreciated. Closing on the new property was seamless.

Nearly seamless. Everyone on the team is efficient and effective. If things go wrong, they are remedied with haste and care. The people are better than the technology (I found their Portal to be confusing and counterintuitive.) Technology notwithstanding, I would leap to work with Plenti again.

I was quite clueless about the 1031 exchange process. Aaron and Marcia guided me at every step of the process. My messages and questions were always returned and answered in a timely manner. I am very satisfied with Plenti Financial and their service and highly recommend them to others.

I was new to the process. With their help I completed the exchange successfully. Their website was educative. Marcia, David and Aaron were extremely helpful. Specially, it was a pleasure working with Marcia. When she was not available, there was a seamless handholding from others. Professional, responsive, supportive. They guided me through the 1031 process and helped with every step of the way. Strongly recommended.

I had a pleasant experience with 1031 Exchange Advantage. They made the process easy and automated. More importantly, they were always available to answer my questions when I called. Both Marcia and Aaron were always friendly and resourceful. I plan to use their service again for future exchanges.

Marcia and the 1031 Exchange Advantage team were tremendous in helping me complete my first 1031 exchange. The team was responsive on email and also made themselves available for phone calls whenever I felt that was necessary. Their documentation reminder platform was easy to navigate and I appreciated how they kept up on deadlines. Nothing fell through the cracks!

Jackie and Daniel did a great job ensuring we managed our recent 1031 exchange

Dian Cook helped us and she was very professional, responsive, and a good teacher about the process. She worked with all parties, escrow, title, realtors on both sides and was the most helpful of all of the people we worked with. Also, no charge.

Plenti Financial made the 1031 process easy. Our exchange agent Aaron was responsive, which was greatly appreciated. Closing on the new property was seamless.

Nearly seamless. Everyone on the team is efficient and effective. If things go wrong, they are remedied with haste and care. The people are better than the technology (I found their Portal to be confusing and counterintuitive.) Technology notwithstanding, I would leap to work with Plenti again.

I was quite clueless about the 1031 exchange process. Aaron and Marcia guided me at every step of the process. My messages and questions were always returned and answered in a timely manner. I am very satisfied with Plenti Financial and their service and highly recommend them to others.

I was new to the process. With their help I completed the exchange successfully. Their website was educative. Marcia, David and Aaron were extremely helpful. Specially, it was a pleasure working with Marcia. When she was not available, there was a seamless handholding from others. Professional, responsive, supportive. They guided me through the 1031 process and helped with every step of the way. Strongly recommended.

I had a pleasant experience with 1031 Exchange Advantage. They made the process easy and automated. More importantly, they were always available to answer my questions when I called. Both Marcia and Aaron were always friendly and resourceful. I plan to use their service again for future exchanges.

Marcia and the 1031 Exchange Advantage team were tremendous in helping me complete my first 1031 exchange. The team was responsive on email and also made themselves available for phone calls whenever I felt that was necessary. Their documentation reminder platform was easy to navigate and I appreciated how they kept up on deadlines. Nothing fell through the cracks!