Privacy Policy

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Federal law and professional ethics requires financial service providers, including 1031 Exchange Qualified Intermediaries, to describe to their clients how personal information about them is collected, maintained and disclosed. The 1031 Exchange Experts, LLC is committed to protecting the privacy of the all information entrusted to us by our clients. Our privacy policies include the following practices:

Information We Collect: We collect nonpublic personal information about you that is provided to us by you or obtained by us from third parties with your authorization.

Information We Share: For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice, except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In such situations, we stress the confidential nature of our disclosure.

Protecting Your Information: We collect and retain records relating to the professional services we provide, so that we can assist you with your professional needs and comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality 1031 Exchange services are very important to us.