Why Choose First Guaranty Exchange?
- Security of Funds.
One of the most anxious decisions involved in the selection of a qualified intermediary is whether or not you can trust that company to properly handle and deliver your exchange funds. First Guaranty Exchange Company relieves you of this concern. As a wholly owned subsidiary of First American Title Guaranty Holding Company, every transaction is provided the protection of First American Corporation's $12 Million Fidelity Bond and $22.5 million Errors and Omission insurance coverage. Additionally, our clients funds are never combined, we place them in separate identifiable accounts. We have the strength and security you can trust.
- Expert Exchange Knowledge.
Since the timing of your transaction is essential, the exchange company must be able to function smoothly with all parties involved in the exchange. Our staff has over 75 years of combined exchange experience, and as a result we are particularly suited to anticipate your concerns and questions, as well as those of your realtor and settlement agent. Additionally, we work closely with your legal or tax advisor to make sure the exchange is properly structured.
- Concise and Complete Documentation.
Our documentation has met the approval of foremost law firms specializing in the area of IRC Section 1031. Designed to simplify the exchange process we prepare the following documents to make your exchange as simple as possible: - Exchange agreement
- Assignment of the purchase contract
- Notice of assignment
- Exchange instructions
- Identification forms
- Commitment to Service.
We value you as a customer, and our Commitment to Service is to have you return as a repeat customer and recommend our services to others. At the completion of every exchange we send to you a "Customer First Questionnaire" to evaluate our level of service to you. Of the returned questionnaires, 98% rate our service, responsiveness and knowledge as Excellent, and would return to us with their next exchange.
- Competitive Fees.
First Guaranty Exchange is committed to providing fast accurate service at a competitive fee. We do not have additional charges for overnight express mail, rush service, out of state properties, or long distance phone calls. Additionally our schedule of fees allows you to retain interest earned on your exchange funds at higher than market rates. Call us to discuss your exchange transaction and provide you with a fee quote.
| Roseville Branch (877) 505-1031 1386 Leadhill Blvd. Roseville, CA 95661 FAX (916) 218-3780 |
San Jose Corporate Office (800) 833-4343 1737 North First Street, Ste. 460 San Jose, CA 95112 FAX (408) 451-7955 |
San Francisco Branch |