Client Testimonials

"I have worked with them in the past constructing simple and complex IRC Sec 1031 Tax Deferred Exchange transactions relative to the sale and purchase of real property held for investment purposes. In every instance, their knowledge and focus have given our mutual clients the assurance they've required. I highly recommend their 1031 services."
— Janelle Gaughan, Principal, North American Title

"Expert in the 1031 field. Carried out a large, complex exchange for us and I would work with them again without hesitation. Stays on top of the details and is always one step ahead. Whenever I have any question about 1031s, I call ES Group."
— Todd Harrison, Principal, Wincopin Real Estate Advisors

" They are experts in the field. I recommend to anyone who is considering a 1031 exchange."
— Mark Dickson, Principal, Mark A. Dickson, CPA,

"ES Group is my resource for issues and questions associated with 1031 exchanges. “
— Michael Kitces, Director of Financial Planning, Pinnacle Advisory Group

"They spend a considerable amount of their time connecting people to help them build their respective businesses - often without any apparent gain for themselves but in the long-term they are cementing relationships that will provide them business in the future. “
— Justin Marriott, Principal, Seare Marriott

" More knowledge about 1031 Exchanges than anyone I know. Most importantly, they know how to take a complex subject; and put it into terms that are easy to understand. I highly recommend talking to ES Group if you have a 1031 transaction that needs handling."
— Brian Martucci, Wachovia/Wells Fargo

" In-depth knowledge of exchanges and real estate. “
— Thomas A. Utzinger, Associate, Crowell & Moring

" ES Group always goes the extra mile to research a question or issue specific to your needs. I use them as a resource on a frequent basis."
— Brian Gill, Associate Director, Cushman & Wakefield,

Conducted several outstanding 1031 seminars for our clients and attorney agents. The programs were informative and enjoyable, gave our lawyers and clients a higher comfort level with the subject matter and even drew complements from a member of the state's CLE accreditation board."
— Gene Berkes, V.P. and General Counsel, North American Title Company,

By far the most knowledgeable 1031 exchange advisors we have dealt with. Sincere, willing to help and great with follow-ups, are just a few of their strengths. Highly recommended."
— Parham Shariat, Owner, Premier Blue Properties, was James's client

"James and his team have shown the kind of knowledge, expertise and leadership necessary not only to offer superior service to their own clients but also to instruct and educate others."
— Nick Lodowski, Bank of America

"James help with regards to my property [1031] exchange needs has been outstanding. Always on top of things with very fast responses to questions/issues. James can provide you with excellent service for your future like-kind exchange needs. Will definitely use again myself."
— Tony Halaris, Texas Investor