Affiliates First Features

Company Key Contact Address Phone Email
1031 Investment Services LLC W. Scott Sheehan 2 Orr Hatch Drive, Cornwall, NY 12518 (845) 534-6818 [email protected]
Asset Strategy Kent Fitzpatrick, AIFA 24 Superior Drive, Suite 101, Natick, MA 1760 (855) 676-1031 ext 126 [email protected]
Axos Bank Arah Cho
4350 LaJolla Village Drive #140 (858) 732-1381 [email protected]
Axos Bank Melyn Acasio 4350 LaJolla Village Drive #140 (619) 417-9424 [email protected]
BankUnited Karen Gladding 5 International Drive, Suite 100, Rye Brook, NY 10573 (914) 584-4141 [email protected]
Capital One Bank Joseph Seheult 5444 Westheimer Rd 6th Floor, Houston, TX 77056 (201) 207-8058 [email protected]
Capital One Bank Mario D'Amore 5444 Westheimer Rd 6th Floor, Houston, TX 77056 (631) 379-2929 [email protected]
Capital Square Louis Rogers 10900 Nuckols Rd., Suite 200, Glen Allen, VA 23060 (209) 327-8110 [email protected]
Capview Partners LLC Scott Landers 6119A Greenville Avenue, # 434, Dallas, TX 75206 (972) 587-9204 [email protected]
Clark Wealth Strategies, Inc. David B. Clark 1918 No. 203nd Street, Suite 100, Elkhorn, NE 68022 (402) 578-4927 [email protected]
Commercial Bank of California Michael Fortney 19752 MacArthur Blvd., Irvine, CA 92612 (760) 212-1023 [email protected]
Customers Bank, CB Private & Commercial Banking - NY Eugene Kennedy 101 Park Avenue, Suite 1101, New York, NY 10178 (212) 960-3400 [email protected]
DSTs 1031 Investments Becky Eriksson 3141 Michelson Drive, Suite 504, Irvine, CA 92612 (818) 923-3289 [email protected]
Encore Bank Yobany Mayen 1801 Rahling Road, Little Rock, AR 72223 (512) 934-2685 [email protected]
Equilus Capital Partners, LLC Joel Frank 636 Valley Mall Parkway, Suite 200, East Wenatchee, WA 98802 (509) 665-8649 [email protected]
Equilus Capital Partners, LLC Marc Bannos 636 Valley Mall Parkway, Suite 200, East Wenatchee, WA 98802 (509) 665-8649 [email protected]
Exchange Planning Corporation Ray Simmons 3628 Del Amo Blvd #380, Torrance, CA 90503 (310) 291-1038 [email protected]
ExchangeRight Real Estate, LLC Regional Office David Fisher 1450 SW Vintage Parkway, Suite 250, Ankeny, IA 50023 (855) 317-4448 [email protected]
Falcon Rappaport & Berkman LLP Abby Winckler 1185 Avenue of the Americas, Third Floor, New York, NY 10036 (212) 203-3255 [email protected]
Falcon Rappaport & Berkman LLP Matthew E. Rappaport 1185 Avenue of the Americas, Third Floor, New York, NY 10036 (212) 453-9889 [email protected]
First Foundation Bank Michael Hines 18101 Von Karman Avenue, Suite 750, Irvine, CA 92612 (949) 468-8559 [email protected]
Flagstar Bank NA Glenn Greenberg 565 5th Ave Fl 16, New York, NY 10017 (646) 822-1949 [email protected]
Fortitude Investment Group Daniel Raupp 417 E. Main Street, Suite 300, Port Jefferson, NY 11777 (631) 474-1610 [email protected]
Four Springs Capital Trust Heather Ahrens 24 Hidden Way, Andover, MA 1810 (732) 749-7339 [email protected]
Horvath & Tremblay Brian Ahrens 600 Market Street, Suite 686, Lynnfield, MA 1940 (617) 285-0515 [email protected]
Inland Real Estate Group Daniel Wagner 2901 Butterfield Road, Oak Brook, IL 60565 (888) 671-1031 [email protected]
Israel Discount Bank of NY Shirly Dayan 1114 Avenue of the Americas, New York, NY 10036 (917) 945-3042 [email protected]
LinkBank Tony Capaldi 1250 Camp Hill Bypass, Suite 202, Camp Hill, PA 17011 (610) 608-6745 [email protected]
Live Oak Bank Thomas Cheek 1741 Tiburon Drive, Wilmington, NC 28403 (910) 685-8212 [email protected]
Lockton Insurance Brokers, LLC Adam D. McDonough 3 Embarcadero Center, Suite 600, San Francisco, CA 94111 (415) 568-4106 [email protected]
Luther Burbank Savings Nathan Gwozdz 1515 West 190th Street, Suite 275, Gardena, CA 90248 (858) 436-1830 [email protected]
Meltzer, Lippe, Goldstein & Breitstone, LLP Stephen M. Breitstone 190 Willis Avenue, Mineola, NY 11501 (516) 747-0300 [email protected]
Mercer 1031 Consulting, LLC Todd Carter One Boston Place, Suite 2600, Boston, MA 2108 (866) 773-1031 [email protected]
Millcreek Commercial Spencer Taylor 2100 S. Pleasant Grove Blvd., Suite 200, Pleasant Grove, UT 84062 (801) 899-1943 [email protected]
MNM Partners, LLC Mark Putney 570 El Camino Real # 15-449, Redwood City, CA 94063 (408) 221-3077 [email protected]
NAI Legacy Amelia Bjorklund 3600 American Blvd. W, Suite 360, Minneapolis, MN 55431 (952) 491-3069 [email protected]
Northern Bank and Trust Michele Fitzpatrick 275 Mishawum Rd, Woburn, MA 1801 (781) 569-1852 [email protected]
Northmarq Tom Georges 120 West 45th Street, Suite 2610, New York, NY 10036 (732) 966-1601 [email protected]
Passco Companies, LLC Thomas B. Jahncke 2050 Mail Street, Suite 650, Irvine, CA 92614 (949) 263-7904 [email protected]
Peapack Gladstone Bank Daniel Trudo 400 W. Burr Blvd., Suite 69, Teaneck, NJ 7666 (203) 247-4554 [email protected]
Perch Wealth Ehud Gersten 1185 Avenue of the Americas, Third Floor, New York, NY 10036 (212) 203-3255 [email protected]
Revolution X Bryan Cogliano, CFP 801 Cassatt Road, Ste 205, Berwyn, PA 19312 (610) 842-4780 [email protected]
Syndicated Equities Tracy Treger 350 North LaSalle Street, Suite 800, Chicago, IL 60654 (312) 640-9023 [email protected]
Tangible Wealth Solutions LLC Ryan Finch, CFP 7600 E Eastman Ave, Ste 410, Denver, CO 80231 (720) 439-6540 [email protected]
TriState Capital Bank Victor Capozzolo, CTP 301 Grant Street One Oxford Center, 27th Floor, Pittsburgh, PA 15219 (412) 304-0464 [email protected]
Webster Bank JP Ascolese 360 Lexington Avenue, 6th Floor, New York, NY 10017 (845) 269-2333 [email protected]
Webster Bank Ray Guanlao 360 Lexington Avenue, 6th Floor, New York, NY 10017 (908) 720-4223 [email protected]