1031 Financial
Likely to Engage tag.Highly Engaged Employees

Finance · New York, United States · 51-200 Employees

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Overview

Headquarters

321 W 44th St Ste 200, New York, New Yor...

Phone Number

(347) 293-0084

Website

www.1031financial.com

Revenue

$15.6 Million

Industry

Finance Real Estate Securities Trading

About 1031 Financial

1031 Financial specializes in providing expert guidance on 1031 Exchanges, 1033 Exchanges, and Delaware Statutory Trust (DST) investments in New York. Their services are designed to help property owners, investors, attorneys, brokers, and advisors maximize gains, defer taxes, and implement strategic planning. The company emphasizes compliance with IRS rules and offers tailored solutions that respect clients' timelines and existing advisory relationships. With a focus on education and transparency, 1031 Financial aims to empower clients in their decision-making processes.Explore more
SIC Code 62,628NAICS Code 52,523Show more

1031 Financial Org Chart

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TO
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Theodore Offerman

Marketing Data Coordinator

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AS
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Coordinator

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SG
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Partner

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JP
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Registered Representative

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Registered Representative

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Registered Representative

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Revenue

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Top Executive

1031 Financial

$15.6M
51-200
Private
-
2005
TO
Theodore OffermanMarketing Data Coordinator
Premier Planning Group
$19.5M
11-50
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<$5M
1993
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1968
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James HandyFinancial Representative
XXI Financial
$5.6M
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1996
Charles Parks, President, Chief Executive Officer at XXI Financial
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1031 Financial Tech Stack

A closer look at the technologies used by 1031 Financial

Cloudflare Website Optimization

By

Cloudflare
Snowplow

By

Snowplow
Google Universal Analytics

By

Google
Microsoft 365

By

Microsoft
See more technologies

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Frequently Asked Questions Regarding 1031 Financial

What is 1031 Financial's official website?
1031 Financial's official website is www.1031financial.com What is 1031 Financial's Revenue?
1031 Financial's revenue is $15.6 Million What is 1031 Financial's SIC code?
1031 Financial's SIC: 62,628 What is 1031 Financial's NAICS code?
1031 Financial's NAICS: 52,523 How many employees does 1031 Financial have?
1031 Financial has 51-200 employees What industry does 1031 Financial belong to?
1031 Financial is in the industry of: Finance, Real Estate, Securities Trading What is 1031 Financial competition?
1031 Financial top competitors include: Centra Financial Group, Premier Planning Group, XXI Financial, FMG Suite What technology does 1031 Financial use?
Some of the popular technologies that 1031 Financial uses are: Cloudflare Website Optimization, Snowplow, Google Universal Analytics, Microsoft 365 How do I contact 1031 Financial?
1031 Financial contact info: Phone number: (347) 293-0084 Website: www.1031financial.com What does 1031 Financial do?

1031 Financial specializes in providing expert guidance on 1031 Exchanges, 1033 Exchanges, and Delaware Statutory Trust (DST) investments in New York. Their services are designed to help property owners, investors, attorneys, brokers, and advisors maximize gains, defer taxes, and implement strategic planning. The company emphasizes compliance with... IRS rules and offers tailored solutions that respect clients' timelines and existing advisory relationships. With a focus on education and transparency, 1031 Financial aims to empower clients in their decision-making processes.Read More

 Is 1031 Financial a public company?
1031 Financial is private company therefore does not currently have an official ticker symbol
See more information about 1031 Financial

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