Safe Harbor Exchange, Inc.

(5 Reviews)
825 N Parkcenter Dr #200, Santa Ana, CA 92705, USA

Safe Harbor Exchange, Inc. is located in Orange County of California state. On the street of North Parkcenter Drive and street number is 825. To communicate or ask something with the place, the Phone number is (866) 331-1031. You can get more information from their website.
The coordinates that you can use in navigation applications to get to find Safe Harbor Exchange, Inc. quickly are 33.7524036 ,-117.8363155

Contact and Address

Address: 825 N Parkcenter Dr #200, Santa Ana, CA 92705, USA
Postal code: 92705
Phone: (866) 331-1031
Website: http://www.safeharborexchange.com/

Opening Hours:

Monday:9:00 AM – 5:00 PM
Tuesday:9:00 AM – 5:00 PM
Wednesday:9:00 AM – 5:00 PM
Thursday:9:00 AM – 5:00 PM
Friday:9:00 AM – 5:00 PM
Saturday:Closed
Sunday:Closed

Location & routing

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Reviews

  • David Innis

    (May 29, 2023, 9:52 pm)

    Royce is a courteous knowledgeable professional who took great care of our 1031 exchange at a very affordable price. I would highly recommend.

  • Carol Lee

    (May 1, 2023, 10:02 pm)

    Amazingly responsive and accessible in addition to being knowledgeable. Vanessa was very professional, gracious and helpful.

  • Dan Diep

    (October 31, 2022, 2:54 am)

    Tera Walker at Safe Harbor Exchange has been helping with me with my 1031 exchange. I am grateful for her quick responses and for helping me complete the transaction in a timely matter.  I find the process simple, accurate, and speedy. Much appreciated.  Thank you!

  • Carrie Boyle

    (May 6, 2022, 8:55 pm)

    Professionals who do a great job handling the 1031 paperwork. I've used them many times over the course of several years. Costs are very reasonable in comparison to their competitors.

  • Mary Miller

    (April 5, 2021, 10:10 pm)

    It is rare to find someone in today’s business world who is as competent, professional, and personable as Alicia Fisher at Safe Harbor Exchange. She proactively addresses every level of detail and communicates with you on every step of the process. She seamlessly handled every aspect of separate yet simultaneous sales and purchase transactions, ensuring that monies were received and disbursed properly, tax requirements were satisfied, and an accurate accounting was maintained.

    Alicia is a professional at the highest level, with expertise knowledge, yet expressing personal care and attention to her clients. She’s very special! I’m about to start my third exchange transaction with her that will complete a total of eight properties she will have handled. So far, it’s been nothing but a joy to watch every complex transaction go smoothly, on time, and without a glitch. Alicia Fisher at Safe Harbor Exchange has my very highest recommendation. She is fantastic!

    Dr. Tim Miller CPA

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