Investing in San Jose, CA

3 locations found near San Jose

“This is the first time I was involved in a 1031 exchange transaction. My financial advisor recommended First American Exchange Company. Not knowing what to expect, I called the company and talked with Ms. Colleen Pham, Senior Exchange Officer.

Colleen was extremely thorough and provided all the information I needed. Over the next few days, she spent extra time to answer my questions related to the 1031 exchange and gave me detailed knowledge. Without professional and timely help from Colleen, there is no way the transaction could have gone as smoothly as it did.

From the beginning to end, over a few weeks, Colleen kept me posted on the progress and sent me emails explaining the next steps. I will definitely do business with First American Exchange Co., just because of the excellent service I received from Colleen Pham. Will very highly recommend her and the company.

Alka”

5 Superb62 Reviews

“Walked in without an appointment to open a brokerage account. Still the representative helped us with the application! She was friendly and warm, even helped with taking printouts. Had a smooth experience !”

2.4 Poor19 Reviews

“I have been a customer for years and have never looked anywhere else. The staff are always very friendly and helpful. We have used them for loans and checking as well as my personal finances. If you need a great business bank look no further.”

2.5 Average14 Reviews

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