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Exeter 1031 Exchange Services

3.9 (22 reviews)
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By appointment only

Updated a few days ago

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Ask the Community - Exeter 1031 Exchange Services

Review Highlights - Exeter 1031 Exchange Services

Call Bill Exeter and his team of professionals at Exeter 1031 Exchange Services, to handle your exchange.

Mentioned in 5 reviews

Read more highlights

Grigg Financial Group

Grigg Financial Group

(43 reviews)

I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

Planning Within Reach

Planning Within Reach

(6 reviews)

Little Italy

Excellent experience working with PWR. Linda helped me and my wife come up with a short-term action…read moreplan and longer-term financial strategy, and we are very happy overall. Linda was patient with our questions, easy to work with, and extremely knowledgeable in all the right areas. We feel like we have a much better grasp of our finances, and are confident in our ability to build wealth and navigate toward our retirement goals. I highly recommend working with Linda and PWR.

Linda has provided financial planning services for us for about 3 years now and we are very…read moreimpressed with her professionalism and knowledge.  We selected Planning Within Reach due to the fact they are a fee-only financial planner.  Basically, this means you pay for services provided for the time they spend on your plan and not a percentage of your assets.  The service provides inclusive planning for everything from asset allocation, verification of insurance coverage, savings plans, and cash flow with your personal financial goals in mind. At the initial meeting, we discussed our financial goals and subsequently provided requested information for the plan.  Once the plan was prepared we had another meeting to review the plan including action items for us to perform.  This included things like rebalancing 401(k) and other investments in addition to other action items to complete.  We do annual checkup planning meeting with Planning Within Reach and find the discipline very helpful to stay on track with financial goals. If you are starting out or a few years from retirement, this service is worth every dollar.  We have confidence and peace of mind having our plan in place and recommend it to anyone looking for financial planning services.

L Squared Wealth Management

L Squared Wealth Management

(4 reviews)

Hillcrest

In December 2011, I had the pleasure of working with Lawrence for the first time on some…read moreopportunities for improved financial planning. I was very impressed with the comprehensive and detailed analysis he provided. His initial analysis found an error in my paycheck withholding for my company's group long-term care insurance that I was able to have corrected, saving me over $100 a month. Since that time, Lawrence has identified many opportunities for improved financial planning. These include: 1) Presenting life insurance options that I had never considered, 2) Recommending a home refinance that brought me immediate monthly savings, 3) Transferring a poor yielding IRA account to a managed account that is much more diversified, and 4) Recommending fund reallocation in my company 401(k) plan to provide better returns. I continue to work with Lawrence to plan for my future. He has a sharp eye for opportunities and can explain the opportunities very well in terms that I can understand.

I've been working with Larry for about 6 months now. I sought help from Larry for advice on…read morepurchasing my first chiropractic office. Though some of the negotiating help I needed was (admittedly) not Larry's expertise, he was able to guide me and provide resources that would ensure financial success for myself and for my business. I could not be happier with the outcome of working with L Squared and highly recommend this business! Thank you Larry for helping me realize my dream!

Exeter 1031 Exchange Services - taxservices - Updated May 2026

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