Ted’s Words

“During a meeting with an investment advisor and discussing an upcoming real estate sale, I was advised to investigate an IRS 1031 Exchange. Having no experience with this process, Legacy Investments was recommended to me. I had several appointments with Jamie Furlong of Legacy. She and her team guided me through this process, explaining every step in great detail, explaining all of the available options including the advantages and disadvantages of each. After making my decision of which investment option to go with, Jamie and her team were amazingly proficient in insuring that every step of the process was completed correctly and on time to insure that my investment was secure and in compliance with all of the 1031 Exchange requirements. Jamie and her team made this a very pleasant process and if I have occasion for this type of service in the future, Jamie Furlong and Legacy Investments will be my representative.”

The above testimonial is representative of the experience of a Legacy IRE (or Concorde Investment Services, Inc.) client whose full name has not been disclosed to maintain customer anonymity. The testimonial may not be representative of the experience of other customers and is no guarantee of future performance or success.