Contact our team for general inquiries, support, or partnership opportunities.
Our Office & Contact Details
Find our direct contact information and office hours below.
Info@exchangifi.com
+1 (561) 206-2416
2000 PGA Blvd. Palm Beach Gardens, FL 33408
Office Hours
Monday - Friday
9:00 am - 6:00 pm
Saturday
10:00 am - 2:00 pm
Sunday
Closed
⎯ FREE CONSULTATION
Schedule a 30-Minute Consultation
⎯ FREE CONSULTATION
Schedule a 30-Minute Consultation
Book a complimentary 30-minute call with our team to discuss Section 351 exchanges, upcoming ETF opportunities, or any general questions you may have.
What Is a Section 351 Exchange?
A Section 351 exchange allows investors to contribute appreciated securities to a fund or ETF in exchange for fund shares without triggering immediate capital gains taxes, helping defer taxes while gaining diversification.