IPX1031: Teresa Fluegel

★★★★★5.0 (13) Financial Services Walnut Creek

Business details

Category
Financial Services · Investment service
Address
500 Ygnacio Valley Rd Ste 250, Walnut Creek, CA 94596
Phone
(415) 290-2814
Website
ipx1031.com
County
Contra Costa County

Hours

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

About

At IPX1031: Teresa Fluegel, we help investors across Walnut Creek and the East Bay defer capital gains taxes through 1031 exchanges, guiding each transaction with clear, expert advice. Our work centers on tax-deferred exchanges, and we bring decades of hands-on experience to every step of the process.

We take the time to answer every question and explain each detail in plain terms, so clients never feel rushed or left to navigate it alone. Many commercial real estate brokers trust us with their own personal exchanges and refer their clients to us, which reflects the consistency we aim to deliver.

Our clients value our patient, generous approach to education, our steady guidance through complex timelines, and our technical knowledge of 1031 rules. Whether you are planning your first exchange or are a seasoned investor, we are glad to help you move forward with confidence.

Visit our website to get started, or call or stop by to talk through your goals.