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PARTNERS

Highly recommended companies to use for your next real estate transaction.
(In alphabetical order by industry and company name)

1031 Replacement Property Companies

1031 Financial
Scott Offerman/Sonya Gotz
Partners
scott@1031financial.com
sonya@1031financial.com
Cell: 917-770-5763 (Sonya)
Office: 347-293-0084
321 West 44th Street, Suite 200
New York, NY 10036
(With offices in Miami and Boca Raton, FL)
Meetings by appointment only

Fosbenner Financial, LLC
Amy J. Fosbenner (Leeds)
Cell: 516-458-9518
Amy@FosFin.com

Island Associates Real Estate, Inc.
444 Route 111, Suite 1
Smithtown, NY 11787
Tel: 631-982-2100/Fax: 631-982-2101
Roger A. Delisle, Jr.
Douglas T. Delisle
Robert Monahan
www.islandassociates.com

Real Estate Tax Strategies, Inc.
Joseph M Insalaco, CFP
445 Broad Hollow Rd, Suite 25
Melville NY 11747
Office: 631-581-2000 / Cell: 631-374-7548
Fax: 646-390-0691
Jinsalaco@retaxstrategies.com 

Sovereign Realty Group
Clem Coté III
Managing Principal
Tel: 516-340-9696 Ext: 1102
crc@srgcompanies.com
42 Cold Spring Road, 2nd Fl.
Syosset, NY 11791


Associations

Federation of Exchange Accommodators (FEA®)
1255 SW Prairie Trail Parkway
Ankeny, Iowa 50023
Tel: 515-244-6515
fea@fernley.com
www.1031.org

New York State Land Title Association, Inc. (NYSLTA)
120 Broadway, Suite 945
New York, NY 10271
Tel: 212-964-3701
Fax: 212-964-7185
Bob Treuber and Regina Capone
info@NYSLTA.org
www.NYSLTA.org


CPA’s and Accounting Firms

Alderman & Company LLP
Michael Alderman, CPA
The Financial Center
90 Merrick Avenue
East Meadow, NY 11554
Tel: 516-794-4400
Fax: 516-228-9122
malderman@aldermanllp.com

Andrew Daniels, CPA
2509 New York Avenue
Melville, New York 11747
Tel: 631-271-7020 / Fax: 631-271-7036
APDCPANY@gmail.com
APDCPANY.COM

Seth A. Levin, CPA
1070 State Highway 34, Suite 212
Matawan, NJ 07747
Tel: 732-995-6753 / Fax: 253-736-8381
Sethlevincpa@gmail.com
sethalevincpa.com

Lipman PLLC
Marc Lipman, CPA
30 East 40th Street, Suite 903
New York, N.Y. 10016
Tel: 212-867-4344
Fax: 212-731-0294
mlipman@lspcpa.com
www.lspcpa.com

George E Milhim, CPA
320 Hempstead Ave
West Hempstead, NY 11552
Tel: 516-481-4800
Fax: 516-485-1329

Gentile Pismeny & Brengel LLP
Wayne Lin, CPA
1581 Franklin Avenue, PO Box 149
Garden City, NY 11530
Direct: 516-472-7365 / Tel: 917-434-1171
Fax: 516-706-5827
Wlin@gblny.com


Financial Institutions

Bank of America Private Bank
Barbara A Liguori
Senior Vice President | Private Client Advisor
300 Broadhollow Road
Melville NY 11747
Tel: 631-547-7409 / Fax: 212-293-2695
Barbara.a.liguori@bofa.com

Capital One, NA.
Mario D’Amore
Senior Vice President | Financial Intermediary Banking
1307 Walt Whitman Road, 2nd Floor
Melville, NY 11747
Cell: 631-379-2929 / Tel: 631-304-3061
Fax: 855-484-9174
mario.damore@capitalone.com
www.capitalone.com

ConnectOne Bank
Thomas Kokinias
Senior Vice President | Commercial Banking Team Leader
48 South Service Road, Suite 207
Melville, NY 11747
Direct: 516-662-7639 / Tel: 844-266-2548
tkokinias@cnob.com
www.connectonebank.com

Flagstar Bank, N.A.
A Subsidiary of New York Community Bancorp, Inc.
Jessica Alagna
Relationship Manager | Hauppauge-Private Client Group
360 Motor Parkway, Ste 150
Hauppauge, NY 11788
Tel: 631-962-7373 / Fax: 646-720-1104
jalagna@signatureNY.com

Flushing Bank
Melissa Kaiser
Vice President | Senior Business Development Officer
220 RXR Plaza
Uniondale NY  11556
Tel: 718-512-2710 / Cell: 718-764-3610
Melissa.Kaiser@flushingbank.com
www.flushingbank.com

Meridian Wealth Partners, LLC
Paul Kingston
Director
653 Skippack Pike, Suite 210
Blue Bell, PA 19422
Tel: 484-586-3524 / Fax 484-586-3580
pkingston@meridianwealthpartners.com
www.meridianwealthpartners.com


Tax Attorneys

Falcon Rappaport & Berkman LLP
Matthew E. Rappaport, Esq., LL.M. (Taxation)
1185 Avenue of the Americas, Third Floor
New York, New York 10036
Tel: 212-203-3255 x132 / Fax: 212-203-3215
265 Sunrise Highway, Suite 50 (MAIL)
Rockville Centre, New York 11570
Tel: 516-599-0888 / Fax: 516-599-0889
mer@frblaw.com


Title Insurance Companies

Abstracts Incorporated
Thomas J. Turano
Senior Vice President
tturano@AbstractsInc.com
-and-
Peter Calvanese, Esq.
pcalvanese@abstractsinc.com
100 Garden City Plaza, Suite 201
Garden City, NY 11530
Tel: 516-683-1000
Fax: 516-683-0089
www.abstractsinc.com

Appellate Land Services, LTD
6851 Jericho Turnpike, Suite 110
Syosset, NY 11791
Tel: 516-801-6366 ext. 7017
Fax: 516-801-6364
Licensed in NY, NJ, PA & FL
Susan DelToro
ALTA Best Practices Certified
SDelToro@appellateland.com

First American Title Insurance Company of New York
666 Third Avenue, 5th Fl.
New York, NY 10017
1050 Franklin Avenue, Suite 204
Garden City, NY 11530
Tel: 212-381-6600 / 516-832-3200
Fax: 212-922-0881
Attn:  Agency Department
www.firstamny.com

Pegasus Title Services
Catherine Steward, President
Lake Worth Office – 631 Lucerne Avenue, Suite 206
Lake Worth Beach, FL 33460
Boca Raton Office – 7777 Glades Road, Suite 100
Boca Raton, FL 33434
Wellington Office – 12161 Ken Adams Way, Suite 184
Wellington, FL 33414
Tel.  561.517.2748 / Cell.  561.827.7935
pegasustitlefl.com

Prestige Title Agency, Inc.
Anthony Chiellino, President
55 W 39th Street, 9th Fl.
New York, NY 10018
Tel: 212-651-1200 / Fax: 212-651-1201
achiellino@prestitle.com
www.prestitle.com

Regal Title Agency
90 Broad Street, 18th Fl.
New York, NY 10004
Thomas P. Tafuri, Counsel
Tel: 212-269-5900
TTafuri@regalnyc.com

Ridge Abstract Corp.
9201 4th Avenue, Suite 502
Brooklyn, NY 11209
Tel: 718-338-0065 / Fax: 718-692-3767
Christopher M. Beck
CB@ridgeab.com
ridgeabstractny.com

Seaport Abstract
A Division of Landstar Title Agency
Meagan Male
Co-President & Division Manager
55 Cherry Lane, Suite 200
Carle Place, NY 11514
Tel: 516-419-4424 / Fax: 516-336-2025
mmale@landstartitle.com
landstartitle.net

When contacting the list above, please feel free to mention Exchange Solutions, Inc.


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