OUR CORE VALUES — THE BACKBONE OF A GREAT CULTURE
Our core values are the beliefs that guide our actions, unite our team members and guide our choices and decision making. They remind us of what’s right, guide us away from what is wrong, and help us focus on what’s important. Our core values help us take on the right clients, deliver a superb level of service, continuously educate, train and coach our team members to navigate through challenges in order to reach our clients' unique goals and get results. Our leaders remain accountable to our commitments and serve our clients and team better. Check out our core values:
Our mission is to provide access to quality 1031 exchange services to remove the guess work out of the transaction, helping thousands of people manage the stress these exchanges often create. We deliver decades of industry experience, true industry knowledge and expertise, the highest level of information security and the peace of mind that working with the best in the industry provides.
EXPERIENCE / EXPERTISE / SECURITY / PEACE OF MIND
Meet our Senior 1031 Consultant. George has been a prominent figure in the real estate industry since 1994. With three decades of experience, George has a deep understanding of 1031 exchanges and a proven track record of guiding clients through complex transactions. Known as #GeorgeTheSpeaker he is also renowned for his dynamic public speaking and personal branding expertise. George's dedication to excellence and personalized service makes him a trusted advisor in the residential and commercial real estate community.
As a Customer Success Manager, Marita works closely with Luxe Stone Exchange Services' Managed Service and Exchange Manager Pro℠ SaaS clients to develop strong relationships and ensure they realize the maximum benefit from their respective programs. She is Luxe Stone Exchange Services' Managed Service and SaaS clients' first point of contact for answering 1031 Exchange questions, addressing technical issues, and assisting them with their training and business development efforts to support their strategic growth.
Emily joined the team in April 2024 as an Exchange Officer. She comes with nearly five years of 1031 Exchange knowledge and experience focusing on traditional Forward Exchanges. She brings with her extensive experience in customer service and providing a great customer experience is at the core of her work.
Gianna wears many hats at Luxe Stone Exchange Services. As an Executive Assistant, she is more like the go-to organizer and director of many of our outreach projects. One of her biggest roles with the company is that of content creator and contributor for our blog. Gianna is a big part of our daily operations and a valuable member of the team. With almost a decade long career as a writer / journalist for several big name networks and publications, her informative approach to writing separates her content from the uninformed fluff that many of today's bloggers publish.
Beyond Average : Journeys through Growth and Value! Kristin Carlson interview with our very own George L. Rosario. This interview is just over 17 minutes and deep dives into a lot about George and his approach to business. To schedule George for YOUR podcast or as a speaker for your next event, reach out to him HERE.
Luxe Stone Exchange Services is a collaborative group of real estate professionals in the 1031 Exchange space with over 30 years of combined experience. Our Lead Consultant George L. Rosario was part of his first 1031 Exchange transaction in 1994 and quickly became the go-to expert in the field who has helped write the 1031 Exchange education for 18 states and sits on several real estate boards throughout the country. Together with our trusted team of professionals & industry partners, we deliver the most customized service for our clients in their exchanges.
For over 23 years, Accruit has been a national, leading 1031 exchange Qualified Intermediary and Exchange Accommodation Titleholder, specializing in all types of 1031 exchanges from simple to the most complex. We specialize in this complex, tax deferral strategy to help preserve wealth, build investments, and secure financial wellbeing. Through our modern technology systems, comprehensive set of solutions, and highly credentialed subject matter experts, you can feel confident that the job will be done to the highest standards.
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the financial journey. They work with businesses and individuals to create a brighter future for all. Helping more than 7 million people save and invest.
GC Rosario Group has a passion for helping businesses succeed. Their founders saw a need for personalized, results-driven consulting services that would treat all clients like royalty, so they set out to create a company that would meet that need. Today, they continue to uphold that same passion and commitment to excellence.
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