Strategic Partners
An important component of real estate investing is to align with a strong network of professionals. These are the service providers that will help you become successful in the achievement of your real estate goals. Below are the strategic partners that Synergy Real Estate team has developed relationships with. This network of experts extends the same level of professionalism, communication and service that the Synergy Real Estate Team practices.
1031 Tax Exchange

IPX 1031
Neil L. Friedman
Business Development Manager
Investment Property Exchange Services Inc (IPX1031)
Phone/Fax: 952.238.1031
Phone/Fax: 866.400.1031
Neil.friedman@fnf.com
www.ipx1031.com/friedman
"A nation wide exchange company"
All qualified Intermediaries are not created equal. Investment Property Exchange Services provides the very best in:
Security of Funds
- $100 Million Fidelity Bond
- $30 Million Errors & Omissions Insurance
- Written Third Party Guarantee
Exchange Expertise
- 28,000 exchanges in 2005 makes IPX the largest intermediary in the country
- Accredited exchange Seminars and Workshops
Nationwide presence
- 14 National processing Centers
- 30 Regional sales offices
Accountants
DS&B, Ltd.
Carrol Gatlin, CPA/ABV, MST, CMA, CVA
Phone: 612.630.5052
Mobile: 612.205.2629
Fax: 612.359.0572
CGatlin@dsb-cpa.com
We offer our small business clients:
- Smart accounting and strategic solutions typically found only at larger firms at small firm prices
- We are accounting experts so our clients don‚t have to be
- Seasoned professional staff with each having a minimum of 10 years small business accounting experience
Attorneys
Insurance Agents
American Family Insurance
James Anderson Agency
Phone: 952.544.4466
Fax: 952.544.4542
janderso@amfam.com
LManhart@amfam.com
- 30 years experience in the insurance industry.
- Two licensed representatives are staffed and experienced in all aspects of personal and commercial/business insurance.
- Our aim is to keep you informed of important changes in the insurance industry and how those changes affect you.
- We make it a point to keep our business personal; we are always available to meet in person and/or answer any questions you may have.
LLC Set-Up

TCF Bank
Meghan Marine
Phone: 651.329.0272
mmarine@tcfbank.com
www.tcfbank.com
- I offer new business and real estate customers personalized business banking products and services including FREE business checking, loans, credit card processing, and payroll.
- I can also help real estate owners with investment properties set up their LLC's, federal tax id numbers, and accounts for FREE.
- I also offer my clients unmatched customer service with all phone calls and messages returned within 24 hours and personalized service meeting my clients across the twin cities at their homes, offices, and other locations upon request. I office out of Maplewood, MN but love to meet my clients at a location of their choice (no matter what the distance) because customer service is important to me and so is spending time with my clients.
Mortgage
Summit Mortgage
Scott Rheinhart
Phone: 848.207.4466
Mobile: 612.281.9990
Fax: 952.216.0240
srheinhart@summit-mortgage.com
www.sherlockofloans.com
River City Mortgage and Financial
Barb Dircz
Phone: 763.746.8423
Mobile: 612.965.7217
Fax: 763.746.8426
Services
Wells Home Inspection
John
Phone: 612.822.3352
john@wellshomeinspection.com
www.wellshomeinspection.com
- Wells Home Inspection provides a friendly, through, professional inspection and report, done when you need it, on your schedule.
- Wells provides an unbiased professional opinion about the current condition of a home before the real estate transaction is done
- Wells considerable knowledge of architecture, design and construction guides the inspection of over 400 systems and components of the home.
Title Companies
TitleSmart, Inc.
Lori Weaver
Phone: 952.405.2898
Fax: 952.405.2899
Lori@title-smart.com
- Experienced and Professional
- Detailed and Cost Effective
- Customer Satisfaction is priority one!








