Deferred.com (Formerly Plenti Financial) - Carlsbad, California

Address: 5355 Avenida Encinas #201, Carlsbad, CA 92008, United States.
Phone: 8664421031.
Website: deferred.com
Specialties: Financial consultant, Escrow service, Finance broker, Legal services, Loan agency, Mortgage broker, Real estate consultant, Tax consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Assistive hearing loop, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 124 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Deferred.com (Formerly Plenti Financial)

Deferred.com (Formerly Plenti Financial) 5355 Avenida Encinas #201, Carlsbad, CA 92008, United States

⏰ Open Hours of Deferred.com (Formerly Plenti Financial)

  • Monday: 6 am–9 pm
  • Tuesday: 6 am–9 pm
  • Wednesday: 6 am–9 pm
  • Thursday: 6 am–9 pm
  • Friday: 6 am–9 pm
  • Saturday: 6 am–9 pm
  • Sunday: 6 am–9 pm

Deferred.com (Formerly Plenti Financial): Una Compañía de Consultoría Financiera

Deferred.com, con sede en 5355 Avenida Encinas #201, Carlsbad, CA 92008, Estados Unidos, es una compañía de consultoría financiera que ofrece una variedad de servicios, incluyendo consultoría financiera, servicio de escrow, representación financiera, servicios legales, agencia de préstamos, representación de hipotecas y consultoría inmobiliaria, así como asesoramiento fiscal.

Características y Servicios

Entre los servicios ofrecidos por Deferred.com se encuentran:

  • Consultoría financiera
  • Servicio de escrow
  • Representación financiera
  • Servicios legales
  • Agencia de préstamos
  • Representación de hipotecas
  • Consultoría inmobiliaria
  • Asesoramiento fiscal

Además, la compañía cuenta con instalaciones accesibles para personas con discapacidad, incluyendo un estacionamiento y una entrada accesibles, así como un sistema de señalización de audio para personas con dificultades de audición.

Información de Contacto

Para obtener más información o para contactar a Deferred.com, puede llamar al 8664421031 o visitar su sitio web en deferred.com.

Opiniones y Calificación

Según las opiniones de los clientes, Deferred.com ha recibido una calificación promedio de 5/5 en Google My Business, lo que indica una alta satisfacción de los clientes.

Los clientes han elogiado a la compañía por su atención al detalle, su facilidad de uso y su capacidad para manejar los procesos financieros de manera eficiente y sin retrasos.

Otros datos de interés

Algunos de los datos de interés adicionales sobre Deferred.com son:

  • Ubicación: 5355 Avenida Encinas #201, Carlsbad, CA 92008, Estados Unidos
  • Teléfono: 8664421031
  • Sitio web: deferred.com
  • Horarios recomendados: Sí

En resumen, Deferred.com es una compañía de consultoría financiera que ofrece una variedad de servicios y cuenta con una alta satisfacción de los clientes.

👍 Reviews of Deferred.com (Formerly Plenti Financial)

Deferred.com (Formerly Plenti Financial) - Carlsbad, California
Tom T.
5/5

I was a bit skeptical at first since advertised as no cost for a 1031 exchange. I had a very informative discussion/interview with Daniel before we decided to go with Deferred.com. He answered all my questions and was very helpful. This was my first time doing a 1031 exchange so I researched the process very carefully. The process was almost exclusively online. Very easy platform to use. All transfers happened on time and without delay. I would definitely use them for doing a 1031 exchange without hassle.

Deferred.com (Formerly Plenti Financial) - Carlsbad, California
Upasana U.
5/5

We had a fantastic experience working with Dian. We ended up moving up our closing date and that didn’t fluster Dian one bit. Our attorneys were very complimentary of how responsive and easy to work with Dian was.

Thank you for the fast and easy 1031 experience, Deferred! I would highly recommend to anyone else looking for a qualified intermediary.

Deferred.com (Formerly Plenti Financial) - Carlsbad, California
Cary C.
5/5

Deferred.com, specifically Daniel Osman, was outstanding! I guided my family in a 1031 Exchange which is sometimes a challenging and complicated transaction. Deferred and Daniel were amazing...professional, informative, proactive, thorough, and collaborative. With their help (AND WITHOUT ANY FEE!), we flawlessly executed on the sale, the purchase, and the transfer of funds. Thank you!

Deferred.com (Formerly Plenti Financial) - Carlsbad, California
Brandon W.
5/5

Loved working with Dian! She was very knowledgable, attentive to our questions/needs, and she ensured that everything finished on time. No fees was not a gimmick. Safety, quality, and service was not scarified. Will for sure use Deferred.com again for future exchanges.

Deferred.com (Formerly Plenti Financial) - Carlsbad, California
Jordan T.
5/5

I didn’t decide to do my exchange but Dian took great care of me leading up to closing. I would use Deferred again for my actual exchange. It was very easy and informative. Dian was available when I needed to talk things through and she pointed me in the right direction on matters she couldn’t advise me on legally. She handled all the back end things with title. It was very smooth

Deferred.com (Formerly Plenti Financial) - Carlsbad, California
Scott M.
5/5

Dian is amazing. Between her responsiveness & thorough communication to a complete and easy process & excellent follow through, I will recommend Deferred & specifically, Dian Cook, to everyone looking to complete a 1031 Exchange.
Thank you!

Deferred.com (Formerly Plenti Financial) - Carlsbad, California
Oksana R.
5/5

We did two 1031 exchanges using Deferred with no fees paid.
Dian was our contact person. Very professional, great service!
We will do it again!

Deferred.com (Formerly Plenti Financial) - Carlsbad, California
Jay B.
5/5

This was my first 1031 and was referred to Daniel at Deferred.com through a business acquaintance. It was handled professionally and will recommend them to my friends and family.

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