Commercial Mortgage Financing Aiken SC

Looking for Commercial Mortgage Financing in Aiken? We have compiled a list of businesses and services around Aiken that should help you with your search. We hope this page helps you find Commercial Mortgage Financing in Aiken.

Mr. Rhett N. Sinclair, CFP®
(803) 642-8480
5130 Woodside Executive Ct
Aiken, SC
Firm
Rhett N. Sinclair & Associates Inc.

Data Provided By:
Mr. Gerald W. Fuller, CFP®
(706) 481-0222
2338 Club Dr
Aiken, SC
Firm
Wells Fargo Advisors

Data Provided By:
Mr. Gregory D. Roberts, CFP®
(803) 617-9805
309 Steeple Ridge Rd
Aiken, SC
Firm
Insurance Designers of Kansas City
Areas of Specialization
Comprehensive Financial Planning, Elder Care, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care, Tax Preparation
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Richard M Sligh, CFP®
(803) 202-9200
PO Box 7256
North Augusta, SC
Firm
Sligh Financial Group, LLC
Areas of Specialization
Retirement Planning

Data Provided By:
Mr. Gerald T. Rogers, CFP®
(706) 739-1336
32 8th St
Augusta, GA
Firm
GB&T Financial Services

Data Provided By:
Dale Duhon
90 Barron Way
Aiken, SC
Company
Company: Creative Retirement Concepts, LLC
Years Experience
Years Experience: 40
Service
Life Insurance,Investment & Portfolio Management,Retirement Income Distribution Planning,Retirement Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Annuities,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning

Data Provided By:
Mr. Arthur W. Rich, CFP®
(803) 649-3923
205 Barnwell Avenue, NW
Aiken, SC
Firm
Arthur W. Rich, PA

Data Provided By:
Mr. Ronald D. Lewellyn, CFP®
(803) 648-2692
PO Box 7227
Aiken, SC
Firm
Cherry Bekaret and Holland LLP

Data Provided By:
Mr. Raymond S. Benjamin, CFP®
(706) 739-1073
32 8th St
Augusta, GA
Firm
LPL Financial
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided By:
Mr. David L. Mcdaniel, CFP®
(706) 823-8125
1 10th St Ste 600
Augusta, GA
Firm
Morgan Stanley Smith Barney

Data Provided By:
Data Provided By:

Documents to Prepare for Commercial Mortgage Financing

Banks and financial lenders require documentation to be submitted with commercial mortgage financing applications. As a general requirement, they ask for documents pertaining to the borrower's income and assets. Documentation requirements vary depending on the type of loan and its purpose.

Below is a checklist of common documentation requirements that you may use when preparing to get commercial mortgage financing . Not all may actually be required but you should at least have an idea of how to produce the documents should it be asked. The lender may request for original copies in order to validate your documents, but the originals will be returned after taking photocopies for their records.

Verification of Income Signed tax returns (1040's) or W2 forms - latest or past two filings Pay Stubs - the latest monthly pay stub (four stubs for weekly pay) Verification of Social Security and/or Pension benefits Rental Agreements or Leases (investment properties) Asset account statements (for past two months) where down payment is coming from (if purchasing) Verification of Assets Most recent bank statement (could be for 6, 12 or 24 month period) Stocks and/or Bonds dividends statements Gift letter (stating amount and date funds were transferred along with donor information) 401k statement (retirement savings) Loan Type Transaction Purchase Agreement contract Legal description of property (from site survey or existing title commitment) Copy of existing Site Survey Copy of recent property tax bills Hazard Insurance information sheet Verification of Mortgage / Land Contract / Rent Payment history for past 12 months Address of Investor or copy of payment coupon with address Home Improvement / Construction Plans and Specifications Construction Contract with licensed builder Copy of deed and survey for land owned Builder information Old appraisal info (if applicable) In addition some other miscellaneous documents may be required. For example,...

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