Commercial Mortgage Financing Albany NY

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

Kerry Mayo
Capital Financial Advisors of New York, LLC
(518) 280-0030
7 Corporate Drive
Clifton Park, NY
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Planning Issues for Business Owners, Advising Entrepreneurs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, MA

Ronald Plaine
RLP Financial Mgt.
(518) 370-4020
P.O. Box 1078
Schenectady, NY
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Walton Williams
Capital Financial Advisors of New York, LLC
(518) 280-0030
7 Corporate Drive
Clifton Park, NY
Expertises
Retirement Plan Investment Advice, Planning Issues for Business Owners, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Advising Entrepreneurs
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Mr. Joseph T. Gravini, CFP®
(518) 427-5553
80 State St Ste 12
Albany, NY
Firm
Morgan Stanley
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning, Risk Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Ms. Xiaoyu Olivia Wang, CFP®
(617) 240-3662
60 Academy Road
Albany, NY
Firm
Parsons Child and Family Center

Data Provided By:
Paul Corr
Capital Financial Advisors of New York, LLC
(518) 280-0030
7 Corporate Drive
Clifton Park, NY
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Ronald Plaine
RLP Financial Mgt.
(518) 370-4020
34 Jay Street, Suite 2A
Schenectady, NY
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

William Jerome
Capital Financial Services, LLC
(518) 399-3903
Professional Building, 133 Saratoga Road
Glenville, NY
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Financial Issues Between Generations, Middle Income Client Needs, Tax Planning, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, EA, MS

Mr. Thomas J. Walling, CFP®
235 Lark St Ste 43
Albany, NY
Firm
Tower Square Securities, Inc.

Data Provided By:
Ms. Laurie Ann Bonser, CFP®
(518) 312-7980
66 S Pearl St
Albany, NY
Areas of Specialization
Accounting, Budget Development, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care

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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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