Commercial Mortgage Financing Alpharetta GA

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

Michael Dayoub
Union Hill Financial Planning
(770) 361-3139
2625 Bethany Creek Court
Milton, GA
Expertises
Helping Clients Identify & Achieve Goals, Tax Planning, College/Education Planning, Retirement Planning & Distribution Rules, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Don Whalen
Versailles Financial, LLC
(770) 998-5047
2650 Holcomb Bridge Road
Alpharetta, GA
Expertises
High Net Worth Client Needs, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Advising Employee Benefit Plan Participants, Advising Entrepreneurs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

James Daniel
The Advisory Firm, LLC
(678) 566-3711
12600 Deerfield Parkway, Suite 100
Alpharetta, GA
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Middle Income Client Needs, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

Jeffrey Chinery
Everyday Steward, a division of Ronald Blue & Co., LLC
(770) 280-6172
300 Colonial Center Parkway, Suite 350
Roswell, GA
Expertises
Hourly Financial Planning Services, Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules, College/Education Planning, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®

Philip Fox
Ronald Blue & Co., LLC
(770) 280-6000
300 Colonial Center Pkwy, Suite 300
Roswell, GA
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Charitable Giving - Trusts & Foundations, Financial Issues Between Generations, Estate & Generational Planning Issues, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Jeff Bernier
TandemGrowth Financial Advisors, LLC
(770) 641-6360 Ext: 10
3820 Mansell Road, Suite 290
Alpharetta, GA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, College/Education Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CFS, ChFc

Norris Edmonson
Beacon Financial Advisers, Inc.
(678) 750-1700
4555 Mansell Rd., Suite 300
Alpharetta, GA
Expertises
Ongoing Investment Management, Tax Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CPA/PFS

Bryan M. Totri
St. John & Associates, Inc.
(770) 642-7631
500 Sun Valley Drive, Suites D3-4
Roswell, GA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Estate & Generational Planning Issues, Divorce Planning, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

Michael Searcy
Ronald Blue & Co., LLC
(770) 280-6000
300 Colonial Center Pkwy, Suite 300
Roswell, GA
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, High Net Worth Client Needs, Planning Issues for Business Owners, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, ChFc, CLU

Gary Bell
Ronald Blue & Co., LLC
(770) 280-6000
300 Colonial Center Pkwy, Suite 300
Roswell, GA
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MAcc

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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