Commercial Mortgage Financing Astoria NY

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

Lewis Altfest
Altfest Personal Wealth Management
(212) 406-0850
425 Park Avenue, 24th Floor
New York, NY
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Alternative or Private Investments, High Net Worth Client Needs, Estate & Generational Planning Issues, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, CPA/PFS, MBA, PhD

Karen Altfest
Altfest Personal Wealth Management
(212) 406-0850
425 Park Avenue, 24th Floor
New York, NY
Expertises
Women's Financial Planning Issues, Ongoing Investment Management, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, CFP®, MA, PhD

Gary Schatsky
IFC Personal Money Manager, Inc.
(212) 721-8713
98 Riverside Drive, 17th Floor
New York, NY
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Advising Medical Professionals, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BA, JD

Anthony DeVito
ADV Investment Management & Financial Planning
(800) 732-5031
60 East 42nd Street
New York, NY
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules, Advising Employee Benefit Plan Participants, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Joel Isaacson
Joel Isaacson & Co., LLC
(212) 302-6300
546 Fifth Avenue, 20th Floor
New York, NY
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Professional Athletes or Entertainers, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CPA/PFS, MBA

John Henry Low
Knickerbocker Advisors Inc.
(212) 717-8080
230 Park Avenue, Suite 456
New York, NY
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, MBA

Keith Amburgey
Rutherford Asset Planning, Inc.
(866) 261-3344
445 Park Ave
New York, NY
Expertises
Ongoing Investment Management, Real Estate Investments, Alternative or Private Investments, High Net Worth Client Needs, Retirement Plan Investment Advice, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Guy McPhail
Traust Sollus Wealth Management, LLC
(212) 661-8682
405 Lexington Ave- 49th Floor
New York, NY
Expertises
Retirement Plan Investment Advice, High Net Worth Client Needs, Ongoing Investment Management, Tax Planning, Helping Clients Identify & Achieve Goals, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Frederick Deyeso
financial filosophy
(917) 916-2207
105 East 38th, 5B
New York, NY
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MSFP

Kathryn Norris
Asset Strategies, Inc.
(800) 245-2752
350 West 50th Street
New York, NY
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MA

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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