Commercial Mortgage Financing Auburn NY

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

Mr. Thomas J. Paczkowski, CFP®
(315) 255-1743
197 Franklin St
Auburn, NY
Firm
Cayuga Community College

Data Provided By:
Mr. Daniel Raymond Cuddy, CFP®
(315) 252-3600
7 William St
Auburn, NY
Firm
Cuddy Financial Services
Areas of Specialization
Accounting, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Richard P. Reagan, CFP®
(315) 673-2094
PO Box 191
Marcellus, NY
Firm
The Reagan Companies

Data Provided By:
Mr. James R Shope Iii, CFP®
(315) 701-5857
5014 W Genesee St
Camillus, NY
Firm
Shope Financial Planning, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Profession: Service Professionals

Data Provided By:
Bank of America - Auburn-Genesee Street
(800) 432-1000
120 Genesee St
Auburn, NY
Type
Banking Center
Services
Banking Center Services: Commercial Deposits
Indoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Deposit Image
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-5
Saturday Closed
Sunday Closed

Mr. Daniel J. D'Andreano, CFP®
(315) 282-0001
268 Grant Ave
Auburn, NY
Firm
First Niagara Bank

Data Provided By:
Mr. Richard L. Fredenburg, CFP®
(315) 568-9000
29 Tall Oaks Dr
Seneca Falls, NY
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. David R. Haahr, CFP®
(315) 673-2094
8 E. Main Street
Marcellus, NY
Firm
Reagan Companies (Cadaret Grant & Co)

Data Provided By:
Mr. Patrick Joseph O'Brien, CFP®
(315) 849-9494
109 Draper Ave
Syracuse, NY
Firm
PBJ Wealth Mngt. LLC/Wells Fargo Advisors Financial Network
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
HSBC Bank
1.800.975.HSBC (4722)
Seward Mansion- South St 63 Genesee Street
Auburn, NY
Services
Branch Services: Wheelchair Accessible Lobby, Deposit Drop Box, Night Deposit Drop Box, Notary Available
ATM Services: ATMs: 1, Wheelchair Accessible ATM
Office Hours
MONDAY: 09:00 am - 04:00 pm
TUESDAY: 09:00 am - 04:00 pm
WEDNESDAY: 09:00 am - 04:00 pm
THURSDAY: 09:00 am - 04:00 pm
FRIDAY: 09:00 am - 06:00 pm
SATURDAY: -
SUNDAY: -
Drive Up Hours
MONDAY: 08:00 am - 04:00 pm
TUESDAY: 08:00 am - 04:00 pm
WEDNESDAY: 08:00 am - 04:00 pm
THURSDAY: 08:00 am - 04:00 pm
FRIDAY: 08:00 am - 06:00 pm
SATURDAY: -
SUNDAY: -

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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