Commercial Mortgage Financing Augusta GA

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

Jennifer Noah
The Monitor Group, Inc.
(706) 854-8040
537 Blackburn Drive
Martinez, GA
Expertises
Middle Income Client Needs, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®

Mr. Robert W. Rice, CFP®
(706) 650-9900
2814 Hillcreek Dr Ste A
Augusta, GA
Firm
Asset Advisors Corporation
Areas of Specialization
Asset Allocation

Data Provided By:
Mr. Eugene Francis Mcmanus Jr., CFP®
(706) 364-4281
1100 Frazier Dr
Augusta, GA
Firm
AP Wealth Management, LLC

Data Provided By:
Mr. William P. Fair, CFP®
(706) 364-4281
1100 Frazier Dr
Augusta, GA
Firm
AP Wealth Management, LLC
Areas of Specialization
Investment Management, Investment Planning, Securities

Data Provided By:
Mr. Troy A. Breitmann, CFP®
(706) 731-1460
3617 Walton Way Ext
Augusta, GA
Firm
Queensborough National Bank and Trust Company
Areas of Specialization
Asset Allocation, Banking, Charitable Giving, Elder Care, Estate Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Bill Cleveland
Preston & Cleveland Wealth Management, LLC
(706) 855-0170
3740 Executive Center Drive
Augusta, GA
Expertises
Charitable Giving - Trusts & Foundations, Planning Issues for Business Owners, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Mr. Richard D. Cundey, CFP®
(706) 724-3557
810 Poindexter Dr
Augusta, GA
Firm
CB&H Wealth Management Services
Areas of Specialization
Divorce Issues, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Thomas M Powers, CFP®
(706) 731-6612
2805 Wrightsboro Rd
Augusta, GA
Firm
First Bank of Georgia/FB Financial
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Kelly T. Renner, CFP®
(706) 210-3535
3540 Wheeler Rd Ste 304
Augusta, GA
Firm
Life Strategies Financial Partners LLC
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Intergenerational Planning, Retirement Income Management, Small Business Planning, Sudden Wealth Management

Data Provided By:
Mr. James M. Herrington, CFP®
(706) 736-2522
2531 Center West Pkwy Ste 240
Augusta, GA
Firm
Balchin, Herrington & Associates
Areas of Specialization
Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Business Executives

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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