Commercial Mortgage Financing Avon Lake OH

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

David Zolt
Westlake Advisors, LLC
(440) 250-9744
24960 Center Ridge Road, Suite 3
Westlake, OH
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Tax Planning, Middle Income Client Needs, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Michael Brady
Michael Brady & Co., Inc.
(440) 235-2100
25586 Bagley Road, Suite 2
Olmsted Falls, OH
Expertises
Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Shawn D Brunner, CFP®
(440) 933-2059
130 South Point Dr
Avon Lake, OH
Firm
M.J. Baker Financial Advisors
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Comprehensive Financial Planning, 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: Business Executives

Data Provided By:
Mr. Michael L. Perhne, CFP®
(216) 447-9318
3297 N Sandy Ln # 100
Avon, OH
Firm
Strategic Wealth Partners
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Insurance Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Michael F Abfall Ii, CFP®
(440) 934-5735
37190 Colorado Ave
Avon, OH
Firm
Edward Jones Investments
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Estate Planning, Investment Management, Retirement Planning, Tax Planning, Women's Finances

Data Provided By:
Scott Snow
Scott Snow Financial Advisors, LLC
(440) 871-7669
24601 Center Ridge Road, Suite 175
Westlake, OH
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CIMA, CPA

Kenneth Robinson
Practical Financial Planning
(216) 688-3737
3886 Rocky River Drive
Cleveland, OH
Expertises
Women's Financial Planning Issues, Middle Income Client Needs, Cash Flow/Budgets/Credit Issues, Ongoing Investment Management, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, JD

Ms. Linda D. Noble, CFP®
(216) 406-7984
32782 Briarwood Ct
Avon Lake, OH
Firm
Noble Financial Services

Data Provided By:
Mr. John G. Vertal, CFP®
(440) 937-9301
1001 Jaycox Road
Avon, OH
Firm
John G Vertal, CFP, CPA/PFS

Data Provided By:
Mr. Anthony Pallotta, CFP®
(440) 934-7004
37307 Harvest Ave
Avon, OH
Firm
GPS Financial Group, LLC
Areas of Specialization
Comprehensive Financial Planning, Tax Planning

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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