Commercial Mortgage Financing Barre VT

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

Jamie Milne
Milne Financial Planning, Inc.
(802) 476-0602
51 Church Street
Barre, VT
Expertises
Retirement Planning & Distribution Rules, Middle Income Client Needs, Ongoing Investment Management, Socially Responsible Investments, Investment Advice without Ongoing Management, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, BS, CDFA, CFP®, MBA

Mr. William E. Patno Ii, CFP®
162 N Main St Ste 200
Barre, VT
Firm
Granite Financial Group

Data Provided By:
Mr. Michael Scott Pinkans, CFP®
(802) 272-6390
80 Osborne Rd
Barre, VT
Firm
Zenith Marketing Group, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management

Data Provided By:
Mr. John A. Farrow, CFP®
(802) 728-4287
283 Boudro Rd
Randolph Center, VT
Firm
Farrow Financial Inc

Data Provided By:
TD Bank
(802) 479-3313
Depot Square
Barre, VT
Type
Branch
Drive Up Hours
Mon-Fri 8:00-6:00
Sat 8:00-1:00

Joyce Cole
J. Cole Financial Advisers, Inc.
(802) 225-1314
30 Center Road
Montpelier, VT
Expertises
Ongoing Investment Management, Financial Issues Between Generations, Socially Responsible Investments, Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. Lee A. White, CFP®
(802) 476-6191
86 Summer St
Barre, VT
Firm
Lee A White & Associates

Data Provided By:
Joseph P Preddy, CFP®
(802) 479-0645
316 North Main Street
Barre, VT
Firm
Community Financial Services Group, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Mark C. Giometti, CFP®
(781) 729-2031
147 Sugarbush Woods Rd
Warren, VT
Firm
Black Diamond Financial Planning, LLC

Data Provided By:
TD Bank
(802) 371-1622
School Street and Main Street
Montpelier, VT
Type
Branch
Office Hours
Mon-Fri 8:00-6:00
Sat 8:00-1:00
Drive Up Hours
Mon-Fri 8:00-6:00
Sat 8:00-1:00

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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