Commercial Mortgage Financing Baton Rouge LA

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

Mr. Steven A. Billings, CFP®
(225) 448-3070
6605 Jefferson Hwy
Baton Rouge, LA
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mrs. Chelsea R. Smith, CFP®
(225) 922-6903
7150 Jefferson Hwy
Baton Rouge, LA
Firm
UBS
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management, Retirement Planning

Data Provided By:
Mr. Whitcomb A. Morris, CFP®
(225) 448-3070
6605 Jefferson Highway
Baton Rouge, LA
Firm
Ameriprise Financial

Data Provided By:
Mr. Charles N. Bombet Ii, CFP®
(225) 709-6211
2431 S Acadian Thruway Ste 285
Baton Rouge, LA
Firm
The Bombet Company LLC
Areas of Specialization
Business Succession Planning, Education Planning, Estate Planning, General Financial Planning, Planning for Couples, Retirement Income Management, Retirement Planning

Data Provided By:
Ms. Dorothy A. Gilbert, CFP®
(225) 769-2320
7330 Highland Rd
Baton Rouge, LA
Firm
SagePoint Financial, Inc.
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Profession: Not Applicable

Data Provided By:
Mr. Kerry G. Uffman, CFP®
(225) 926-1050
527 E Airport Ave
Baton Rouge, LA
Firm
Thomas Wilson Ragusa Uffman

Data Provided By:
Ms. Virginia A. Tyler, CFP®
(225) 333-0955
7550 Lasalle Ave Apt 105
Baton Rouge, LA
Firm
Self Employed

Data Provided By:
Ms. Helen E. Graf, CFP®
(225) 223-6048
2161 Quail Run Ste C
Baton Rouge, LA
Firm
Graf Financial L.L.C.
Areas of Specialization
Divorce Issues, General Financial Planning, Investment Management, Retirement Planning, Securities, Sudden Wealth Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. G. Wade Evans, CFP®
(225) 761-7870
6713 Perkins Rd
Baton Rouge, LA
Firm
Evans Investment Advisors, LLC

Data Provided By:
Ms. Mary K. Martin, CFP®
(225) 215-3651
6719 Perkins Rd.
Baton Rouge, LA
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Life Transitions

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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