Commercial Mortgage Financing Bay City MI

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

Mr. Michael Farnsworth, CFP®
(989) 893-9716
814 Adams St
Bay City, MI
Firm
Ameriprise Financial Services

Data Provided By:
Mr. Timothy J. Holsworth, CFP®
(989) 671-2600
1601 Marquette St.
Bay City, MI
Firm
AHP Financial Services/Raymond

Data Provided By:
Mr. Theodore C. Schumann, CFP®
(989) 686-6222
PO Box 280
Bay City, MI
Firm
DBS Investment Advisers LLC
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided By:
Mr. Michael Ciaciuch, CFP®
(989) 686-6222
6006 Westside Saginaw Road
Bay City, MI
Firm
DBS Investment Advisers, LLC

Data Provided By:
Mr. Dennis James Taylor, CFP®
(989) 791-7676
4760 Fashion Square Blvd
Saginaw, MI
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, Retirement Planning, Women's Finances
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Karl H. Roth, CFP®
(989) 894-4595
101 1st St
Bay City, MI
Firm
Wells Fargo Advisors
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Theodore C. Schumann Ii, CFP®
(989) 686-6222
6006 Westside Saginaw Rd
Bay City, MI
Firm
DBS Investment Advisers, LLC

Data Provided By:
Mary Angela Hofmeister, CFP®
(989) 894-1129
863 N Pine Rd Ste C
Essexville, MI
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Retirement Planning, Women's Finances

Data Provided By:
Ms. Mary L Rankey, CFP®
(989) 791-8447
4805 Towne Centre #200
Saginaw, MI
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Scott T. Stasik, CFP®
(989) 799-9630
4800 Fashion Square Blvd.
Saginaw, MI
Firm
AXA Advisors, LLC
Areas of Specialization
General Financial 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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