Commercial Mortgage Financing Bear DE

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

Joan Sharp
Life Strategies, LLC
(302) 324-5363
42 Read's Way, New Castle Corp. Commons
New Castle, DE
Expertises
Helping Clients Identify & Achieve Goals, Newlyweds & Novice Investors, Special Needs Planning, Planning Issues for Unmarried & Same-Sex Couples, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CAP, CFP®, ChFc, MSFS

Vincent Schiavi
Schiavi + Dattani
(302) 994-4444
2710 Centerville Road, Suite 201
Wilmington, DE
Expertises
Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Ongoing Investment Management, Planning Concerns for Corporate Executives, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CPA/PFS

Kristofor Behn
Fieldstone Financial Management Group, LLC
(800) 888-5164
The Brandywine Building
Wilmington, DE
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Financial Issues Between Generations, Estate & Generational Planning Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Donald Nicholson
Donald W Nicholson & Associates, Ltd.
(302) 529-1500
1403 Silverside Road, Suite B
Wilmington, DE
Expertises
Financial Issues Between Generations, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Planning Issues for Business Owners, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, AAMS, CFP®

Mr. Michael J Alvini, CFP®
(302) 836-8490
1400 Peoples Plaza, Suite 104
Newark, DE
Firm
Alvini & Associates, P.A.
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Paul Baumbach
Mallard Advisors, LLC
(302) 737-4546
750 Barksdale Road, Suite 3
Newark, DE
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, BS, CFA, CFP®, ChFc, MS

Burwell Hutchinson
Fischer & Hutchinson Wealth Advisors, LLC
(302) 442-4233
5560 Kirkwood Highway
Wilmington, DE
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Real Estate Investments, Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

William Starnes
Mallard Advisors, LLC
(302) 239-1654
1041 Valley Road
Hockessin, DE
Expertises
Ongoing Investment Management, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, ChFc, MST

Ms. Myrna F. Moxham, CFP®
(302) 547-4708
3 Wildfields Ct
Bear, DE
Firm
Lincoln Investment Planning

Data Provided By:
Mr. Joseph E Fasy, CFP®
81 Hempstead Dr
Newark, DE
Firm
Anchor Financial Solutions

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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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