Commercial Mortgage Financing Beaufort SC

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

Desmond Quigley
Quigley Financial
(678) 520-2327
254 Oak Forest Rd
Bluffton, SC
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Tax Planning, Cash Flow/Budgets/Credit Issues, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Don May
80 LADIES ISLAND DR SUITE F
Beaufort, SC
Company
Company: LPL FINANCIAL
Service
High Yield Bank Accounts,Income for Life/ Preserve Principal,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Hourly Financial Planning Engagements,Life Settlements,IRA, 401k, Roth IRA, QDRO Rollovers,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,401k Rollover

Data Provided By:
Mr. John S. Sumner Iii, CFP®
(843) 524-1114
211 Scotts St
Beaufort, SC
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Intergenerational Planning

Data Provided By:
Mr. Jeffrey B Baumhoer, CFP®
(843) 522-9001
1702 Ribaut Road
Beaufort, SC
Firm
Edward D Jones & Company
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management

Data Provided By:
Ms. Heidi O. Yoshida, CFP®
(843) 342-8800
4 Dunmore Ct Ste 201
Hilton Head, SC
Firm
Boys, Arnold & Company

Data Provided By:
Mr. Ronald A. Freeman Jr., CFP®
(843) 524-6310
39 Professional Village Cir
Beaufort, SC
Firm
Hand and Tanner Financial Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Estate Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided By:
Mr. Jack C. Worrell, CFP®
(843) 521-1928
2015 Boundary St Ste 226
Beaufort, SC
Firm
Carolina Planning Group

Data Provided By:
Mrs. Whitney L. Mcdaniel, CFP®
(843) 524-1114
211 Scott St
Beaufort, SC
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management

Data Provided By:
Mr. Todd R. Rhine, CFP®
(843) 682-4041
7 Finch Street
Hilton Head Island, SC
Firm
Todd Rhine Planning
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Ms. Elizabeth D. Loda, CFP®
(843) 681-7526
4 Dunmore Ct Ste 101
Hilton Head Island, SC
Firm
Womens Financial Network
Areas of Specialization
Asset Allocation, Divorce Issues, Estate Planning, General Financial Planning, Insurance Planning, Intergenerational 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:
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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