Commercial Mortgage Financing Bonita Springs FL

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

Paul Pignone
Boston Retirement Advisors, LLC
(239) 444-1714
27499 Riverview Center Boulevard -Suite 123
Bonita Springs, FL
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Hourly Financial Planning Services, High Net Worth Client Needs, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, ChFc, CLU, CSA

Clare Wherley
Lassus Wherley
(239) 495-1520
3333 Renaissance Blvd., Suite 207
Bonita Springs, FL
Expertises
Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Donald Purtill
Purtill Financial LLC
(239) 628-3452
6662 Estero Boulevard, Unit 211-B
Fort Myers Beach, FL
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, High Net Worth Client Needs, Tax Planning, Retirement Planning & Distribution Rules, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CPA/PFS, MBA

Kathleen Campbell
Campbell Financial Partners, LLC
(239) 454-5333
15051 S. Tamiami Trail, Suite 203
Fort Myers, FL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Hourly Financial Planning Services, College/Education Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor

Brian Rezny
Rezny Wealth Management, Ltd.
(800) 618-8577
5237 Summerlin Commons Blvd.
Fort Myers, FL
Expertises
High Net Worth Client Needs, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Diahann Lassus
Lassus Wherley
(239) 495-1520
3333 Renaissance Blvd., Suite 207
Bonita Springs, FL
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CPA/PFS, MBA

Ramsey Bova
Moneywatch Advisors, Inc.
(239) 597-1117
4524 Silver Fox Drive
Naples, FL
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Keith Amburgey
Rutherford Asset Planning, Inc.
(239) 261-3344
5150 Tamiami Trail North, Suite 204
Naples, FL
Expertises
Ongoing Investment Management, Real Estate Investments, Alternative or Private Investments, High Net Worth Client Needs, Retirement Plan Investment Advice, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Todd Macke
Macke Financial Advisory Group, Inc.
(239) 275-1122
12699 New Brittany Boulevard
Ft. Myers, FL
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Alternative or Private Investments, Tax Planning, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. David W. Struble, CFP®
(239) 495-2242
9240 Bonita Beach Rd SE Ste 3300
Bonita Springs, FL
Firm
Struble Financial Services Inc

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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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