Commercial Mortgage Financing Brandon MS

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

John Bergland, Jr.
Bergland Wealth Management, Inc.
(601) 956-5181
PO Box 1318
Ridgeland, MS
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Advising Medical Professionals, Ongoing Investment Management, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, M.Div.

Mr. William Patrick Harmon, CFP®
(601) 992-5292
1929 Spillway Road
Brandon, MS
Firm
Fortenberry & Ballard
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Comprehensive Financial Planning, Cross-Border Planning, Debt Management, Elder Care

Data Provided By:
Mr. Chris A. Noone, CFP®
(601) 362-4060
4780 I 55 N Ste 302
Jackson, MS
Firm
MN Investment Group

Data Provided By:
Mr. Gregory D. Breland, CFP®
(601) 718-3000
4785 Old Canton Rd Ste 201
Jackson, MS
Firm
Breland Financial Group
Areas of Specialization
Comprehensive Financial Planning, Disaster Recovery, Divorce Issues, Government and Military, Investment Management, Retirement Income Management, Tax Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Ward W. Vanskiver, CFP®
(601) 366-4050
PO Box 16468
Jackson, MS
Firm
Raymond James Financial Serv

Data Provided By:
Tiffany Ballard
Bergland Wealth Management, Inc.
(601) 956-5181
PO Box 1318
Ridgeland, MS
Expertises
Cash Flow/Budgets/Credit Issues, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®

Mr. Dan L. Hammond, CFP®
(601) 992-3066
PO Box 5840
Brandon, MS
Firm
Hammond Financial Services Inc
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Elder Care, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Brian M. Hill, CFP®
(601) 982-8221
4500 I 55 N
Jackson, MS
Firm
LPL Financial
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Stephen M. Griner, CFP®
(601) 368-2247
4266 I 55 N
Jackson, MS
Firm
Raymond James & Associates, Inc.
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: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Woodrow Wilson Day, CFP®
(601) 366-4050
4316 Old Canton Rd Ste 100B
Jackson, MS
Firm
Raymond James Financial Services

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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