Commercial Mortgage Financing Bristol RI

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

Rebecca Preston
Preston Financial Planning
(401) 421-1777
251 Olney Street
Providence, RI
Expertises
Middle Income Client Needs, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Angela Thomson
Coastal Financial Planning, Inc.
(401) 727-8151
12 Breakneck Hill Road, Suite 100
Lincoln, RI
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Mr. Joseph K. Cembrola, CFP®
(401) 253-8387
10 Tobin Ln
Bristol, RI
Firm
n/a

Data Provided By:
Mr. John A. Varao, CFP®
(508) 678-4844
435 Columbia St
Fall River, MA
Firm
The Tax Consultants Inc
Areas of Specialization
Accounting, Employee and Employer Plan Benefits, General Financial Planning, Retirement Planning, Small Business Planning, Tax Planning, Tax Preparation

Data Provided By:
Mr. Reid H. Hansen, CFP®
(401) 474-7670
257 County Rd
Barrington, RI
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Maxine Johnson
Foresight Personal Financial Planning, LLC
(508) 728-9454
P.O. Box 1059
Attleboro, MA
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Investment Advice without Ongoing Management, Socially Responsible Investments, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, CTFA, MBA

Mr. Thomas Patrick Langdon, CFP®
(401) 254-5356
One Old Ferry Road
Bristol, RI
Firm
Roger Williams University Gabe

Data Provided By:
Ms. Mary Angel Coelho, CFP®
(401) 253-6800
P.O. Box 46
Bristol, RI
Firm
Coelho & Callahan

Data Provided By:
Mrs. Barbara M. Holmes, CFP®
(401) 247-3084
420 Middle Hwy
Barrington, RI
Firm
Barbara M. Holmes, CPA, CFP, MS, LLC

Data Provided By:
Mr. Michael J. Ford, CFP®
(401) 683-7760
3047 East Main Road, Ste 5
Portsmouth, RI
Firm
Ford & Messere, Inc.
Areas of Specialization
Accounting, Estate Planning, Tax 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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