Commercial Mortgage Financing Bronx NY

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

John Henry Low
Knickerbocker Advisors Inc.
(212) 717-8080
230 Park Avenue, Suite 456
New York, NY
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, MBA

Gary Schatsky
IFC Personal Money Manager, Inc.
(212) 721-8713
98 Riverside Drive, 17th Floor
New York, NY
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Advising Medical Professionals, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BA, JD

Keith Amburgey
Rutherford Asset Planning, Inc.
(201) 266-6807
2 Lambs Lane
Cresskill, NJ
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®

Lewis Altfest
Altfest Personal Wealth Management
(212) 406-0850
425 Park Avenue, 24th Floor
New York, NY
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Alternative or Private Investments, High Net Worth Client Needs, Estate & Generational Planning Issues, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, CPA/PFS, MBA, PhD

Annette Clearwaters
Clarity Investments + Planning LLC
(212) 730-7029
60 East 42nd Street, Suite 1600
New York, NY
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, College/Education Planning, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®

Steven Copeland
Safe Harbor Financial Planning
(914) 771-5277
53 Rossmore Avenue
Bronxville, NY
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, College/Education Planning, Estate & Generational Planning Issues, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Karen Altfest
Altfest Personal Wealth Management
(212) 406-0850
425 Park Avenue, 24th Floor
New York, NY
Expertises
Women's Financial Planning Issues, Ongoing Investment Management, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, CFP®, MA, PhD

Keith Amburgey
Rutherford Asset Planning, Inc.
(866) 261-3344
445 Park Ave
New York, NY
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®

James Ludwick
MainStreet Financial Planning, Inc.
(917) 320-5460
1440 Broadway, 23rd Floor
New York City, NY
Expertises
Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Real Estate Investments, Retirement Planning & Distribution Rules, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

Frederick Deyeso
financial filosophy
(917) 916-2207
105 East 38th, 5B
New York, NY
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MSFP

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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