Commercial Mortgage Financing Cartersville GA

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

Thomas Tillery
Paraklete Financial, Inc.
(678) 290-3930
1230 Valley Reserve Dr. NW
Kennesaw, GA
Expertises
Investment Advice without Ongoing Management, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU, CRPC, MSFS, EdM

Mr. Jason S. Walling, CFP®
(770) 387-3123
499 East Main St.
Cartersville, GA
Firm
Wells Fargo Advisors

Data Provided By:
Mr. Wallace Ziprik Iii, CFP®
(770) 948-4568
3950 Cobb Pkwy NW Ste 704
Acworth, GA
Firm
Wallace Ziprik III, CPA

Data Provided By:
Mr. Harry R. Arrowood, CFP®
(678) 363-0078
200 E Memorial Dr Ste 9
Dallas, GA
Firm
Invest Financial Corp.

Data Provided By:
Ms. Julie Kimball, CFP®
(770) 928-8100
1816 Eagle Dr Bldg A
Woodstock, GA
Firm
Summit Financial Solutions
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Glen A. Merritt, CFP®
(770) 578-6140
100 W Cherokee Ave
Cartersville, GA
Firm
Raymond James Financial Services, Inc.
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Planning

Data Provided By:
Mr. Lemuel Mills Bargeron, CFP®
(770) 386-2491
PO Box 758
Cartersville, GA
Firm
Estate & Financial Services

Data Provided By:
Mr. E. Forrest Wise, CFP®
(770) 424-5292
PO Box 801069
Acworth, GA
Firm
E. F. Wise Planning, LLC
Areas of Specialization
Asset Allocation, Estate Planning, General Financial Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Daniel F. Rooney Jr., CFP®
1097 Towne Lake Hls E
Woodstock, GA
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Cross-Border Planning, Estate Planning, General Financial Planning, Insurance 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:
Mrs. Deanna R. Larue, CFP®
(770) 420-2954
1000 Wyngate Pkwy Ste 120
Woodstock, GA
Firm
TimeWise Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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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