Commercial Mortgage Financing Charleston WV

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

James Winter
Mountaineer Financial Planning, LLC
(304) 722-2065
410 6th Avenue
St. Albans, WV
Expertises
Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Mr. James M. O'Connor, CFP®
(304) 347-2519
500 Lee St E Ste 1100
Charleston, WV
Firm
Merrill Lynch
Areas of Specialization
Estate Planning, Insurance Planning, Long-Term Care, Mortgages, Retirement Planning, Wealth Management
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:
Mr. Christopher Heller, CFP®
(304) 353-9035
500 Lee St E Ste 300
Charleston, WV
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Life Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
David Keith Sowards Jr., CFP®
(304) 353-9046
500 Lee St E Ste 300
Charleston, WV
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided By:
Mr. Blaise M. Robeson, CFP®
(304) 348-5097
900 Lee St E Fl 3
Charleston, WV
Firm
Huntington Investment Company

Data Provided By:
Mr. Alan M. Moore, CFP®
(304) 348-7081
300 Summers St., 3rd floor
Charleston, WV
Firm
BB&T

Data Provided By:
Mr. David S. Long Jr., CFP®
(304) 353-9029
P.O. Box 671
Charleston, WV
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Securities
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. James M. Witt, CFP®
(304) 346-0441
PO Box 2629
Charleston, WV
Firm
Arnett & Foster
Areas of Specialization
Accounting, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Insurance 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. Casey J. Robinson, CFP®
(304) 353-3050
500 Lee St E Ste 300
Charleston, WV
Firm
Morgan Stanley Smith Barney

Data Provided By:
Mrs. Shoba Sampath, CFP®
(304) 346-4900
2508 Kanawha Blvd. E
Charleston, WV
Firm
AXA Advisors
Areas of Specialization
Comprehensive Financial Planning, Insurance Planning, Retirement Income Management, Risk Management, Young Professionals
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided By:
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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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