Commercial Mortgage Financing Charlottesville VA

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

Robert Arms
Marotta Wealth Management, Inc.
(434) 244-0000
One Village Green Circle, Suite 100
Charlottesville, VA
Expertises
Helping Clients Identify & Achieve Goals, Insurance Related Issues, including Annuities, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AIF, ChFc, CLU

Nora Gillespie
The Wrightbridge Company, Inc.
(434) 971-6825
1227 Cedars Court
Charlottesville, VA
Expertises
Cash Flow/Budgets/Credit Issues, College/Education Planning, Insurance Related Issues, including Annuities, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CFS, MA

Mr. Todd A. Sturman, CFP®
(877) 890-6484
106 W South St Ste 207
Charlottesville, VA
Firm
Tilton Sturman Financial, Inc.
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Healthcare Planning, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. John C. Dean, CFP®
(434) 951-9988
Dean & Masloff, An Independent Firm
Charlottesville, VA
Firm
Raymond James Financial Services, Inc. Member FINRA/SIPC
Areas of Specialization
Comprehensive Financial Planning, Investment Management

Data Provided By:
Mr. Joseph M Marques, CFP®
100 E South St
Charlottesville, VA
Firm
Wells Fargo Advisors, LLC

Data Provided By:
David Marotta
Marotta Wealth Management, Inc.
(434) 244-0000
One Village Green Circle, Suite 100
Charlottesville, VA
Expertises
Ongoing Investment Management, College/Education Planning, Financial Issues Between Generations, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, CFP®

Mr. Samuel W. Kan, CFP®
(434) 326-1226
600 Massie Road
charlottesville, VA
Firm
US Army
Areas of Specialization
Estate Planning, Government and Military, Legal Advice, Real Estate, Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Government Employees

Data Provided By:
Mr. Joseph R Feola, CFP®
(434) 220-4671
941 Glenwood Station Lane
Charlottesville, VA
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. Steven J Engel, CFP®
(434) 220-4671
941 Glenwood Station Ln Ste 203
Charlottesville, VA
Firm
Ameriprise Financial
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Ms. Kimberlee A. Barrett-Johnson, CFP®
(434) 296-6611
914 E. Jefferson St.
Charlottesville, VA
Firm
Barrett-Johnson & Associates
Areas of Specialization
Charitable Giving, Estate Planning, General Financial Planning, Investment Management, Life Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



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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