Commercial Mortgage Financing Chester VA

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

Michael Joyce
JoycePayne Partners
(804) 358-2702
9030 Stony Point Parkway, Suite 100
Richmond, VA
Expertises
Planning Concerns for Corporate Executives, Ongoing Investment Management, Alternative or Private Investments, Tax Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA

William Lagos
Kuehl Shepherd Kozlowski & Associates, Inc.
(804) 592-3465
9030 Story Point Parkway, Suite 160
Richmond, VA
Expertises
Retirement Planning & Distribution Rules, Tax Planning, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc

David Kozlowski
Kuehl Shepherd Kozlowski & Associates, Inc.
(804) 592-3465
9030 Story Point Parkway, Suite 160
Richmond, VA
Expertises
Ongoing Investment Management, Tax Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, MS

Wendell Fuller
Fuller Wealth Advisors, Inc.
(804) 400-0371
2711 Buford Road, Suite 212
Richmond, VA
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Francis W. Andrews, CFP®
(804) 520-1384
280 Charles H Dimmock Pkwy
Colonial Heights, VA
Firm
Andrews, Barwick & Lee, P.C.
Areas of Specialization
Accounting, Asset Allocation, Education Planning, Elder Care, Estate Planning, General Financial Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Edward Hoppe
Kuehl Shepherd Kozlowski & Associates, Inc.
(804) 592-3465
9030 Story Point Parkway, Suite 160
Richmond, VA
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, CPA/PFS, MS

James Shepherd
Kuehl Shepherd Kozlowski & Associates, Inc.
(804) 592-3465
9030 Story Point Parkway, Suite 160
Richmond, VA
Expertises
Tax Planning, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, CPA/PFS, MS

Marshall H. Groom, Jr.
Groom Financial Advisory
(804) 716-2100
2523 Park Avenue, Suite 2
Richmond, VA
Expertises
Ongoing Investment Management, Hourly Financial Planning Services, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Estate & Generational Planning Issues, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, JD

Mr. Stephen Vail Smith, CFP®
(804) 530-1372
13135 Rivers Bend Blvd
Chester, VA
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care

Data Provided By:
Mr. John Richard Upton, CFP®
(804) 256-0074
320A Charles H Dimmock Pkwy
Colonial Heights, VA
Firm
Wachovia Securities

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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