Commercial Mortgage Financing Clarksburg WV

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

Mr. William J. Quinn Ii, CFP®
(304) 623-6536
321 W Main St
Clarksburg, WV
Firm
Meredith, Quinn & Stenger A C
Areas of Specialization
Accounting, Small Business Planning, Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Bruce W. Kidd, CFP®
(304) 623-6060
117 S 4th St
Clarksburg, WV
Firm
American Express Finl Advisors

Data Provided By:
Mr. Thomas R. Williams, CFP®
(304) 842-0015
1160 Johnson Avenue
Bridgeport, WV
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning

Data Provided By:
Chase Bank
(304) 624-3403
229 W Main St
Clarksburg, WV
Type
Freestanding
Office Hours
Mon:9:00-5:00
Tues:9:00-5:00
Wed:9:00-5:00
Thurs:9:00-5:00
Fri:9:00-5:00
Sat:closed
Sun:closed

Edward Jones
(888) 891-1467
6113 Main St
Jane Lew, WV

Data Provided By:
Rebecca A Wilson, CFP®
(304) 626-1730
100 South Fourth Street
Clarksburg, WV
Firm
BB&T
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
David M. Patterson, CFP®
(304) 623-6060
117 South 4th Street
Clarksburg, WV
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Bill S. Childers, CFP®
(304) 842-6315
119 Steele St
Bridgeport, WV
Firm
Childers Financial Planning
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Chase Bank
(304) 842-2368
1507 Johnson Ave
Bridgeport, WV
Type
Freestanding
Office Hours
Mon:9:00-6:00
Tues:9:00-6:00
Wed:9:00-6:00
Thurs:9:00-6:00
Fri:9:00-6:00
Sat:9:00-2:00
Sun:closed

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

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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