Commercial Mortgage Financing Clemson SC

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

Mr. Albert M Campbell Iii, CFP®
154 Exchange St
Pendleton, SC
Firm
Probity Advisors, Inc.
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Richard Jon Dobler, CFP®
(864) 885-5604
301 East Main Street
Seneca, SC
Firm
Wells Fargo Advisors

Data Provided By:
Mr. Jesse E. Wright Iii, CFP®
(800) 825-4924
P. O. Box 1809
Seneca, SC
Firm
Wells Fargo Advisors
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Retirement Income Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Thomas K. Mcdonald, CFP®
(864) 231-7760
2202 N Main St
Anderson, SC
Firm
McDonald, Cox & Klugh, Inc.
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Investment Management

Data Provided By:
Mr. Jonathan C. Anderson, CFP®
(864) 224-3474
415 North Main Street
Anderson, SC
Firm
Jones, Spitz, Moorhead, Baird, & Albergotti
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, Investment Management, Legal Advice

Data Provided By:
Mr. Albert M. Campbell Jr., CFP®
(864) 654-3121
PO Box 658
Pendleton, SC
Firm
ACI Financial

Data Provided By:
Mr. Alex Vassey, CFP®
(864) 718-0600
140 Bountyland Rd
Seneca, SC
Firm
Financial Dynamics
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management

Data Provided By:
Mr. Robby Thomas Bryant, CFP®
(864) 886-9766
1215 Cane Creek Dr
Seneca, SC
Firm
Magnolia Financial Planning Se

Data Provided By:
Clarence C Boucher, CFP®
(864) 222-1872
602 N McDuffie St
Anderson, SC
Firm
Boucher Capital Management, Inc.
Areas of Specialization
Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Arthur M Klugh Iv, CFP®
(864) 231-7760
2202 N Main St
Anderson, SC
Firm
McDonald, Cox, and Klugh
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

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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