Commercial Mortgage Financing Clio MI

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

Mr. Neil William Huard, CFP®
(810) 687-6300
13074 Golfside Ct
Clio, MI
Firm
Neil W Huard

Data Provided By:
Mr. Roland J. Szukhent Sr., CFP®
(810) 487-1183
2521 N Elms Rd
Flushing, MI
Firm
Ameriprise Financial Services

Data Provided By:
Ms. Laurie Patricia Torrey, CFP®
(810) 732-7777
PO Box 320100
Flint, MI
Firm
Rachor Investment Advisory Services, LLC

Data Provided By:
Mr. Peter G. Timmerman, CFP®
(810) 471-3732
2501 S. Dye Road
Flint, MI
Firm
Beacon Financial Group Inc

Data Provided By:
Mr. Adam L. Coselmon, CFP®
(810) 230-2937
2370 S. Linden Road
Flint, MI
Firm
Morgan Stanley Smith Barney

Data Provided By:
Mr. Gregg C. Carrier, CFP®
(810) 687-1022
164 W Vienna St
Clio, MI
Firm
Nest Egg 4 You. LLC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Paul D. Penzel, CFP®
(810) 230-6900
6015 Pierson Ste Two
Flushing, MI
Firm
Investment Management

Data Provided By:
Mr. Kevin J. Decker, CFP®
(810) 237-4205
328 S Saginaw St
Flint, MI
Firm
Citizens Bank Wealth Management
Areas of Specialization
Asset Allocation, Banking, Charitable Giving, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided By:
Edward T. Foltz, CFP®
(989) 652-6104
522 S Main St
Frankenmuth, MI
Firm
Emil Rummel Agency, Inc.
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Jonathan E Hohn, CFP®
(810) 766-7870
328 S. Saginaw St.
Flint, MI
Firm
Citizens Bank
Areas of Specialization
Asset Allocation, Banking, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000



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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