Commercial Mortgage Financing Clover SC

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

Brian Terry
Cornerstone Financial Planners, LLC
(704) 906-2919
3533 Keithcastle Court
Charlotte, NC
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Advising Employee Benefit Plan Participants, Insurance Related Issues, including Annuities, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. James H. Hayes Jr., CFP®
(803) 222-6894
202 Church St
Clover, SC
Firm
Edward D Jones & Company
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. E. James Crisp Jr., CFP®
(704) 461-4510
5505 Weavers Row
Gastonia, NC
Firm
ClearBrook Advisory Services, LLC.
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Retirement Planning

Data Provided By:
Stephen Davis, CFP®
(704) 625-4116
12930 S Tryon St
Charlotte, NC
Firm
Bank of America Corporation
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000



Data Provided By:
Mr. John L. Farris Jr., CFP®
(704) 460-4021
3270A Robinwood Rd
Gastonia, NC
Firm
Farris Advisory Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Elder Care, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

Data Provided By:
Mr. Derek Martin Lewis, CFP®
(803) 831-0911
PO Box 5057
Lake Wylie, SC
Firm
R.P. Boggs & Co. Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Tax Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Jonathan F. Vancuren, CFP®
(803) 335-1500
453 Leaf Arbor Ct
Lake Wylie, SC
Firm
NestWise LLC
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care
Key Considerations
Average Income: $100,001 - $250,000



Data Provided By:
Mr. Joseph L. Schrader, CFP®
(704) 865-0248
1708-A East Garrison Blvd
Gastonia, NC

Data Provided By:
Mr. Lawrence E. Marin, CFP®
(800) 767-5386
750 S New Hope Rd
Gastonia, NC
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Timothy T. Paschall, CFP®
(704) 866-0294
1552 Union Rd
Gastonia, NC
Firm
Paschall & Associates
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

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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