Commercial Mortgage Financing Concord NH

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

Glenn Sweeney
SFM, LLC
(603) 625-8400
575 Front Street
Manchester, NH
Expertises
Planning Issues for Business Owners, Ongoing Investment Management, Real Estate Investments, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFA, CPA

Mrs. Regina M. Kozsan, CFP®
(603) 296-0063
2 S State St
Concord, NH
Firm
Globe Wealth Management

Data Provided By:
Mr. Paul M. Provost, CFP®
(603) 223-2737
89 N Main St
Concord, NH
Firm
Merrimac County Savings Bank

Data Provided By:
Ms. Diane J. Destefano, CFP®
(603) 856-5211
90 N Main St
Concord, NH
Firm
Charter Trust Company
Areas of Specialization
Charitable Giving, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management, Retirement Planning

Data Provided By:
Ms. Stacey L. Blodgett, CFP®
(603) 296-0063
2 S State St
Concord, NH
Firm
Globe Wealth Management
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning

Data Provided By:
Mr. William J. Gleeson, CFP®
(603) 540-9586
109 1/2 S State St
Concord, NH
Firm
Modern Woodmen of America/MWA Financial Services, Inc.

Data Provided By:
Mr. George A. Desaulniers, CFP®
(603) 226-1111
10 Park Street
Concord, NH
Firm
UBS Financial Services, Inc
Areas of Specialization
Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. John R. Heise, CFP®
(603) 581-7125
9 Franklin St
Concord, NH
Firm
Atlas Financial Group, LLC
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Jeffrey L. Wesson, CFP®
(603) 290-5015
20 Warren St Ste 10
Concord, NH
Firm
Waddell & Reed, Inc.
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable



Data Provided By:
Mr. Robert S. Blood, CFP®
(603) 224-3691
194 Pleasant St
Concord, NH
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

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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