Commercial Mortgage Financing Coventry RI

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

Rebecca Preston
Preston Financial Planning
(401) 421-1777
251 Olney Street
Providence, RI
Expertises
Middle Income Client Needs, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Peter J. Alofsin, CFP®
(401) 885-1060
1300 Division Rd
West Warwick, RI
Firm
Capital Wealth Management, LLC

Data Provided By:
Mr. Paul J. Torti Jr., CFP®
(401) 354-9649
62 Crompton Avenue
West Warwick, RI
Firm
Torti Insurance-Close To Home Eldercare Advisory
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Debt Management, Elder Care, General Financial Planning, Healthcare Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000



Data Provided By:
Mr. Stuart F. Latessa, CFP®
(401) 626-1039
821 Main St
East Greenwich, RI
Firm
Citizens Investment Services
Areas of Specialization
Asset Allocation, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Christopher R Di Fronzo, CFP®
(401) 244-3260
117 Metro Center Blvd Unit 2008
Warwick, RI
Firm
Pioneer Financial
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Retirement Income Management, Retirement Planning

Data Provided By:
Angela Thomson
Coastal Financial Planning, Inc.
(401) 727-8151
12 Breakneck Hill Road, Suite 100
Lincoln, RI
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Mr. William S Tuttle, CFP®
(401) 885-1060
1300 Division Road
W. Warwick, RI
Firm
Capital Wealth Management, Inc.
Areas of Specialization
Asset Allocation, Investment Management, Investment Planning, Securities

Data Provided By:
Mr. Mark S. Buckley, CFP®
(401) 467-6800
511 Green Bush Road
East Greenwich, RI
Firm
Law Office Of Mark S. Buckley
Areas of Specialization
Budget Development, Debt Management, Estate Planning, Legal Advice

Data Provided By:
Mr. Richard J Russillo Jr., CFP®
(401) 943-3034
1165 Phenix Ave
Cranston, RI
Firm
SRF Wealth Management

Data Provided By:
Ms. Rulla Nehme, CFP®
(401) 691-4145
935 Jefferson Blvd Ste 2000
Warwick, RI
Firm
Independence Financial Partners
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, 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: Not Applicable

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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