Commercial Mortgage Financing Dayton OH

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

Douglas Kinsey
Artifex Financial Group, LLC
(937) 660-8311
2305 Far Hills Avenue
Oakwood, OH
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Tax Planning, Insurance Related Issues, including Annuities, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, AIF, AIFA, CDFA, CFP®

Dan Hypes
LifePlan Financial Group, Inc.
(937) 438-8000
10050 Innovation Drive
Dayton, OH
Expertises
Helping Clients Identify & Achieve Goals, Financial Issues Between Generations, Women's Financial Planning Issues, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. James D. Rickey, CFP®
(937) 220-4915
40 N Main St Ste 1800
Dayton, OH
Firm
SS+D Financial, LLC

Data Provided By:
Mr. John C. Girvin, CFP®
(937) 938-6162
2305 Far Hills Ave Ste 206
Dayton, OH
Firm
Artifex Financial Group

Data Provided By:
Mrs. Joy E. Pascoe, CFP®
(937) 223-4024
110 N Main St Ste 1100
Dayton, OH
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided By:
Allen Osgood
Financial Freedom, LLC
(937) 458-3661
2661 Commons Boulevard
Beavercreek, OH
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Tyrone Phillippi
LifePlan Financial Group, Inc.
(937) 438-8000
10050 Innovation Drive
Dayton, OH
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Advising Employee Benefit Plan Participants, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CSA

Ms. Sangphet Hanvanich, CFP®
(937) 478-6957
2555 S. Dixie Drive, Suite 202
Kettering, OH
Firm
Hanvanich Financial LLC

Data Provided By:
Mr. Edwin P. Morrow Iii, CFP®
(937) 285-5343
10 W. Second St.
Dayton, OH
Firm
KeyBank

Data Provided By:
Mr. Geoffrey A. Merl, CFP®
(937) 226-6567
110 N Main St Ste 1600
Dayton, OH
Firm
UBS Financial Services, Inc.

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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