Commercial Mortgage Financing Del Rio TX

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

Emily Suzanne Cooper, CFP®
(830) 774-5559
3900 Veterans Blvd
Del Rio, TX
Firm
Edward Jones
Areas of Specialization
Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Planning, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Eldon D. Brown, CFP®
(830) 775-2911
1100 Veterans Blvd Ste 1
Del Rio, TX
Firm
Brown Financial

Data Provided By:
Neil Vannoy
Vannoy Advisory Group, Inc.
(254) 213-5000
2501 Austin Avenue
Waco, TX
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Michelle Goldstein
Goldstein Financial Future
(214) 695-9251
#6 Brigade Ct.
Dallas, TX
Expertises
Cash Flow/Budgets/Credit Issues, Divorce Planning, Hourly Financial Planning Services, Newlyweds & Novice Investors, Retirement Planning & Distribution Rules, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, MBA

Christopher Baum
Vannoy Advisory Group, Inc.
(512) 355-1111
1000 Heritage Center Cir.
Round Rock, TX
Expertises
Retirement Plan Investment Advice, Advising Employee Benefit Plan Participants, Planning Issues for Business Owners, Advising Medical Professionals, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. John M Plumb, CFP®
(830) 768-4000
1200 Veterans Blvd
Del Rio, TX
Firm
Raymond James Financial Services
Areas of Specialization
Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Steven Estrin
The Financial Advisory Group Inc.
(713) 627-7660
5599 San Felipe. Suite 900
Houston, TX
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, MBA

Matthew Paladini
Paladini Financial Management, Inc.
(817) 704-7788
1161 Corporate Drive West, Suite 310
Arlington, TX
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues, Estate & Generational Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CIMA, CPA

Herbert Fulton
HerbFulton Investment Advisory, LLC
(512) 864-1331
310 South Austin Avenue
Georgetown, TX
Expertises
Advising Entrepreneurs, Divorce Planning, Real Estate Investments, Advising Medical Professionals, Hourly Financial Planning Services, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, RFC

Colin Bell
Bell Financial Planning Co.
(512) 347-9500
2901 Bee Cave Road, Box F
Austin, TX
Expertises
High Net Worth Client Needs, Advising Medical Professionals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

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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