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:
Larry Maddox
Horizon Advisors, LLC
(713) 748-7000
5851 San Felipe, Suite 700
Houston, TX
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Financial Issues Between Generations, Helping Clients Identify & Achieve Goals, Advising Entrepreneurs, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Bryan Lee
Strategic Financial Planning, Inc.
(972) 403-1234
860 Hebron Parkway
Lewisville, TX
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Advising Entrepreneurs, Divorce Planning, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

David Diesslin
Diesslin & Associates, Inc.
(817) 332-6122 Ext: 212
303 Main Street, Suite 200
Ft. Worth, TX
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

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:
Eric Rabbanian
Rabbanian Financial Planning, Inc.
(512) 502-1928
9442 Capital of Texas Hwy. N, Suite 500
Austin, TX
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Planning Issues for Business Owners, Socially Responsible Investments, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, JD, MBA

Daniel Martucci
MWA Advisors, Inc.
(281) 488-2577
2437 Bay Area Blvd., #105
Houston, TX
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Women's Financial Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

John Eaton
Summit Wealth Management, Inc.
(210) 349-8517
14100 San Pedro, Ste 210
San Antonio, TX
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Investment Advice without Ongoing Management, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, CRPS

R. Douglas Pauley
Pauley Financial Services, Inc.
(972) 998-6468
4509 Saint Clair Ct
Flower Mound, TX
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Divorce Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, AIF, BS, CFP®, MBA

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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