Commercial Mortgage Financing East Syracuse NY

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

Anthony Farella
Rockbridge Investment Management, LLC
(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Ms. Marian S. Loosmann, CFP®
(315) 637-9588
246 Oarlock Circle
E. Syracuse, NY

Data Provided By:
Ms. Patricia K. Averson, CFP®
(315) 463-8522
6320 Fly Rd
East Syracuse, NY
Firm
Averson & Klinetop, LLP

Data Provided By:
Mr. Jeffry A. Berman, CFP®
(315) 432-5522
6511C Basile Rowe
East Syracuse, NY
Firm
Employee Benefit Systems Inc
Areas of Specialization
Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Ms. Vivian M. Derrickson, CFP®
(315) 251-0512
6319 Fly Road
East Syracuse, NY
Firm
Ameriprise Financial Services
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, Insurance Planning, LGBT Individuals and Couples
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Gary R. Croniser, CFP®
(315) 579-8884
5760 Commons Park
East Syracuse, NY
Firm
Commonwealth
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. George Stephen Urist, CFP®
(315) 445-2147
5730 Commons Park
East Syracuse, NY
Firm
Urist Financial & Retirement P
Areas of Specialization
Divorce Issues, Estate Planning, Investment Management, Long-Term Care, Retirement Income Management, Sudden Wealth Management, Tax Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Anthony G. Schiano, CFP®
(315) 445-0369
5750 COMMONS PARK
EAST SYRACUSE, NY
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Planning, Retirement Income Management, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Darren Grahame, CFP®
34 Aspen Park Blvd
East Syracuse, NY
Firm
Northwestern Mutual

Data Provided By:
Mr. William T. Zaika, CFP®
(315) 579-8880
5760 Commons Park
East Syracuse, NY
Firm
Diversified Wealth Strategies, LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

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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