Commercial Mortgage Financing Easton PA

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

Christopher Jones
Sparrow Wealth Management
(877) 330-9191
3655 William Penn Highway
Easton, PA
Expertises
Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Advising Entrepreneurs, Professional Athletes or Entertainers, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Russell Wild
Global Portfolios
(610) 530-0078
1493 Cedarwood Road
Allentown, PA
Expertises
Retirement Plan Investment Advice, Hourly Financial Planning Services, Divorce Planning, Newlyweds & Novice Investors, Helping Clients Identify & Achieve Goals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, MBA

Mr. Robert Willever, CFP®
(610) 559-1782
6 Centre Sq
Easton, PA
Firm
The Willever Financial Group

Data Provided By:
Mr. Henry R. D'Alberto, CFP®
(610) 559-1600
1700 Northampton St Ste A
Easton, PA
Firm
American Financial Associates

Data Provided By:
Mr. Joseph C. Parsons, CFP®
(215) 258-3269
137 N 2nd St
Easton, PA
Firm
Investment Advs Asset Management

Data Provided By:
Michael Joyce
JoycePayne Partners
(610) 882-3882
74 West Broad Street, Suite 320
Bethlehem, PA
Expertises
Planning Concerns for Corporate Executives, Ongoing Investment Management, Alternative or Private Investments, Tax Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA

Kevin Brosious
Wealth Management, Inc.
(484) 264-6270
1275 Glenlivit Drive, Suite 100
Allentown, PA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Cash Flow/Budgets/Credit Issues, Planning Concerns for Corporate Executives, Hourly Financial Planning Services, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CPA, MBA, PFS

Mr. Michael R. Glovas, CFP®
(610) 515-1062
101 Larry Holmes Dr
Easton, PA
Firm
Morgan Stanley Global Wealth Management
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Long-Term Care, Mortgages, Retirement Planning

Data Provided By:
Mr. Joseph A. Digangi Jr., CFP®
(610) 991-3300
101 Larry Holmes Dr Ste 300-A
Easton, PA
Firm
Elite Financial & Settlement Consulting, Inc.

Data Provided By:
Mr. Jeffrey J. Febbo, CFP®
(610) 252-0455
801 Walnut St
Easton, PA
Firm
Genworth Financial Securities
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



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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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