Commercial Mortgage Financing Fairhope AL

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

John Brown
Brown McLeod, Inc.
(251) 928-9498
508 Fairhope Avenue
Fairhope, AL
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Ms. Katherine A. Monroe, CFP®
(251) 990-8855
208 North Greeno Road
Fairhope, AL
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Estate Planning, General Financial Planning, Investment Management

Data Provided By:
Mr. John P. Brandon, CFP®
(251) 928-1616
365 Grand Ave
Fairhope, AL
Firm
Atlantes Financial Advisors Corp

Data Provided By:
Mr. Daniel S. Mcleod, CFP®
(251) 928-9498
508 Fairhope Ave
Fairhope, AL
Firm
Brown Financial Advisory

Data Provided By:
Mr. Geoffrey F. Kennedy, CFP®
(251) 928-3131
308 Magnolia Ave Ste 200
Fairhope, AL
Firm
Kennedy Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Investment Management, Retirement Planning, Small Business Planning, Wealth Management

Data Provided By:
Scott McLeod
Brown McLeod, Inc.
(251) 928-9498
508 Fairhope Avenue
Fairhope, AL
Expertises
Estate & Generational Planning Issues, Financial Issues Between Generations, High Net Worth Client Needs, Special Needs Planning, Alternative or Private Investments, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®

Mr. Ricky L Chastain, CFP®
(251) 929-2827
311 Magnolia Ave
Fairhope, AL
Firm
ProEquities
Areas of Specialization
Retirement Income Management

Data Provided By:
Mr. Francisco D. D'Oliveira, CFP®
(251) 990-2938
7530 Parker Rd
Fairhope, AL
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Asset Allocation, Banking, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Ralph Anderson, CFP®
(251) 990-2943
7530 Parker Rd
Fairhope, AL
Firm
Morgan Stanley
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. David L. Braud, CFP®
(251) 626-2894
PO Box 2474
Daphne, AL
Firm
Wealth Management Consultants,
Areas of Specialization
Estate Planning, Investment Management, Retirement Income Management, Retirement Planning, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

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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