Commercial Mortgage Financing Farmville VA

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

Wells Fargo - Farmville
(434) 392-6121
127 N Main St
Farmville, VA
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat-Sun Closed

Bank of America - Dillwyn
(434) 983-2021
Rosney Rd and Main, PO Box 60
Dillwyn, VA
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-5:30
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-5:30
Saturday Closed
Sunday Closed

Joni Alt
Hopwood Financial Services
(703) 787-0008
10135 Colvin Run Road Suite 210
Great Falls, VA
Expertises
Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Hourly Financial Planning Services, Ongoing Investment Management, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Jennifer Luzzatto
Summit Financial Planning
(804) 360-8092
5231 Hickory Park Drive, Suite A
Glen Allen, VA
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, College/Education Planning, Middle Income Client Needs, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CCPS, CFA, CFP®, MBA

Kyle Meyer
McLean Asset Management Corporation
(703) 827-0636
8200 Greensboro Drive, Suite 1150
McLean, VA
Expertises
Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Retirement Planning & Distribution Rules, College/Education Planning, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®

Bank of America - Longwood
(434) 392-7122
201 South Main Street
Farmville, VA
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-5:30
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-5:30
Saturday 9-12
Sunday Closed

Jon Yankee
Fox, Joss & Yankee, LLC
(703) 889-1111
1925 Isaac Newton Square, Suite 400
Reston, VA
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Financial Issues Between Generations, College/Education Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

James Shepherd
Kuehl Shepherd Kozlowski & Associates, Inc.
(804) 592-3465
9030 Story Point Parkway, Suite 160
Richmond, VA
Expertises
Tax Planning, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, CPA/PFS, MS

David O'Brien
O'Brien Financial Planning, Inc.
(804) 419-6002
14241 Midlothian Turnpike, Suite 117
Midlothian, VA
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Planning Issues for Business Owners, Retirement Plan Investment Advice, Estate & Generational Planning Issues, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, MBA

Robert Tull
Tull Financial Group, Inc.
(757) 436-1122
640 Independence Parkway, Suite 300
Chesapeake, VA
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Tax Planning, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

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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