Commercial Mortgage Financing Florence SC

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

Copeland A. Edmunds, CFP®
(843) 292-1584
3203 W Palmetto St.
Florence, SC
Firm
Edward Jones

Data Provided By:
Mr. John R. Chase Jr., CFP®
(843) 669-3222
1801 W Evans St Ste A
Florence, SC
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Divorce Issues, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Medical/Dental Professionals

Data Provided By:
Mr. Wendell E Jones Jr., CFP®
(843) 661-6441
602 S Coit St
Florence, SC
Firm
Edward Jones Investments
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Intergenerational Planning, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Business Executives

Data Provided By:
Dr. Jan M. Serrano, CFP®
(843) 661-1620
PO Box 100547
Florence, SC
Firm
Francis Marion University

Data Provided By:
Mr. Jason D Newton, CFP®
(843) 292-1492
1511 S IRBY ST
FLORENCE, SC
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Mr. Stephen N. Jones, CFP®
(843) 665-7599
1325 Cherokee Road
Florence, SC
Firm
Stifel Nicolaus & Company, Incorporated
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Mr. Marvin E Slaughter, CFP®
(843) 665-7599
1325 Cherokee Rd
Florence, SC
Firm
Stifel Nicolaus

Data Provided By:
Mr. Conrad E. Seastrunk, CFP®
(843) 661-0220
2231 W Palmetto St
Florence, SC
Firm
Seastrunk Financial Management
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Sudden Wealth Management, Tax Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Wm. Reynolds Williams, CFP®
(843) 662-3258
PO Box 1909
Florence, SC
Firm
Willcox Buyck & Williams
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Legal Professionals

Data Provided By:
Mr. J Wayne Thompson, CFP®
(843) 664-2835
181 E Evans St
Florence, SC
Firm
Ameriprise Financial Services
Areas of Specialization
Comprehensive Financial Planning

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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