Commercial Mortgage Financing Fountain Hills AZ

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

Lawrence Friedrichs
Friedrichs Financial Alliance, LLC
(480) 962-4356
PO Box 21825
Mesa, AZ
Expertises
Ongoing Investment Management, Newlyweds & Novice Investors, Planning Issues for Business Owners, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

John Bagley
Strategic Wealth Advisors, LLC
(480) 998-1798
8426 E. Shea Blvd.
Scottsdale, AZ
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Dana Anspach
Sensible Money, LLC
(888) MY-RETIRE
8550 E Shea Blvd Suite130
Scottsdale, AZ
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Investment Advice without Ongoing Management, Tax Planning, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

Lisa Woodside
Focused Wealth Strategies, Inc.
(480) 214-9719
9375 East Shea Blvd., Suite 100
Scottsdale, AZ
Expertises
Ongoing Investment Management, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Tax Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MST

David Fernandez
Wealth Engineering, LLC
(480) 296-2042
7337 E. Doubletree Ranch Rd., Suite 282
Scottsdale, AZ
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, High Net Worth Client Needs, College/Education Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

David Rosenthal
Wealth Management Solutions
(480) 609-4334
8550 E Shea Blvd, Suite 130
Scottsdale, AZ
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Tax Planning, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Connie Brezik
Asset Strategies, Inc.
(480) 607-7445
8570 East Shea Blvd., Suite 140
Scottsdale, AZ
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, PFS

James Schwartz
Strategic Wealth Advisors, LLC
(480) 998-1798
8426 E. Shea Blvd.
Scottsdale, AZ
Expertises
Women's Financial Planning Issues, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Ongoing Investment Management, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®

Randy Oldenburg
Camden Financial Management, Inc.
(480) 998-7786
7337 E DOUBLETREE RANCH RD SUITE 282
Scottsdale, AZ
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Charitable Giving - Trusts & Foundations, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, BA, BS, CFP®

Neal Van Zutphen
Delta Ventures Financial Counsel, Inc.
(480) 924-5613
2855 E. Brown Road, Suite 5
Mesa, AZ
Expertises
High Net Worth Client Needs, Advising Medical Professionals, Financial Psychology/Coaching, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

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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