Commercial Mortgage Financing Fredericksburg VA

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

Mr. Michael J. Hayes Jr., CFP®
(540) 604-5690
107 Amelia St
Fredericksburg, VA
Firm
AXA Advisors, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Elder Care, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Non-Profit Employees

Data Provided By:
Mr. Charles P. Bianchi, CFP®
(540) 548-3009
7411 River Rd
Fredericksburg, VA
Firm
Wealth Conservancy Intl Inc
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Government and Military, Investment Management, Retirement Income Management, Securities
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Medical/Dental Professionals

Data Provided By:
Mr. Mark H. O'Connor, CFP®
(540) 659-7060
125 Woodstream Blvd Ste 115
Stafford, VA
Firm
First Command Financial Planning
Areas of Specialization
Employee and Employer Plan Benefits, Government and Military, Retirement Planning, Risk Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. David M Surgent, CFP®
(540) 659-7060
385 Garrisonville ROad
Stafford, VA
Firm
First Command Financial Planning

Data Provided By:
Mr. Richard S. Gardner, CFP®
(540) 907-2720
76 Water Way
Stafford, VA
Firm
Lionheart Financial Planning, Inc.
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, General Financial Planning, Government and Military, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Service Professionals

Data Provided By:
Mr. Daniel J. Bender, CFP®
(540) 371-3566
725 Jackson St
Fredericksburg, VA
Firm
PBGH Financial Advisors, Inc.

Data Provided By:
Mr. Ian T. Prymak, CFP®
(540) 661-2306
11906 Ziyad Dr
Fredericksburg, VA
Firm
Prymak Wealth Management
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, General Financial Planning, Government and Military, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Brian R. Shortess, CFP®
(540) 659-7060
125 Woodstream Blvd Ste 115
Stafford, VA
Firm
First Command Financial Planning

Data Provided By:
Mr. Francis Xavier Bergmeister, CFP®
103 Columbus Cove
Stafford, VA
Firm
Germanna Community College
Areas of Specialization
Education Planning, Government and Military, Investment Management, Retirement Planning, Sudden Wealth Management

Data Provided By:
Ms. Rhonda A. Carr, CFP®
(804) 448-8448
11043 Paige Rd
Woodford, VA
Firm
LPL Financial
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

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,...

Click here to read the rest of this article from GlobalBx