Commercial Mortgage Financing Friendswood TX

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

Daniel Martucci
MWA Advisors, Inc.
(281) 488-2577
2437 Bay Area Blvd., #105
Houston, TX
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Women's Financial Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

James Hoffman
PartnersInWealth, Inc.
(713) 964-4028
3400 Bissonnet Street, Suite 145
Houston, TX
Expertises
Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, JD, MBA

Thomas Posey
Posey Capital Management Inc.
(713) 490-7000
2415 Sunset Boulevard
Houston, TX
Expertises
High Net Worth Client Needs, Ongoing Investment Management, Estate & Generational Planning Issues, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AAMS, CFP®, JD

Marc Schindler
Pivot Point Advisors, LLC
(713) 715-7000
5959 West Loop South, Suite 333
Bellaire, TX
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, College/Education Planning, Advising Medical Professionals, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Mrs. Sharon B Duncan, CFP®
(281) 990-7100
1550 W Bay Area Blvd Ste 101
Friendswood, TX
Firm
Selah Financial Services
Areas of Specialization
Business Succession Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Government and Military, Life Planning, Life Transitions

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Christine Walker
MWA Advisors, Inc.
(281) 488-2577
2437 Bay Area Blvd., #105
Houston, TX
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Planning Concerns for Corporate Executives, Women's Financial Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Jeff Eschman
Posey Capital Management Inc.
(713) 490-7000
2415 Sunset Boulevard
Houston, TX
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, High Net Worth Client Needs, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®

James Waters
PartnersInWealth, Inc.
(713) 964-4028
3400 Bissonnet Street, Suite 145
Houston, TX
Expertises
Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CFS, MBA

Robert Rexford
Rexford Capital Wealth Management
(713) 838-8383
5420 Braeburn Drive
Bellaire, TX
Expertises
Ongoing Investment Management, Financial Issues Between Generations, Women's Financial Planning Issues, Estate & Generational Planning Issues, High Net Worth Client Needs, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. John Eric Brinley, CFP®
(281) 648-2967
133 N Friendswood Dr Ste 348
Friendswood, TX
Firm
J. Eric Brinley, CFP
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

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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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