Commercial Mortgage Financing Georgetown KY

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

Jerome Zimmerer
D. Scott Neal, Inc.
(800) 344-9098
PO Box 2010
Lexington, KY
Expertises
Ongoing Investment Management, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA/PFS

W. Michael Cooper
Cooper Management Service, Inc.
(859) 259-0063
106 W. Vine Street. Ste 700
Lexington, KY
Expertises
High Net Worth Client Needs, Planning Issues for Business Owners, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CFS

Scott Neal
D. Scott Neal, Inc.
(859) 254-3036
1999 Richmond Road
Lexington, KY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Cash Flow/Budgets/Credit Issues, Planning Issues for Business Owners, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, M.Div., MBA

Mr. Garrett Lee Headley, CFP®
(859) 231-9525
476 East Hight Street
Lexington, KY
Firm
Russell Capital Management

Data Provided By:
Ms. Anne E. Bolton, CFP®
(859) 231-9550
444 E. Main Street
Lexington, KY
Firm
Morgan Stanley Smith Barney LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Life Transitions, Planning for Couples, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Ramsey Bova
Moneywatch Advisors, Inc.
(859) 268-1117
444 E. Main Street Suite 106
Lexington, KY
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Ralph Scearce
Cambridge Financial
(859) 269-3104
1089 Chinoe Road
Lexington, KY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Melody Townsend
Townsend Financial Planning
(859) 299-2020
2716 Old Rosebud Road, Suite 180
Lexington, KY
Expertises
Hourly Financial Planning Services, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Cash Flow/Budgets/Credit Issues, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Andrew Reynolds, CFP®
(859) 226-0625
300 W Vine St Ste 806
Lexington, KY
Firm
Boardman Wealth Planning
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning

Data Provided By:
Mrs. Angela C. Bryant, CFP®
(859) 514-6176
2353 Alexandria Drive
Lexington, KY
Firm
Unified Trust Company, N.A.

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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