Commercial Mortgage Financing Gonzales LA

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

Mr. Gregory A. Fulcher, CFP®
(225) 644-5001
2106 South Burnside Ave
Gonzales, LA
Firm
Ameriprise Financial

Data Provided By:
Mr. Arlen R Blackwell Ii, CFP®
(225) 769-0715
11451 Moss Side Ave.
Gonzales, LA
Firm
Sterne Agee & Leach Inc.
Areas of Specialization
Asset Allocation, Investment Management, Retirement Income Management, Retirement Planning, Securities
Key Considerations
Average Net Worth: Not Applicable



Data Provided By:
Nicole A. Palmer, CFP®
(225) 622-6942
39394 Bradbury Lane
Prairieville, LA
Firm
Palmer Financial Strategies, LLC

Data Provided By:
Mr. Fred A Palmer Iii, CFP®
(225) 622-6942
39394 Bradbury Lane
Prairieville, LA
Firm
Palmer Financial Strategies, LLC

Data Provided By:
Fred Palmer
39394 Bradbury Lane
Prairieville, LA
Company
Title: Managing Director
Company: Strategic Financial Partners, LLC
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Service
Portfolio Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,Life Insurance,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Fee-Only Comprehensive Financial Planning,Fee Only Portfolio Management,401k Rollover From Employer,Wealth Management,Investment & Portfolio Management,Business Succession & Liquidation Planning,Estate Tax Planning,Hourly Financial Planning Engagements,Pension for Highly Compensated Owners,Income for Life/

Data Provided By:
Mr. John D. Dawes, CFP®
(225) 647-3495
1201 S Purpera Ave Ste 302
Gonzales, LA
Firm
Edward Jones
Areas of Specialization
Retirement Planning

Data Provided By:
Mr. James T. Simm, CFP®
(225) 644-1700
2106 S Burnside Ave
Gonzales, LA
Firm
Ameriprise Financial Services,
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Ray A Trosclair, CFP®
(225) 744-4482
37410 Ascension Parish Rd
Prairieville, LA
Firm
Ameriprise Financial

Data Provided By:
Mr. Randolph E. Moore, CFP®
(225) 276-9167
42199 Jamie Rd
Prairieville, LA
Firm
Randolph Moore Financial Planning
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Michael Bonfanti, CFP®
(225) 612-3984
17121 Willow Oak Aly
Prairieville, LA
Firm
LPL Financial
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits
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