Commercial Mortgage Financing Goose Creek SC

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

Helen Berenyi
Red Triangle, LLC
(843) 573-7277
210 Coming Street, Suite C
Charleston, SC
Expertises
High Net Worth Client Needs, Financial Issues Between Generations, Divorce Planning, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®

Mr. Michael Kevin Alford, CFP®
105 Central Ave
Goose Creek, SC
Firm
Beyond Wealth, LLC
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Government and Military, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Roger W. Johnson, CFP®
(843) 569-4773
6265 Rivers Ave
North Charleston, SC
Firm
CUNA Brokerage Services Inc
Areas of Specialization
General Financial Planning, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning, Small Business Planning, Sudden Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Service Professionals

Data Provided By:
Mr. Gregory S. Cook, CFP®
(843) 343-3030
7620 Rivers Avenue
N. Charleston, SC
Firm
Anchor Wealth Management, LLC

Data Provided By:
Mr. Worth D. Ketchem, CFP®
(843) 824-6629
7301 Rivers Ave Ste 190
North Charleston, SC
Firm
Metlife

Data Provided By:
William Prewitt
Charleston Financial Advisors, LLC
(843) 722-3331
4 North Atlantic Wharf, Suite 200
Charleston, SC
Expertises
Ongoing Investment Management, Women's Financial Planning Issues, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Mr. Timothy B. Sease, CFP®
(843) 529-5442
2440 Mall Dr
North Charleston, SC
Firm
First Southeast Investor Svs
Areas of Specialization
Asset Allocation, Charitable Giving, General Financial Planning, Investment Planning, Wealth Management

Data Provided By:
Clifford B. Weddington, CFP®
(843) 824-6629
7301 Rivers Ave
North Charleston, SC
Firm
First Command Financial Planning

Data Provided By:
Mr. Brian J. Cummings, CFP®
(843) 452-8067
2430 Mall Dr
North Charleston, SC
Firm
First Federal of Charleston

Data Provided By:
Mr. William C. Coffey Iii, CFP®
(843) 209-8250
237 E Main St
Moncks Corner, SC
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Investment Planning, Retirement Income Management

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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