Commercial Mortgage Financing Grand Blanc MI

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

Ms. Debra A. Pauldine, CFP®
(810) 695-3960
12765 South Saginaw Street
Grand Blanc, MI
Firm
Ameriprise Financial Services

Data Provided By:
Mrs. Kelly Anne Baumgartner, CFP®
(810) 344-8107
8235 Holly Road
Grand Blanc, MI
Firm
UBS
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Medical/Dental Professionals

Data Provided By:
Bryan Haggard, CFP®
(810) 953-5513
10775 Saginaw
Grand Blanc, MI
Firm
Mainstay Capital Management
Areas of Specialization
Comprehensive Financial Planning, Debt Management, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning

Data Provided By:
Mr. Todd P. Tarantino, CFP®
(810) 953-5555
8305 S Saginaw St Ste 2
Grand Blanc, MI
Firm
Berry Bliss and Tarantino
Areas of Specialization
Risk Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Thomas G. Townsend, CFP®
(810) 344-8104
8235 Holly Rd.
Grand Blanc, MI
Firm
UBS Financial Services Inc
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Donald J. Whitton, CFP®
(810) 953-5510
10775 S. Saginaw St.
Grand Blanc, MI
Firm
Mainstay Capital Management, L

Data Provided By:
Mr. Brett Quayle, CFP®
(810) 771-4178
9400 S Saginaw Rd Ste B
Grand Blanc, MI
Firm
Quayle Financial Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Insurance Planning, Planning for Couples, Retirement Planning, Securities
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Business Executives

Data Provided By:
Mr. Mark Canavesio, CFP®
(810) 695-3589
8245 Holly Rd Ste 201
Grand Blanc, MI
Firm
Raymond James & Associates
Areas of Specialization
Education Planning, Estate Planning, Investment Planning, Retirement Income Management, Retirement Planning, Sudden Wealth Management, Young Professionals

Data Provided By:
Mr. Steven C. Bliss, CFP®
(810) 953-5555
8305 S Saginaw St
Grand Blanc, MI
Firm
Ameriprise Financial Services,

Data Provided By:
Mr. Jerry M Pettey, CFP®
(800) 521-9767
8245 Holly Rd Ste 201
Grand Blanc, MI
Firm
Raymond James & Associates, Inc
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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,...

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