Commercial Mortgage Financing Greenwich CT

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

Lili Vasileff
Divorce and Money Matters, LLC
(203) 393-7200
Two Sound View Drive
Greenwich, CT
Expertises
Divorce Planning, Hourly Financial Planning Services, Special Needs Planning, Ongoing Investment Management, Financial Psychology/Coaching
Certifications
NAPFA Registered Financial Advisor, CDFA, CDP, CFP®, MA, Other

Cheryl Costa
AFW Wealth Advisors
(914) 696-5300 Ext: 210
3020 Westchester Avenue
Purchase, NY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Robin Sherwood
HTG Investment Advisors, Inc.
(203) 972-8262
50 Locust Avenue
New Canaan, CT
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, College/Education Planning, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Maureen Whelan
M. A. Whelan Financial Planning
(800) 775-8564
520 White Plains Road
Tarrytown, NY
Expertises
Hourly Financial Planning Services, Middle Income Client Needs, Tax Planning, Financial Issues Between Generations, Investment Advice without Ongoing Management, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

John Belluardo
Stewardship Financial Services, Inc.
(914) 380-1421
39A Cedar Street
Dobbs Ferry, NY
Expertises
Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Ongoing Investment Management, Investment Advice without Ongoing Management, Women's Financial Planning Issues, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, ChFc, MS

Loretta Nolan
Loretta Nolan Associates LLC
(203) 637-1402
13 Arcadia Road, Suite 10
Old Greenwich, CT
Expertises
Planning Concerns for Corporate Executives, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Ongoing Investment Management, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AEP, CFP®

Anthony DeVito
ADV Investment Management & Financial Planning
(914) 738-6313
500 Mamaroneck Avenue
Harrison, NY
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules, Advising Employee Benefit Plan Participants, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Brian Shea
Shea Financial Advisors
(203) 966-9651
45 Pine Street, Unit 4A
New Canaan, CT
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, EA

Timothy Clark
Greystone Wealth Advisors LLC
(914) 232-3773
100 South Bedford Rd
Mount Kisco, NY
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Estate & Generational Planning Issues, High Net Worth Client Needs, Middle Income Client Needs, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, BA, MBA

Marie DeCaprio
MCD Advisors
(914) 432-5058
78 Meadow Road
Briarcliff Manor, NY
Expertises
Investment Advice without Ongoing Management, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

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