Commercial Mortgage Financing Hagerstown MD

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

Archibald Hoxton
Hoxton Financial, Inc.
(301) 244-0320
19756 Longmeadow Road
Hagerstown, MD
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, CFP®

Mr. Douglas K. Nigh, CFP®
(301) 739-1500
1110 Opal Court
Hagerstown, MD
Firm
Serafini Financial Services
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Retirement Planning, Wealth Management

Data Provided By:
Mr. C. Allen Weller, CFP®
(301) 739-2373
6 W Washington St
Hagerstown, MD

Data Provided By:
Mr. John M. Zinaich, CFP®
(240) 285-1911
44 N Potomac St Ste 203
Hagerstown, MD
Firm
Zinaich Capital and Risk Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Jeffrey A. Bowers, CFP®
(301) 791-7910
1380 Dual Hwy
Hagerstown, MD
Firm
Bowers Insurance
Areas of Specialization
Business Succession Planning, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Archibald Hoxton
Hoxton Financial, Inc.
(304) 876-2619
8530 Shepherdstown Pike
Shepherdstown, WV
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, CFP®

Mr. Andrew Alan Serafini, CFP®
(301) 739-1500
1110 Opal Ct
Hagerstown, MD
Firm
Serafini Financial Services
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mrs. Lesa Feuillet Haas, CFP®
(301) 733-5505
1260 Maryland Ave
Hagerstown, MD
Firm
Walnut Street Securities, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Planning, Long-Term Care

Data Provided By:
Mr. Johannes Allender, CFP®
(240) 221-0887
44 N Potomac St Ste 203
Hagerstown, MD
Firm
Zinaich Capital & Risk Management

Data Provided By:
Mr. Sidney Ames Huguenin Iv, CFP®
(301) 696-8260
18847 Preston Rd
Hagerstown, MD
Firm
Morgan Stanley Capital Group Inc.
Areas of Specialization
Business Succession Planning, Charitable Giving, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management

Data Provided By:
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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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