Commercial Mortgage Financing Houma LA

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

Mr. Thomas Kirk Trussell, CFP®
(985) 853-0066
7835B Park Ave
Houma, LA
Firm
Ameriprise Financial Services

Data Provided By:
Ms. Sherri B. Roach, CFP®
(985) 868-5250
1340 W Tunnel Blvd
Houma, LA
Firm
Morgan Stanley Smith Barney

Data Provided By:
Mr. Shane P Blouin, CFP®
(985) 853-7480
7910 Main Street
Houma, LA
Firm
Whitney National Bank & Whitne

Data Provided By:
Mr. John Edmond Sirois, CFP®
(985) 580-3322
1356 W Tunnel Blvd Ste B
Houma, LA
Firm
Raymond James Financial Serv

Data Provided By:
Mr. Bart James Broussard, CFP®
(985) 448-1059
618 Canal Blvd
Thibodaux, LA
Firm
MetLife
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning

Data Provided By:
Ms. Marguerite C. Knight, CFP®
(985) 360-4044
1340 W Tunnel Blvd Ste 405
Houma, LA
Firm
Morgan Stanley
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $500,001 - $1,000,000

Profession: Self-Employed Business Owners

Data Provided By:
Mrs. Amy Lynn Hammock, CFP®
(985) 876-0194
217 Ravensaide Dr.
Houma, LA
Firm
Amy Lynn Hammock, CFP(R), CFS, Independent Advisor
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning, Securities
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Carroll J. Domangue Jr., CFP®
(985) 853-2100
255 Corporate Dr
Houma, LA
Firm
Linsco Private Ledger
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management

Data Provided By:
Mr. Timothy A. Emerson, CFP®
(985) 360-4049
1340 W Tunnel Blvd
Houma, LA
Firm
Morgan Stanley
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, General Financial Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Leo A. Pitre, CFP®
(985) 227-7114
501 Canal Blvd
Thibodaux, LA
Firm
Ayo, Pitre, and Trinchard Financial Managment
Areas of Specialization
Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Wealth 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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