Commercial Mortgage Financing Irmo SC

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

Laura Scharr-Bykowsky
Ascend Financial Planning, LLC
(803) 331-3721
556 Regatta Road
Columbia, SC
Expertises
Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, College/Education Planning, Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

R. Edward Powell
Powell Financial Advisors
(803) 929-0100
433 Hampton Creek Court
Columbia, SC
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Reggie L. Boan, CFP®
(803) 749-7670
7911 Broad River Rd Ste 200
Irmo, SC
Firm
Boan Financial Group
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
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:
Mr. David L. Maslow, CFP®
(803) 732-5487
486 Annondale Road
Columbia, SC
Firm
Questar Capital Corporation
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Retirement Planning, Small Business Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Robin Dale Arnold, CFP®
(803) 312-7984
500 Bush River Rd
Columbia, SC
Firm
Palmetto Citizens Trust and Investment Services
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Government Employees

Data Provided By:
Cheryl Holland
Abacus Planning Group, Inc.
(803) 933-0054
2500 Devine Street
Columbia, SC
Expertises
Planning Issues for Business Owners, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Advising Medical Professionals, Helping Clients Identify & Achieve Goals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Mrs. Stephanie Y. Vokral, CFP®
(803) 251-7103
7911 Broad River Rd Ste 200
Irmo, SC
Firm
Boan Financial Group

Data Provided By:
Mr. Joseph Lynch Iv, CFP®
(803) 726-1258
301 Harbison Blvd
Columbia, SC
Firm
Bank of America, National Association
Areas of Specialization
Investment Management, Investment Planning, Retirement Income Management, Wealth Management

Data Provided By:
Mr. Craig M. Mcdaniel, CFP®
(803) 750-4848
6156 Saint Andrews Rd
Columbia, SC
Firm
The McDaniel Corporation
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Charles B. Smoak Jr., CFP®
(803) 750-6889
250 Berryhill Rd
Columbia, SC
Firm
Mutual of Omaha

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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