Commercial Mortgage Financing Kenner LA

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

Shelley Ferro
Ferro Financial LLC
(504) 831-1813
2121 N. Causeway Blvd Suite 160
Metarie, LA
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Linda Deane
Deane Retirement Strategies, Inc.
(504) 582-2345
1100 Poydras Street, Suite 2065
New Orleans, LA
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Advising Employee Benefit Plan Participants, High Net Worth Client Needs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, AIF, CEA, CFP®, CRC, RFC

Mr. Ron M. Chapoton, CFP®
(504) 466-3086
2002 20th St Ste A102
Kenner, LA
Firm
Ron Chapoton Financial Strategies
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Service Professionals

Data Provided By:
Mr. Charles L. Simmons, CFP®
(504) 779-7790
4412 Trenton Street
Metairie, LA
Firm
Ameriprise Financial Services

Data Provided By:
Ms. Amy Winchester, CFP®
(504) 723-8400
4401 Morales St
Metairie, LA
Firm
Winchester Capital Services, LLC

Data Provided By:
Michael Zabalaoui
Resource Management, Inc.
(504) 833-5378
3300 West Esplanade Avenue, Suite 509
Metairie, LA
Expertises
Ongoing Investment Management, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MS

Keith Deane
Deane Retirement Strategies, Inc.
(504) 582-2345
1100 Poydras Street, Suite 2065
New Orleans, LA
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Advising Employee Benefit Plan Participants, High Net Worth Client Needs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, CRC

Mr. Peter E. Dahlstrom, CFP®
(985) 892-8600
6660 Riverside Dr Ste 204
Metairie, LA
Firm
Transamerica Financial Advisors, Inc.

Data Provided By:
Mr. James L. Adams, CFP®
(504) 779-9282
4412 Trenton St
Metairie, LA
Firm
Ameriprise Financial Services,
Areas of Specialization
Business Succession Planning, Charitable Giving, Estate Planning, Life Transitions, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. James F. Dalton, CFP®
(504) 813-3110
115 James Dr W Ste 140
Saint Rose, LA
Firm
Money Education

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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