Commercial Mortgage Financing Kennesaw GA

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

Thomas Tillery
Paraklete Financial, Inc.
(678) 290-3930
1230 Valley Reserve Dr. NW
Kennesaw, GA
Expertises
Investment Advice without Ongoing Management, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU, CRPC, MSFS, EdM

Kenneth Frenke
Kenneth Frenke & Co.
(770) 509-4835
2265 Roswell Road, Suite 100
Marietta, GA
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Financial Issues Between Generations, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

David Hultstrom
Financial Architects, LLC
(770) 517-8160
107 Weatherstone Drive, Suite 510
Woodstock, GA
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Hourly Financial Planning Services, Tax Planning, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, ChFc, MBA

Jon Houk
JPH Advisory Group, Inc.
(770) 859-0076
600 Galleria Parkway, Suite 1600
Atlanta, GA
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Retirement Plan Investment Advice, Tax Planning, High Net Worth Client Needs, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

Norris Edmonson
Beacon Financial Advisers, Inc.
(678) 750-1700
3330 Cumberland Blvd., Suite 500
Atlanta, GA
Expertises
Ongoing Investment Management, Tax Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CPA/PFS

Teryl Tornroos
Evergreen Financial Planning, LLC
(678) 763-1372
123 Church Street NE, Suite 250 Denmead Building
Marietta, GA
Expertises
Helping Clients Identify & Achieve Goals, Tax Planning, College/Education Planning, Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Thomas Cloud
Eleven Two Fund Management, Inc.
(770) 971-2888
3162 Johnson Ferry Road, Suite 260-27
Marietta, GA
Expertises
Retirement Plan Investment Advice, Middle Income Client Needs, Hourly Financial Planning Services, Tax Planning, Ongoing Investment Management, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, AAMS, CFP®, ChFc, CSA

B. Alan Gaylor
Alder Financial Group
(770) 563-8240
300 Galleria Parkway, Suite 1650
Atlanta, GA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Kevin Woods
Gratus Capital Management
(404) 961-6000
1300 Parkwood Circle, Suite 170
Atlanta, GA
Expertises
Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Lesley Cole
Ronald Blue & Co., LLC
(770) 644-0500
2100 Riveredge Pkwy, Suite 1100
Atlanta, GA
Expertises
High Net Worth Client Needs, Charitable Giving - Trusts & Foundations, Ongoing Investment Management, Estate & Generational Planning Issues, Cash Flow/Budgets/Credit Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, 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

Local Events

2018 American Economic Association Annual Meeting
Dates: 1/5/2018 – 1/7/2018
Location:
Atlanta
View Details