Commercial Mortgage Financing La Jolla CA

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

James Freeman
Financial Alternatives, Inc.
(858) 459-8289
7734 Herschel Avenue, Suite M
La Jolla, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Alternative or Private Investments, Real Estate Investments, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Charles Stanley
Trovena LLC
(800) 620-4232
3655 Nobel Drive, Suite 340
San Diego, CA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, ChFc

Hal Schweiger
Blue Water Capital Management, LLC
(858) 552-1488
5755 Oberlin Drive
San Diego, CA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Planning Issues for Business Owners, Advising Employee Benefit Plan Participants, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®

Theodore Roman
Roman Financial Advisors
(619) 669-1111
2245 San Diego Avenue, Suite 221
San Diego, CA
Expertises
Real Estate Investments, Retirement Planning & Distribution Rules, Tax Planning, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, EA

Peggy Eddy
Creative Capital Management, Inc.
(619) 298-3993
8880 Rio San Diego Drive, Suite 1150
San Diego, CA
Expertises
Advising Entrepreneurs, Financial Issues Between Generations, Planning Issues for Business Owners, Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Christopher Jaccard
Financial Alternatives, Inc.
(858) 459-8289
7734 Herschel Avenue, Suite M
La Jolla, CA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Alternative or Private Investments, Retirement Planning & Distribution Rules, Insurance Related Issues, including Annuities, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFA, CFP®

Terrance Green
Blue Water Capital Management, LLC
(858) 552-1488
5755 Oberlin Drive
San Diego, CA
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Ongoing Investment Management, Middle Income Client Needs, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Jean Sinclair
Avenue Advisors, LLC
(858) 581-3824
12707 High Bluff Dr., Suite 200
San Diego, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Investment Advice without Ongoing Management, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA, MS

A.J. Frank
A.J. Frank, CFP
(619) 497-0244
3935 Harney Street, Suite 202
San Diego, CA
Expertises
Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Matthew Showley
Creative Capital Management, Inc.
(619) 298-3993
8880 Rio San Diego Drive, Suite 1150
San Diego, CA
Expertises
Planning Issues for Business Owners, Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

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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