Commercial Mortgage Financing Levittown PA

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

Jeffrey Sprowles
Jeff Sprowles and Associates, LLC
(215) 310-9693
945 Langhorne-Yardley Road
Langhorne, PA
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Planning Issues for Unmarried & Same-Sex Couples, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Vincent De Giovanni
Summit Financial Advisors, LLC
(215) 579-1005
12 Penns Trail, Suite 351
Newtown, PA
Expertises
Middle Income Client Needs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, College/Education Planning, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Robert Wilgos
Summit Financial Advisors, LLC
(215) 579-1005
12 Penns Trail, Suite 351
Newtown, PA
Expertises
Middle Income Client Needs, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BSEE, CFP®, MBA

Kenneth Weingarten
Weingarten Associates, LLC
(609) 620-1770
PO Box 6338
Lawrenceville, NJ
Expertises
Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

John Augenblick
Rockwood Wealth Management
(267) 983-6400
6236 Lower York Road
New Hope, PA
Expertises
High Net Worth Client Needs, Planning Issues for Business Owners, Tax Planning, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Jonathan Heller
KEJ Financial Advisors, LLC
(215) 860-3605
536 Sterling Street
Newtown, PA
Expertises
Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals, Professional Athletes or Entertainers, Tax Planning, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFA, MBA

George Blenner
Summit Financial Advisors, LLC
(215) 579-1005
12 Penns Trail, Suite 351
Newtown, PA
Expertises
Middle Income Client Needs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, College/Education Planning, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Michael Garry
Yardley Wealth Management
(267) 573-1019
41 University Drive, Suite 400
Newtown, PA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Tax Planning, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, JD, MBA

Glenn Meyer
GDM Advisory Group, Ltd.
(215) 886-5800
123 Old York Road, Suite 200
Jenkintown, PA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, ChFc, CLU, CPA/PFS, MS

Brian Booth
Rockwood Wealth Management
(267) 983-6400
6236 Lower York Road
New Hope, PA
Expertises
High Net Worth Client Needs, Planning Issues for Business Owners
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,...

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