Commercial Mortgage Financing Liverpool NY

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

Anthony Farella
Rockbridge Investment Management, LLC
(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Paul A. Spero, CFP®
(315) 451-5885
4769 Buckley Rd
Liverpool, NY
Firm
United Financial Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Insurance Planning, Investment Management, Long-Term Care

Data Provided By:
Mr. Robert B. Damon, CFP®
(315) 451-5885
4769 Buckley Rd
Liverpool, NY
Firm
United Financial Services

Data Provided By:
Mr. Dennis J. Hebert, CFP®
(315) 234-7526
209 2nd St
Liverpool, NY
Firm
Hebert Financial Strategies\Blue Ocean Capital, LLC
Areas of Specialization
Elder Care, Estate Planning, General Financial Planning, Investment Planning, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Ms. Grace B. Ghezzi, CFP®
(315) 413-4460
5232 Witz Drive
North Syracuse, NY
Firm
Benefit Consulting Group, Inc.
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Elder Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Kyle Francis Mumpton, CFP®
(315) 451-0252
326 1st St
Liverpool, NY
Firm
Thrivent Financial for Lutherans
Areas of Specialization
General Financial Planning, Insurance Planning, Investment Management, Life Planning, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Matthew Jacob, CFP®
(315) 622-4700
16 Orangewood Dr
Liverpool, NY
Firm
Jacob and Jacob
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Small Business Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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



Data Provided By:
Mrs. Linda J. Mcanelly, CFP®
(315) 457-1280
105 Second Street
Liverpool, NY
Firm
Financial Quest Inc.
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Neil J. Hoyt, CFP®
(315) 428-1990
112 Northern Concourse
North Syracuse, NY
Firm
Michael Roberts Associates Inc

Data Provided By:
Mr. Charles K. Pike, CFP®
(315) 452-0075
109 N Main St
North Syracuse, NY
Firm
Charles K Pike & Associates

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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