Commercial Mortgage Financing Lock Haven PA

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

Mr. John D. Grigsby, CFP®
(717) 571-8203
91 Creekside Dr
Jersey Shore, PA
Firm
Pennsylvania College of Technology
Areas of Specialization
Accounting, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care

Data Provided By:
Mr. Mack R. Courter, CFP®
888 E High Street
Bellefonte, PA
Firm
Courter Financial

Data Provided By:
Edward B. Aufman
Aufman Associates Inc.
(724) 934-5600
2200 Georgetown Drive, Suite 401
Sewickley, PA
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

William Suplee
Structured Asset Management, Inc.
(610) 648-0700
Station Square One, Suite 204
Paoli, PA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Cash Flow/Budgets/Credit Issues, Women's Financial Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, AIF, CASL, CFA, CFP®, ChFc, MBA

Kent "Chip" Addis, Jr.
Addis & Hill, Inc.
(610) 688-9500
20 Louella Court
Wayne, PA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS

Mr. Ronald A. Dotts, CFP®
(814) 355-4293
325 DEBI DR
BELLEFONTE, PA
Firm
RONALD A DOTTS, EA, CFP

Data Provided By:
Citizens Bank - Bellefonte
(814) 355-8600
835 East Bishop Street
Bellefonte, PA
Type
Branch
Office Hours
Mon: 9AM-5PM
Tue: 9AM-5PM
Wed: 9AM-5PM
Thu: 9AM-5PM
Fri: 9AM-6PM
Sat: 9AM-12PM
Sun: na
Drive Up Hours
Mon: 9AM-5PM
Tue: 9AM-5PM
Wed: 9AM-5PM
Thu: 9AM-5PM
Fri: 9AM-6PM
Sat: 9AM-12PM
Sun: na

Kevin Brosious
Wealth Management, Inc.
(484) 264-6270
1275 Glenlivit Drive, Suite 100
Allentown, PA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Cash Flow/Budgets/Credit Issues, Planning Concerns for Corporate Executives, Hourly Financial Planning Services, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CPA, MBA, PFS

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

Andrew Greatrex
Integrated Financial Services, Inc.
(215) 794-1526
1615 Pineville Road
New Hope, PA
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

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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