Commercial Mortgage Financing Magnolia TX

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

Peter Regan
CEP Financial LLC
(281) 685-9715
12345 Jones Road, Suite 190
Houston, TX
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Insurance Related Issues, including Annuities, Planning Concerns for Corporate Executives, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU, MBA

Ms. Jeannine Fox, CFP®
(281) 252-9093
32815 Tamina Rd.
Magnolia, TX
Firm
The Planning Team
Areas of Specialization
General Financial Planning

Data Provided By:
Mr. Randall G. Kratz, CFP®
(713) 652-5848
17903 Kathywood Dr
Tomball, TX
Firm
Willoughby Hill Wealth Management
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Healthcare Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Ms. Lori K. Klein, CFP®
(281) 370-0300
1427 Keefer Rd
Tomball, TX
Firm
L. Klein & Co PC

Data Provided By:
Mr. David F. Deroode, CFP®
(281) 419-0400
9303 New Trails Dr.
The Woodlands, TX
Firm
PPCLOAN.com, LLC
Areas of Specialization
Banking, Business Succession Planning, Life Transitions, Small Business Planning

Data Provided By:
Marla Sherrod, CFP®
(936) 273-4355
6318 FM 1488 Rd Ste 130
Magnolia, TX
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits

Data Provided By:
Mr. Gerald D. Dolinsky, CFP®
(281) 516-2389
14202 FM 2920 Rd
Tomball, TX
Firm
Chase Investment Services Corporation
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Planning, Retirement Planning

Data Provided By:
Mr. David M. Blomstrom, CFP®
(281) 290-0818
PO Box 1838
Tomball, TX
Firm
NorthWest Financial Services
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Planning

Data Provided By:
Mr. William Harrington Murphy, CFP®
(281) 465-2204
6621 Woodlands Pkwy
The Woodlands, TX
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided By:
Daniel Goodwin
25511 Budde Rd
The Woodlands, TX
Company
Company: Goodwin Financial Group
Type
Investment Advisor Rep: Yes
Education
SHSU BS
Years Experience
Years Experience: 18
Service
Captive Insurance,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,Fee Only Portfolio Management,Wealth Engineering,Pension for Highly Compensated Owne

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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