Commercial Mortgage Financing Mandeville LA

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

Robert Reed
Personal Financial Advisors, LLC
(985) 898-0450
P.O. Box 3730
Covington, LA
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Lauren Lindsay
Personal Financial Advisors, LLC
(985) 898-0450
P.O. Box 3730
Covington, LA
Expertises
Helping Clients Identify & Achieve Goals, Advising Employee Benefit Plan Participants, College/Education Planning, Advising Medical Professionals, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Thomas J. Zitzmann, CFP®
(985) 674-5192
849 Galvez St
Mandeville, LA
Firm
Lakeview Financial Services LLC
Areas of Specialization
Education Planning, General Financial Planning, Investment Planning, 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:
Ms. Jeanine M. Cazaubon, CFP®
(985) 626-7526
645 Lotus Dr N
Mandeville, LA
Firm
Ameriprise Financial

Data Provided By:
Mr. Kevin B. Mashburn, CFP®
(985) 246-6434
2681 N Causeway Blvd
Mandeville, LA
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Sudden Wealth Management, Tax Planning
Key Considerations
Average Net Worth: $5,000,001 or more

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

Profession: Not Applicable

Data Provided By:
Robert Reed
Personal Financial Advisors, LLC
(985) 898-0450
100 Tyler Square, #6
Covington, LA
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. William J. Hrapmann Jr., CFP®
(985) 674-4400
4012 Lonesome Road
Mandeville, LA
Firm
Bill Hrapmann Investment Advis
Areas of Specialization
Asset Allocation, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. James M. Dombrowski, CFP®
(985) 674-7000
1590 W Causeway Approach Ste 1
Mandeville, LA
Firm
Benjamin F. Edwards & Co.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management

Data Provided By:
Mr. Mitchel St. Benedict Salmere, CFP®
(877) 267-4953
1261 W Causeway Approach
Mandeville, LA
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Ray Hebert Jr., CFP®
1327 W Causeway Approach
Mandeville, LA
Firm
Metlife

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,...

Click here to read the rest of this article from GlobalBx