Commercial Mortgage Financing Medford OR

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

Maura Van Heuit
Ashland Financial Solutions
(541) 488-0460
570 A Street
Ashland, OR
Expertises
College/Education Planning, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. Robert Sevcik, CFP®
(541) 772-0239
680 Biddle Rd
Medford, OR
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Paul B. Smith, CFP®
(541) 618-6408
680 Biddle Road
Medford, OR
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Ms. Cheryl D. Dyer, CFP®
(541) 779-0800
1150 Crater Lake Ave
Medford, OR
Firm
Summit Brokerage Services Inc.

Data Provided By:
Wesley Read, CFP®
(541) 973-2602
3140 Juanipero Way Ste 102
Medford, OR
Firm
Symmetric Wealth Management LLC
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided By:
Mr. Tyson F. Wood, CFP®
(541) 734-7102
830 Alder Creek Dr
Medford, OR
Firm
UBS Financial Services
Areas of Specialization
Asset Allocation, Investment Management, Retirement Planning

Data Provided By:
Mr. Stephen L. Gerritz, CFP®
2401 Meadowcreek Drive
Medford, OR
Firm
Gerritz Wealth Management, Inc.
Areas of Specialization
Investment Management, Retirement Income Management, Sudden Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Ray A Cox, CFP®
(541) 772-0250
680 Biddle Rd
Medford, OR
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Ms. Jennifer A. Davis, CFP®
(800) 971-8070
1237 N Riverside Ave Ste 25
Medford, OR
Firm
SkyOak Wealth Management
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Bruce J. Garetto, CFP®
(541) 779-0800
1150 Crater Lake Ave Ste A
Medford, OR
Firm
Summit Brokerage Services
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
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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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