Commercial Mortgage Financing Medina OH

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

Michael Brady
Michael Brady & Co., Inc.
(440) 235-2100
25586 Bagley Road, Suite 2
Olmsted Falls, OH
Expertises
Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. James D. Monhollen, CFP®
(330) 722-2626
805 Gayer Dr
Medina, OH
Firm
Ameriprise Financial Services,

Data Provided By:
Mr. Stanley Oda, CFP®
(877) 782-6632
416 West Liberty Street
Medina, OH
Firm
ODA And Company, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. David I. Kelley, CFP®
(330) 725-8685
3071 Pearl Rd.
Medina, OH
Firm
Kelley Shulman & Company

Data Provided By:
Mr. Donald M Miksch, CFP®
(330) 764-7263
39 Public Square (MED20)
Medina, OH
Firm
FirstMerit Bank, N.A.

Data Provided By:
Mr. Scott H. Altman, CFP®
(330) 239-1904
784 Medina Rd
Medina, OH
Firm
Raymond James Financial Services, Inc.

Data Provided By:
Mr. Robert P Poling, CFP®
(330) 721-2101
3645 Medina Rd
Medina, OH
Firm
Stifel Nicolaus

Data Provided By:
Mr. Frank L. Festi Jr., CFP®
(330) 722-8222
694 E Washington St
Medina, OH
Firm
Rea & Associates Inc

Data Provided By:
Mr. Donald E. Kelley, CFP®
(330) 807-9952
3918 Hedgewood Dr
Medina, OH
Firm
Northwestern Mutual Financial

Data Provided By:
Mr. James P. Carps, CFP®
(330) 723-2771
3985 Medina Rd
Medina, OH
Firm
Wells Fargo Advisors
Areas of Specialization
Retirement Income Management

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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