Commercial Mortgage Financing Monroe NC

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

William Ertel
Tassel Capital Management, Inc.
(704) 814-6780
1258 Mann Drive, Suite 200
Matthews, NC
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, CMFC, CPA/PFS

Daniel Grover
Ronald Blue & Co., LLC
(704) 759-9060
10706 Sikes Place, Suite 175
Charlotte, NC
Expertises
Planning Issues for Business Owners, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Karen Keatley
Keatley Wealth Management, LLC
(704) 540-5535
3514 Kingsmeade Court
Charlotte, NC
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Ms. Janice A Mcgunnigle, CFP®
(704) 940-4297
1219 Presson Farm Ln
Monroe, NC
Firm
Matrix Wealth Advisors
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. James C. Parker, CFP®
(704) 306-4956
2601 Water Pridge Pkwy
Charlotte, NC
Firm
The Vanguard Group

Data Provided By:
John Gugle
Alpha Financial Advisors, LLC
(704) 716-1100
13925 Ballantyne Corporate Place, Suite 280
Charlotte, NC
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Advising Medical Professionals, College/Education Planning, High Net Worth Client Needs, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CRPC

Brian Fenn
Carolina Capital Consulting, Inc.
(704) 541-3199
3111 Springbank Lane, Suite B
Charlotte, NC
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU

Mr. Dale L. Lehenbauer, CFP®
(704) 283-2470
PO Box 188
Monroe, NC
Firm
Morgan Keegan
Areas of Specialization
Asset Allocation, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided By:
Mr. Thomas J. Donahue, CFP®
(704) 292-2920
312 N Church St
Monroe, NC
Firm
The Pinnacle Financial Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Elder Care, Employee and Employer Plan Benefits

Data Provided By:
Ms. Angela Robbs Williams, CFP®
(704) 882-2660
6208 Creft Circle
Indian Trail, NC
Firm
Angela Williams, CPA
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

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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