Commercial Mortgage Financing Monroeville PA

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

C. Bradley Bond
C. B. Bond Financial Planning, Inc.
(724) 733-2280
5808 Glenwood Ct.
Export, PA
Expertises
Retirement Planning & Distribution Rules, Middle Income Client Needs, Investment Advice without Ongoing Management, Newlyweds & Novice Investors, College/Education Planning, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Steve Templeton
Templeton Financial Planning
(724) 695-1087
651 Holiday Drive, Suite 300
Pittsburgh, PA
Expertises
Tax Planning, Advising Medical Professionals, Retirement Plan Investment Advice, Cash Flow/Budgets/Credit Issues, College/Education Planning, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Louis Stanasolovich
Legend Financial Advisors, Inc.
(412) 635-9210
5700 Corporate Drive, Suite 350
Pittsburgh, PA
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Advising Entrepreneurs, Advising Medical Professionals, Alternative or Private Investments, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor

Mr. Mark J. Womack, CFP®
(412) 373-3100
1 Monroeville Ctr Ste 1010
Monroeville, PA
Firm
Smith Barny

Data Provided By:
Mr. James P. Wyman, CFP®
(412) 380-0733
2790 Mosside Blvd
Monroeville, PA
Firm
RBC Wealth Management

Data Provided By:
Paul Shrum
The Financial Advisory Corporation
(724) 832-3737
863 Georges Station Road, Suite A
Greensburg, PA
Expertises
Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CMFC, CPA/PFS

Diane Pearson
Legend Financial Advisors, Inc.
(412) 635-9210
5700 Corporate Drive, Suite 350
Pittsburgh, PA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, College/Education Planning, Women's Financial Planning Issues, Estate & Generational Planning Issues, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®

Mr. Thomas J. Mahler, CFP®
(412) 646-1834
William Penn Hwy
Monroeville, PA
Firm
Ameriprise Financial Services

Data Provided By:
Brian M. Griffin, CFP®
(888) 830-8655
2790 Mosside Blvd Ste 600
Monroeville, PA
Firm
RBC Wealth Management
Areas of Specialization
Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Risk Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Michael S. Marion, CFP®
(412) 372-3849
1 Monroeville Ctr
Monroeville, PA
Firm
Wells Fargo Advisors

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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