Commercial Mortgage Financing Montgomery AL

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

Bryan Hancock
Timberchase Financial, LLC
(334) 578-0611
8650 Minnie Brown Rd., Suite 101A
Montgomery, AL
Expertises
Advising Medical Professionals, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Tax Planning, Planning Issues for Business Owners, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, MBA

Mr. Matthew B Murphy, CFP®
(334) 260-3879
4001 Carmichael Road
Montgomery, AL
Firm
UBS
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Kevin N. Haynes, CFP®
4001 Carmichael Rd Ste 400
Montgomery, AL
Firm
UBS Financial Services Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Mr. Anthony C Brown, CFP®
(334) 270-5960
2000 Interstate Park Drive
Montgomery, AL
Firm
Ronald Blue & Co., LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Ms. Yvonne Messer, CFP®
(334) 279-1174
8217 Old Federal Rd
Montgomery, AL
Firm
Ameriprise Finl Services

Data Provided By:
Mr. Michael L. Hardin, CFP®
(334) 274-4769
4121 Carmichael Rd Ste 501
Montgomery, AL
Firm
New York Life

Data Provided By:
Andrew Haskell, CFP®
(334) 409-5819
4001 Carmichael Rd Ste 500
Montgomery, AL
Firm
Merrill Lynch Bank & Trust Co., Fsb
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Government and Military, Insurance Planning, Investment Management, Retirement Planning

Data Provided By:
Mr. Irby J. Thompson, CFP®
(334) 260-2432
3815 Interstate Court
Montgomery, AL
Firm
Warren Averett Asset Management, LLC
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Elder Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Lee Lawrence
8128 Old Federal Rd.
Montgomery, AL
Company
Title: Financial Consultant
Company: Affinity Partners, LLC.
Type
Investment Advisor Rep: Yes
Service
Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Portfolio Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirem

Data Provided By:
Breck A. Honea, CFP®
(334) 242-8423
61 Market Pl Ste A
Montgomery, AL
Firm
State Farm Insurance
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Disaster Recovery, Divorce Issues
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

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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