Commercial Mortgage Financing Morganton NC

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

Mr. Paul Spencer Cash Jr., CFP®
(828) 437-5357
207 North Sterling St.
Morganton, NC
Firm
Mimosa Insurance Agency,LLC

Data Provided By:
Mr. W. Donald Haugen, CFP®
(828) 437-6673
203 Queen St
Morganton, NC
Firm
Wells Fargo Advisors formerly Wachovia Securities

Data Provided By:
Ron Hughes
580 malcomb blvd.
Rutherford College, NC
Service
Medicaid,Annuities,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Medicare Planning,Life Insurance,Commission-Only Financial Planning (Full Disclosure),Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Health Care Insurance,Retirement Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning

Data Provided By:
Ms. Merry S. Boone, CFP®
(828) 304-1023
215-B First Avenue SW
Hickory, NC
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning, Insurance Planning

Data Provided By:
Wells Fargo - Morganton Main
(828) 438-5144
101 W Union St
Morganton, NC
Type
Branch
Office Hours
Mon-Wed 09:00 AM-05:00 PM
Thu 09:00 AM-06:00 PM
Fri 09:00 AM-05:00 PM
Sat-Sun Closed

Mr. Mark Kevin Miller, CFP®
(828) 437-8060
PO Box 1489
Morganton, NC
Firm
Smith Miller & Buff CPA PA
Areas of Specialization
Estate Planning, Retirement Planning, Small Business Planning, Tax Planning, Tax Preparation

Data Provided By:
Ms. Teresa Hope Redman, CFP®
(828) 438-4766
107 Woodland Pl
Morganton, NC

Data Provided By:
Mark Fucito, CFP®
(828) 754-0951
222-C Harper Ave NW
Lenoir, NC
Firm
Edward Jones
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Retirement Income Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Bank of America - Morganton
(828) 433-0201
100 North Green Street
Morganton, NC
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday Closed
Sunday Closed

SunTrust Bank
(828) 439-2490
612 South Sterling Street
Morganton, NC
Type
ATM, Branch, Drive-Thru
Office Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend:
Drive Up Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend:

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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