Commercial Mortgage Financing Mount Vernon WA

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

William Morrissey
Sound Financial Planning, Inc.
(360) 336-6527
425 Commercial Street, Suite 203
Mount Vernon, WA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mrs. Tammera Lynn Prouty, CFP®
(360) 336-6527
425 Commercial St Ste 203
Mount Vernon, WA
Firm
Sound Financial Planning, Inc.
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Service Professionals

Data Provided By:
Mr. William T. Morrissey, CFP®
(360) 336-6527
425 Commercial St Ste 203
Mount Vernon, WA
Firm
Sound Financial Planning
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Life Planning, Real Estate
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Robert G. Thomson Iii, CFP®
(360) 757-8200
325 E George Hopper Road
Burlington, WA
Firm
First Command Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided By:
Mr. Todd E. Wiersum, CFP®
(877) 477-1065
1211 12th Street
Anacortes, WA
Firm
LPL Financial

Data Provided By:
Ms. Paula L. Dey, CFP®
(360) 428-1850
2124 Riverside Dr
Mount Vernon, WA
Firm
The Dey Company Inc

Data Provided By:
Mr. Richard W. Luif, CFP®
(360) 336-9583
300 S 1st St
Mount Vernon, WA
Firm
KMS Financial Services Inc
Areas of Specialization
Asset Allocation, Estate Planning, General Financial Planning, Retirement Income Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Michael E. Harvin, CFP®
(360) 757-8200
325 E. George Hopper Rd
Burlington, WA
Firm
First Command Financial Planning
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,000 or less

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

Profession: Not Applicable

Data Provided By:
Adam J. Faber, CFP®
(360) 293-2024
902 7th St
Anacortes, WA
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Long-Term Care, Retirement Income Management, Small Business Planning, Social Security Planning

Data Provided By:
Mr. Jerry L. Van Vliet, CFP®
(360) 629-9562
7208 267th St NW Ste 102
Stanwood, WA
Firm
Edward Jones

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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