Commercial Mortgage Financing Nacogdoches TX

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

Mrs. Heather E. Harris, CFP®
(936) 559-5672
1105 N University Dr Ste 103
Nacogdoches, TX
Firm
Edward Jones

Data Provided By:
John Still
2424 North Pecan
Nacogdoches, TX
Company
Title: Financial Consultant
Company: Still Financial Group
Service
401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care Insurance,Retirement Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Accumulation Planning,IRA, 401k, Roth I

Data Provided By:
Mr. Gary L. Pankratz, CFP®
(936) 568-0171
P.O. Box 632747
Nacogdoches, TX
Firm
Raymond James Financial Servic
Areas of Specialization
Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Capital One
(936) 362-2336
715 Main Street
Chireno, TX
Type
Branch
Services
Branch Drive-Up Safe Deposit Box
Office Hours
Sun , Mon 9 AM - 3 PM, Tue 9 AM - 3 PM, Wed 9 AM - 3 PM, Thu 9 AM - 3 PM, Fri 9 AM - 5 PM,
Drive Up Hours
Sun , Mon 9 AM - 4 PM, Tue 9 AM - 4 PM, Wed 9 AM - 4 PM, Thu 9 AM - 4 PM, Fri 9 AM - 5 PM,

Laura Barnett Lion
Barnett Financial, Inc.
(512) 454-5459
8500 Bluffstone Cove, Suite B-102
Austin, TX
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Miss Scarlett Rebecca Sloane, CFP®
(936) 560-9993
4635 NE Stallings Dr Ste 101
Nacogdoches, TX
Firm
Raymond James Financial Services

Data Provided By:
Mr. Shannon Lee Smith, CFP®
(936) 560-9993
4635 N.E. Stallings Drive, #101
Nacogdoches, TX
Firm
Raymond James
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Regions Bank - Nacogdoches Main Remote Drive Thru
(936) 715-6100
310 East Pillar St
Nacogdoches, TX
Type
Branch
Office Hours
M-S CLOSED
Su NA
Drive Up Hours
M-Th 8:00-5:30
F 8:00-6:00
S CLOSED
Su NA

Sarah Buenger
Paragon Advisors, LLC
(979) 693-3907
215 Rock Prairie Road
College Station, TX
Expertises
Retirement Planning & Distribution Rules, Tax Planning, College/Education Planning, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Don Pace
Netting & Pace, CPA's
(210) 738-3888
7373 Broadway Street, Suite 400
San Antonio, TX
Expertises
Ongoing Investment Management, Divorce Planning, Estate & Generational Planning Issues, Financial Issues Between Generations, Tax Planning, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CPA/PFS, MPA

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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