Commercial Mortgage Financing Narragansett RI

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

Stephen Poplaski
Lighthouse Financial Management, LLC
(401) 596-3392
85 Beach Street, Building D
Westerly, RI
Expertises
Ongoing Investment Management, Tax Planning, Planning Issues for Business Owners, Divorce Planning, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, CPA/PFS, MBA, MSFP

Mr. James V. Aukerman, CFP®
(401) 788-9080
60 S County Commons Way
Wakefield, RI
Firm
James V. Aukerman & Associates
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, Long-Term Care

Data Provided By:
Mr. William A. Entwistle Iii, CFP®
(401) 782-6166
24 Salt Pond Rd
Wakefield, RI
Firm
Entwistle Financial Life Planning
Areas of Specialization
Business Succession Planning, General Financial Planning, Investment Management, Life Planning, Life Transitions, Retirement Planning, Small Business Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Thomas A. Denicola Jr., CFP®
(401) 792-4910
35 South County Commons Way
Wakefield, RI
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Asset Allocation, Budget Development, Debt Management, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Michael Charles Paolino, CFP®
(401) 783-7548
35 S County Commons Way Ste D7
Wakefield, RI
Firm
Edward Jones

Data Provided By:
Mr. Edmund J. Brock, CFP®
(401) 788-0106
24 Salt Pond Rd Ste A6
Wakefield, RI
Firm
Ameriprise Financial Services, Inc.

Data Provided By:
Kathryn Hansmann Welles, CFP®
(401) 845-0731
4 Old Tower Hill Rd
Wakefield, RI
Firm
Merrill Lynch Pierce Fenner & Smith
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning

Data Provided By:
Mr. James W. Blackerby, CFP®
(401) 789-1120
343 Main St
Wakefield, RI
Firm
Ameriprise Financial Services,
Areas of Specialization
Business Succession Planning, Charitable Giving, Estate Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Edward J. Molloy, CFP®
(401) 284-3221
535 Jerry Brown Farm Rd
South Kingstown, RI
Firm
Aetna
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Healthcare Planning, Insurance Planning, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Profession: Business Executives

Data Provided By:
Ms. Maryanne P. Cunningham, CFP®
(401) 783-8647
18 Wayside Ct
Kingston, RI
Firm
Bank On Mac
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, LGBT Individuals and Couples, Life Planning

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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