Commercial Mortgage Financing New Orleans LA

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

Keith Deane
Deane Retirement Strategies, Inc.
(504) 582-2345
1100 Poydras Street, Suite 2065
New Orleans, LA
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Advising Employee Benefit Plan Participants, High Net Worth Client Needs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, CRC

Michael Zabalaoui
Resource Management, Inc.
(504) 833-5378
3300 West Esplanade Avenue, Suite 509
Metairie, LA
Expertises
Ongoing Investment Management, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MS

Mr. Maurice D. Olson, CFP®
(504) 533-7763
201 Saint Charles Ave Fl 23
New Orleans, LA
Firm
Capital One Asset Management

Data Provided By:
Mr. Wesley P. Martinez, CFP®
(504) 566-4227
1010 Common St Ste 101A
New Orleans, LA
Firm
Charles Schwab & Co., Inc.
Areas of Specialization
Asset Allocation, Banking, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mrs. Holly S. Nichols, CFP®
(504) 623-6345
201 St Charles Ave, 28th Floor
New Orleans, LA
Firm
JPMorgan
Areas of Specialization
Asset Allocation, Banking, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $5,000,001 or more



Data Provided By:
Linda Deane
Deane Retirement Strategies, Inc.
(504) 582-2345
1100 Poydras Street, Suite 2065
New Orleans, LA
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Advising Employee Benefit Plan Participants, High Net Worth Client Needs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, AIF, CEA, CFP®, CRC, RFC

Shelley Ferro
Ferro Financial LLC
(504) 831-1813
2121 N. Causeway Blvd Suite 160
Metarie, LA
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Ms. Ann P Colvin, CFP®
(504) 623-1604
201 Saint Charles Ave Fl 28
New Orleans, LA
Firm
J.P. Morgan Asset Management
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning, Debt Management
Key Considerations
Average Net Worth: $5,000,001 or more

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

Profession: Not Applicable

Data Provided By:
Mr. Paul Christian Morgan, CFP®
(504) 595-3243
909 Poydras St
New Orleans, LA
Firm
Morgan Keegan & Company, Inc
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management

Data Provided By:
Mrs. Mary E. Colon, CFP®
(504) 587-9646
1100 Poydras
New Orleans, LA
Firm
Morgan Stanley Smith Barney

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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