Commercial Mortgage Financing Newark OH

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

Elizabeth Caldwell
Welsh Hills Financial
(740) 344-2244
1520 W Church St.
Newark, OH
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Richard J. Moller Jr., CFP®
(740) 587-1592
1925 Newark Granville Rd
Granville, OH
Firm
Moller & Associates, a private wealth advisory practice of Ameriprise Financial, Inc.
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Management, Life Transitions, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Patrick C. Gaul, CFP®
(740) 587-1592
1925 Newark Granville Rd
Granville, OH
Firm
Moller & Associates
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning

Data Provided By:
Fifth Third Bank
(740) 366-3330
Newark, 1235 N. 21St Street
Newark, OH
Office Hours
M-TH 9-5; F 9-6; SA 9-12
Drive Up Hours
SAME AS LOBBY

Chase Bank
(740) 587-3461
136 E Broadway
Granville, OH
Type
Freestanding
Office Hours
Mon:8:30-5:00
Tues:8:30-5:00
Wed:8:30-5:00
Thurs:8:30-5:00
Fri:8:30-6:00
Sat:8:30-2:00
Sun:closed

Ms. Elizabeth G. Caldwell, CFP®
(740) 344-2244
1520 W Church St
Newark, OH
Firm
Welsh Hills Financial

Data Provided By:
Mr. Michael J. Kocsis, CFP®
(740) 920-4100
128 S. Main Street
Granville, OH
Firm
Lincoln Douglas Investments LLC
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided By:
Mr. John P. Rossignol, CFP®
(740) 587-3975
1911 Newark Granville Rd
Granville, OH
Firm
The Granville Investment Group, Inc
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided By:
Chase Bank
(740) 366-1321
1212 N 21st St
Newark, OH
Type
Freestanding
Office Hours
Mon:9:00-6:00
Tues:9:00-6:00
Wed:9:00-6:00
Thurs:9:00-6:00
Fri:9:00-6:00
Sat:9:00-2:00
Sun:closed

Chase Bank
(740) 522-3121
895 Hebron Rd
Heath, OH
Type
Freestanding
Office Hours
Mon:9:00-7:00
Tues:9:00-7:00
Wed:9:00-7:00
Thurs:9:00-7:00
Fri:9:00-7:00
Sat:9:00-2:00
Sun:closed

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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