Commercial Mortgage Financing Newport News VA

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

Katherine Brown
The Advisory Firm of Katherine Brown, LLC
(757) 847-3040
751 Thimble Shoals Blvd., Suite H-2
Newport News, VA
Expertises
Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Hourly Financial Planning Services, Ongoing Investment Management, Investment Advice without Ongoing Management, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BA, CSA, PFP

Mr. Charles D. Mcgee, CFP®
(757) 873-0993
701 Mariner Row Ste 200
Newport News, VA
Firm
First Command Financial Planning
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Government Employees

Data Provided By:
Mr. Stephen E Sigmon, CFP®
(757) 223-5902
701 Town Center Drive
Newport News, VA
Firm
LPL Financial
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Tax Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Michael R Mason, CFP®
(757) 223-9898
11827 Canon Blvd.
Newport News, VA
Firm
Mason and Associates, LLC

Data Provided By:
Ms. Mary B. Oder, CFP®
(757) 223-7146
701 Town Center Drive
Newport News, VA
Firm
Witt Mares, PLC

Data Provided By:
Mr. John M. Mason, CFP®
(757) 223-9898
11827 Canon Blvd Ste 204
Newport News, VA
Firm
Mason & Associates, LLC
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Government and Military, Insurance Planning, Long-Term Care
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Government Employees

Data Provided By:
Mr. Robert W. Carmines, CFP®
(757) 876-6829
11815 Rock Landing Dr
Newport News, VA
Firm
Carmines Robbins & Co, PLC

Data Provided By:
Mr. Charles F. Jenks Jr., CFP®
(757) 873-4947
800 Diligence Dr Ste 100
Newport News, VA
Firm
Financial Security Advisory, Inc.
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, Employee and Employer Plan Benefits, Estate 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 H. James, CFP®
(757) 873-3300
701 Town Center Dr
Newport News, VA
Firm
Morgan Stanley

Data Provided By:
Mr. Adam Lee Deskins, CFP®
(757) 525-3386
11825 Rock Landing Dr
Newport News, VA
Firm
iPlan Investments
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



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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