Commercial Mortgage Financing Norwalk CA

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

Louis Barajas
Louis Barajas, Wealth Planning
(562) 347-0070
10330 Pioneer Blvd., Suite 250
Santa Fe Springs, CA
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Advising Entrepreneurs, Advising Medical Professionals, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, EA, MBA

David Little
Eclectic Associates, Inc.
(714) 738-0220
1021 W. Bastanchury Road, Suite 120
Fullerton, CA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, College/Education Planning, Charitable Giving - Trusts & Foundations, Tax Planning, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BS, CFA, CFP®

Delia Fernandez
Fernandez Financial Advisory,LLC
(562) 594-4454
5212 Katella Avenue, Suite 205
Los Alamitos, CA
Expertises
Advising Employee Benefit Plan Participants, Ongoing Investment Management, Retirement Planning & Distribution Rules, Middle Income Client Needs, Investment Advice without Ongoing Management, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

W. David Armes
Dover Healthcare Planning LLC
(562) 343-5377
461-102 Kakkis Drive
Long Beach, CA
Expertises
Insurance Related Issues, including Annuities, Advising Employee Benefit Plan Participants, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Ricardo Ulivi
Ulivi Wealth Management
(714) 771-6000
369 South Glassell Street
Orange, CA
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Ongoing Investment Management, Retirement Plan Investment Advice, Real Estate Investments, Tax Planning
Certifications
NAPFA Registered Financial Advisor, MBA, PhD

Sandra Field
Asset Planning Inc.
(714) 827-5794
10833 Valley View St., Suite 470
Cypress, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Carl Camp
Eclectic Associates, Inc.
(714) 738-0220
1021 W. Bastanchury Road, Suite 120
Fullerton, CA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, College/Education Planning, Charitable Giving - Trusts & Foundations, Tax Planning, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Heena Shah
Lighthouse Financial Services, Inc.
(714) 572-8900
3000 East Birch, Suite 107
Brea, CA
Expertises
Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues, Tax Planning, Ongoing Investment Management, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®

Steven Medland
TABR Capital Management, LLC
(714) 704-9180
500 N. State College Blvd, Suite 1320
Orange, CA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, High Net Worth Client Needs, Planning Issues for Business Owners, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Abbas Heydari
Abbasali Heydari
(310) 792-2090
21535 Hawthorne Blvd. Suite 355
Torrance, CA
Expertises
Helping Clients Identify & Achieve Goals, Cash Flow/Budgets/Credit Issues, Retirement Plan Investment Advice, Estate & Generational Planning Issues, Ongoing Investment Management, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

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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