Commercial Mortgage Financing Norwich CT

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

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

Ms. Paulette A. Retsinas, CFP®
(860) 572-4046
2 Water Street
Mystic, CT
Firm
Infinex Investments Inc.
Areas of Specialization
Estate Planning, General Financial Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Kevin S. Morin, CFP®
(800) 470-2277
174 Bridge St
Groton, CT
Firm
Morin Associates LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Brent C Eugenides, CFP®
(203) 435-5580
142 Thames
Groton, CT
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Ms. Nancy D. Seely-Butler, CFP®
(860) 444-0535
495 Gold Star Hwy
Groton, CT
Firm
Ameriprise Financial Services,
Areas of Specialization
Divorce Issues
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Robert J. Sampson, CFP®
(860) 464-0433
41 Kings Hwy.
Gales Ferry, CT
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: Not Applicable

Data Provided By:
Mr. Robert R. Fradette, CFP®
(860) 572-4045
2 Water Street
Mystic, CT
Firm
Infinex Investments, Inc.

Data Provided By:
Mr. Mark J Steffen, CFP®
(860) 445-2045
495 Goldstar Highway
Groton, CT
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Long-Term Care, Retirement Planning, Securities
Key Considerations
Profession: Self-Employed Business Owners

Data Provided By:
Mr. Andrew T. Farley, CFP®
(860) 245-0250
27 Greenmanville Ave
Mystic, CT
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Teresa A. G. Prue, CFP®
(860) 536-8385
80 Stonington Rd.
Mystic, CT
Firm
Savings Institute Bank & Trust

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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