Commercial Mortgage Financing Ocala FL

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

Ms. Beth W. Dominguez, CFP®
(352) 266-4438
2701 SW 34th Street, Bldg. 100
Ocala, FL
Firm
Raymond James & Associates, Inc.
Areas of Specialization
Retirement Income Management

Data Provided By:
Mr. John H. Decker Jr., CFP®
(352) 237-2191
3200 SW 34th Ave Bldg 100
Ocala, FL
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Investment Management, Investment Planning, Retirement Income Management, Securities
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Arthur L. Poole Iii, CFP®
(352) 237-7800
2801 SW College Road Suite 2
Ocala, FL
Firm
LPL Financial
Areas of Specialization
Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. William S. Campbell Jr., CFP®
(352) 351-3501
PO Box 820
Ocala, FL
Firm
Citizens First Financial Services

Data Provided By:
Mr. William F. Bowen Jr., CFP®
(352) 401-3800
1600 SE 17th St
Ocala, FL
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Investment Management, Retirement Income Management, Retirement Planning, Securities, Wealth Management

Data Provided By:
Mr. David V. Hays, CFP®
(352) 598-4369
PO Box 771627
Ocala, FL
Firm
David V. Hays, CFP
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Non-Profit Employees

Data Provided By:
Mr. James Jerry Forrest, CFP®
(352) 854-6866
3220 SW 31st Rd Ste 302
Ocala, FL
Firm
Raymond James Financial Serv
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. William H. Shepard Iii, CFP®
(800) 416-6866
3220 SW 31st Rd Ste 302
Ocala, FL
Firm
Raymond James

Data Provided By:
Ms. Carol J. Hays, CFP®
(352) 854-9407
PO Box 771627
Ocala, FL
Firm
Transamerica Financial Advisors
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:
Mr. Michael J Hart, CFP®
(352) 368-0644
301 SE 17th St
Ocala, FL
Firm
Merrill Lynch Wealth Management
Areas of Specialization
Asset Allocation, Banking, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management

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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