Commercial Mortgage Financing Orange Park FL

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

Peter North
North & Company, LLC
(904) 688-0685
1620 Brighton Bluff Court
Orange Park, FL
Expertises
Ongoing Investment Management, Tax Planning, Retirement Planning & Distribution Rules, Advising Medical Professionals, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Carolyn McClanahan
Life Planning Partners, Inc.
(904) 448-5158
6550 St. Augustine Road, Suite 302
Jacksonville, FL
Expertises
Advising Medical Professionals, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MD

Stephen Faries
Marchand Faries Financial Management, Inc.
(904) 805-0207
821 Montego Road West
Jacksonville, FL
Expertises
Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, JD, MBA

Mr. Frank F. Andrea Jr., CFP®
(904) 272-9600
950 Blanding Blvd Ste 6
Orange Park, FL
Firm
Allstate Financial Services, LLC

Data Provided By:
Mr. Jeffrey M. Camarda, CFP®
(904) 278-1177
4371 US Highway 17
Orange Park, FL
Firm
Camarda Financial Advisors LLC
Areas of Specialization
Investment Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Timothy Utecht
Life Planning Partners, Inc.
(904) 448-5158
6550 St. Augustine Road, Suite 302
Jacksonville, FL
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, College/Education Planning, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFA

Jane Marchand
Marchand Faries Financial Management, Inc.
(904) 805-0207
821 Montego Road West
Jacksonville, FL
Expertises
Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, BA

Chris Daunhauer
TrustWell Financial Advisors
(904) 996-7800
8825 Perimeter Park Blvd., Suite 304
Jacksonville, FL
Expertises
Cash Flow/Budgets/Credit Issues, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, M.Ed., MBA

Mr. C. J. Camarda, CFP®
(904) 383-8436
1505C Vineland Circle
Fleming Island, FL
Firm
Camarda Financial Advisors
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided By:
Mr. Anthony E. Deluca, CFP®
(904) 264-0843
1472 Course View Dr
Fleming Island, FL
Firm
DeLuca Associates Inc
Areas of Specialization
Charitable Giving, Estate Planning, Intergenerational Planning, Retirement Income Management, Retirement Planning, Securities

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,...

Click here to read the rest of this article from GlobalBx