Commercial Mortgage Financing Oxford MS

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

Martin Mesecke
Self Worth Financial Planning LLC
(662) 452-0525
2206 Anderson Road
Oxford, MS
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Richard L. Devoe, CFP®
(662) 234-0703
1420 N Lamar Blvd
Oxford, MS
Firm
DeVoe Carr, Pllc
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. James C Langley, CFP®
(662) 236-1510
607 South Lamar
Oxford, MS
Firm
Edward Jones Investments
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided By:
John Bergland, Jr.
Bergland Wealth Management, Inc.
(601) 956-5181
PO Box 1318
Ridgeland, MS
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Advising Medical Professionals, Ongoing Investment Management, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, M.Div.

Martin Mesecke
Self Worth Financial Planning LLC
(662) 452-0525
2206 Anderson Road
Oxford, MS
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Mark C. Hartnett, CFP®
(662) 528-7671
2084 Old Taylor Road, Suite 107
Oxford, MS
Firm
Family Wealth Practices LLC
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning
Key Considerations
Average Net Worth: $5,000,001 or more



Data Provided By:
Mr. W. Joel Bell, CFP®
(901) 870-7638
103 N. Lamar Blvd.
Oxford, MS
Firm
Strategic Financial Partners
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Regions Bank - Oxford Westside Center
(662) 232-8014
1800 Jackson Avenue West
Oxford, MS
Type
Branch
Office Hours
M-S CLOSED
Su NA
Drive Up Hours
M-Th 9:00-4:30
F 9:00-5:00
S CLOSED
Su NA

Tiffany Ballard
Bergland Wealth Management, Inc.
(601) 956-5181
PO Box 1318
Ridgeland, MS
Expertises
Cash Flow/Budgets/Credit Issues, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®

Mr. Blake T. Headley, CFP®
(601) 720-4357
132 Riverview Dr Ste D
Flowood, MS
Firm
BlackSummit Financial Group, Inc

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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