Commercial Mortgage Financing Palm Bay FL

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

Mary Baldwin
Mary E. Baldwin, CFP
(321) 722-0511
1735 West Hibiscus Boulevard, Suite 200
Melbourne, FL
Expertises
Ongoing Investment Management, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Robert Mastrosimone, CFP®
(321) 733-2280
100 Rialto Pl
Melbourne, FL
Firm
Mastro Financial Services, LLC

Data Provided By:
Ms. L. Betsy Dickson, CFP®
(321) 722-5426
709 S Harbor City Blvd Fl 5
Melbourne, FL
Firm
UBS Financial
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. James A. Ducharme, CFP®
(321) 729-6770
709 S. Harbor City Blvd.
Melbourne, FL
Firm
UBS Financial Services Inc.

Data Provided By:
Mr. Chad L. Helpling, CFP®
(321) 409-4412
1499 S Harbor City Blvd Ste 400
Melbourne, FL
Firm
Wells Fargo Advisors, LLC

Data Provided By:
Daniel Moisand
Moisand Fitzgerald Tamayo, LLC
(321) 253-5400
6767 N. Wickham Road, Suite 215
Melbourne, FL
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Timothy L. Nunno, CFP®
(321) 722-5413
709 S. Harbor City Blvd, 5th floor
Melbourne, FL
Firm
UBS Financial Service

Data Provided By:
Ms. Mary E. Baldwin, CFP®
(321) 722-0511
1735 W Hibiscus Blvd
Melbourne, FL
Firm
Baldwin & Associates
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Sudden Wealth Management, Wealth Management

Data Provided By:
Mr. Michael J. Rowland, CFP®
(321) 729-6770
709 S Harbor City Blvd Fl 5
Melbourne, FL
Firm
UBS Financial Services Inc

Data Provided By:
Mr. Jason S. Valavanis, CFP®
(321) 956-7072
600 E Strawbridge Ave
Melbourne, FL
Firm
Valavanis Financial
Areas of Specialization
Asset Allocation, Divorce Issues, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

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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