Commercial Mortgage Financing Pearl MS

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

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.

Mr. Danny R. Matthews, CFP®
(601) 856-3825
579 Lakeland East Dr Ste A
Flowood, MS
Firm
Financial Strategies Group Inc
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Carl R Easley Jr., CFP®
(601) 992-4101
420 Liberty Park Ct Ste A
Flowood, MS
Firm
Easley Investment Consultants
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Robert L. Hughes Jr., CFP®
(601) 977-4209
PO Box 1972
Jackson, MS
Firm
Southern Farm Bureau Life
Areas of Specialization
Business Succession Planning, Estate Planning, Insurance Planning, Long-Term Care, Retirement Planning

Data Provided By:
Mrs. Erica S Stutzman, CFP®
(601) 914-2116
15 River Bend Pl Ste A
Jackson, MS
Firm
Northwestern Mutual

Data Provided By:
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:
Dennis K White, CFP®
(601) 960-5070
2506 Lakeland Dr Ste 608
Flowood, MS
Firm
Strategic Wealth Management Group, LLC
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000



Data Provided By:
Mr. Sammy T. Dean, CFP®
(601) 856-3825
579 Lakeland East Dr
Flowood, MS
Firm
Financial Strategies Group Inc

Data Provided By:
Mr. Scott T Marshall, CFP®
(601) 714-1668
2630 Ridgewood Rd Ste F
Jackson, MS
Firm
Marshall Financial Planning, LLC
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Planning, Life Planning, Retirement Income Management

Data Provided By:
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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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