Commercial Mortgage Financing Poughkeepsie NY

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

Ms. Diane Justine Arvay, CFP®
(845) 483-7948
2645 South Rd
Poughkeepsie, NY
Firm
Wells Fargo Advisors, LLC

Data Provided By:
Mr. Ronald Schneider, CFP®
(845) 451-7786
2649 South Rd
Poughkeepsie, NY
Firm
Wells Fargo Advisors
Areas of Specialization
Charitable Giving, Estate Planning, General Financial Planning, Investment Management, Retirement Income Management, Securities
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. David William Frederick, CFP®
(845) 454-9000
3344 Route 9 North
Poughkeepsie, NY
Firm
Prime Retirement Asset Management, Inc.

Data Provided By:
Mr. John T. Mcfadden, CFP®
(845) 463-1045
22 IBM Rd
Poughkeepsie, NY
Firm
McFadden & Associates

Data Provided By:
Mr. Craig M. Pesce, CFP®
(845) 554-1046
110 Main St
Poughkeepsie, NY
Firm
Marshall & Sterling Wealth Advisors, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mrs. Mellany Bagtas, CFP®
(845) 431-2267
2649 South Road
Poughkeepsie, NY
Firm
Merrill Lynch Group, Inc.
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Wealth Management, Women's Finances

Data Provided By:
Kara Gadonniex, CFP®
(845) 431-2238
2649 South Rd
Poughkeepsie, NY
Firm
Merrill Lynch
Areas of Specialization
Women's Finances

Data Provided By:
Mr. Gregory F. Zimmer, CFP®
(914) 262-5502
85 Civic Center Plz Ste 202
Poughkeepsie, NY
Firm
AXA-Advisors, LLC

Data Provided By:
Mr. James P. Agrawal, CFP®
(845) 463-1047
22 IBM Rd
Poughkeepsie, NY
Firm
J Agrawal Financial Group
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Elder Care, General Financial Planning, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Joseph Carl Steiniger, CFP®
(845) 483-7940
The Beechwood Group
Poughkeepsie, NY
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Charitable Giving, Education Planning, Estate Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning

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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