Commercial Mortgage Financing Prattville AL

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

Mr. Daryl Greer, CFP®
(334) 361-4050
1809 Station Dr Ste D
Prattville, AL
Firm
Edward Jones
Areas of Specialization
Estate Planning, Investment Planning, Life Planning, Retirement Income Management, Women's Finances
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Matthew B Murphy, CFP®
(334) 260-3879
4001 Carmichael Road
Montgomery, AL
Firm
UBS
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Irby J. Thompson, CFP®
(334) 260-2432
3815 Interstate Court
Montgomery, AL
Firm
Warren Averett Asset Management, LLC
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Elder Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Andrew Haskell, CFP®
(334) 409-5819
4001 Carmichael Rd Ste 500
Montgomery, AL
Firm
Merrill Lynch Bank & Trust Co., Fsb
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Government and Military, Insurance Planning, Investment Management, Retirement Planning

Data Provided By:
Regions Bank - Prattville Remote Drive Thru
(334) 365-6694
744 East Main Street
Prattville, AL
Type
Branch
Office Hours
M-S CLOSED
Su NA
Drive Up Hours
M-Th 9:00-4:00
F 9:00-6:00
S CLOSED
Su NA

Mr. Anthony C Brown, CFP®
(334) 270-5960
2000 Interstate Park Drive
Montgomery, AL
Firm
Ronald Blue & Co., LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided By:
Mr. Michael L. Hardin, CFP®
(334) 274-4769
4121 Carmichael Rd Ste 501
Montgomery, AL
Firm
New York Life

Data Provided By:
Mr. Kevin N. Haynes, CFP®
4001 Carmichael Rd Ste 400
Montgomery, AL
Firm
UBS Financial Services Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Wells Fargo - Prattville Town Center
(334) 285-1222
2783 Legends Pkwy
Prattville, AL
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed

Wells Fargo - Capitol Complex
(334) 270-2350
800 Madison Ave
Montgomery, AL
Type
Branch
Office Hours
Mon-Fri 09:00 AM-05:30 PM
Sat-Sun Closed

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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