Commercial Mortgage Financing Prescott AZ

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

Janie Strasser
Ponderosa Wealth Management
(928) 777-2381
1129 Iron Springs Road
Prescott, AZ
Expertises
Planning Issues for Business Owners, Ongoing Investment Management, Tax Planning, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Ms. Cynthia Degeorge, CFP®
(928) 445-7060
534 Quail Hollow Dr
Prescott, AZ
Firm
Gurley LTCI
Areas of Specialization
Long-Term Care
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided By:
Ms. Jodi O. Padgett, CFP®
(928) 778-0933
1555 Plaza West Dr
Prescott, AZ
Firm
Taylor & Padgett Financial Gro
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Elder Care, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Alan A. Anderson, CFP®
(928) 445-7238
1456 W Gurley St
Prescott, AZ
Firm
Yavapai Financial Planning
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Disaster Recovery, Education Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Gary P. Baker, CFP®
(928) 776-1483
425 White Spar Rd
Prescott, AZ
Firm
MetLife
Areas of Specialization
Asset Allocation, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Life Planning, Risk Management

Data Provided By:
Mr. James M. Poindexter, CFP®
(928) 443-5542
1965 Commerce Center Circle
Prescott, AZ
Firm
Poindexter Financial Group Inc
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Elder Care, Estate Planning, Healthcare Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Charles Schwartz, CFP®
(928) 771-2007
551 Skyview Dr
Prescott, AZ
Firm
Ameriprise Financial
Areas of Specialization
Estate Planning, Investment Management, Retirement Planning, Small Business Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Ms. Ellen G. Platamone, CFP®
(928) 445-2598
1678 Oaklawn Dr
Prescott, AZ
Firm
Wealth Management Concepts Inc

Data Provided By:
Mr. Stephen A. Drake, CFP®
(928) 899-2244
2345 Oakwood Dr
Prescott, AZ
Firm
Optima Holding Co.

Data Provided By:
Mr. Bruce R. Hosler, CFP®
(928) 778-7666
973 W Gurley St
Prescott, AZ
Firm
Hosler Wealth Management LLC
Areas of Specialization
Estate Planning, Investment Management, Retirement Income Management, Retirement Planning, Tax Planning, Tax Preparation, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



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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