Commercial Mortgage Financing Red Bank NJ

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

Thomas Duffy
Jersey Shore Financial Advisors, LLC
(732) 229-7489
331 Newman Springs Road
Red Bank, NJ
Expertises
Financial Issues Between Generations, Planning Issues for Business Owners, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Frank Corrado
Lighthouse Financial Advisors, Inc.
(732) 747-6680
3 Harding Road, Suite B
Red Bank, NJ
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Tax Planning, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Jennifer Murray
Stonebridge Financial Advisors, LLC
(973) 605-1100
2150 Route 35 Suite 250
Sea Girt, NJ
Expertises
Women's Financial Planning Issues, Divorce Planning, Retirement Planning & Distribution Rules, Ongoing Investment Management, Investment Advice without Ongoing Management, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Anthony DeVito
ADV Investment Management & Financial Planning
(800) 732-5031
151 Overlook Avenue
Staten Island, NY
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules, Advising Employee Benefit Plan Participants, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Mr. Lawrence K. Memmola, CFP®
(732) 224-3511
3 Harding Road
Red Bank, NJ
Firm
Oppenheimer & Company, Inc.

Data Provided By:
Robert Walsh
Lighthouse Financial Advisors, Inc.
(732) 747-6680
3 Harding Road, Suite B
Red Bank, NJ
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Dennis O'Brien
Coastal Financial Advisors, Inc.
(732) 683-2330
P.O. Box 529
Farmingdale, NJ
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Cash Flow/Budgets/Credit Issues, Retirement Plan Investment Advice, Tax Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, MS

Jorie Johnson
Financial Futures LLC
(732) 722-7289
2520 State Route 35, Suite 305
Manasquan, NJ
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, College/Education Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mrs. Kris A. Frazier, CFP®
(732) 936-4036
20 Linden Pl
Red Bank, NJ
Firm
Morgan Stanley
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management

Data Provided By:
Mr. Frank Condon, CFP®
(732) 219-5511
331 Newman Springs Rd
Red Bank, NJ
Firm
UBS Financial Services Inc
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $500,001 - $1,000,000

Profession: Legal Professionals

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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