Commercial Mortgage Financing Rochester NY

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

Steven Schwartz
Wealth Design Services Inc.
(585) 442-3230
940 Westfall Road
Rochester, NY
Expertises
Tax Planning, Advising Medical Professionals, Women's Financial Planning Issues, Charitable Giving - Trusts & Foundations, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CPA/PFS, JD

Jeffrey Feldman
Rochester Financial Services
(585) 442-7580
7 Hastings Circle
Pittsford, NY
Expertises
Ongoing Investment Management, Tax Planning, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, College/Education Planning, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Kay Conheady
Apropos Financial Planning
(585) 533-1950
8 Birchstone Hill
Rush, NY
Expertises
Retirement Planning & Distribution Rules, College/Education Planning, Middle Income Client Needs, Planning Issues for Unmarried & Same-Sex Couples, Cash Flow/Budgets/Credit Issues, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, BA, BS, CFP®

Mr. Larry H. Rabinowitz, CFP®
(585) 546-9480
1 East Ave
Rochester, NY
Firm
US Trust, Bank of America Private Wealth Management

Data Provided By:
Mr. Thomas M. Farace, CFP®
(585) 263-1440
1300 Clinton Sq
Rochester, NY
Firm
Nixon Peabody LLP
Areas of Specialization
Accounting, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Legal Advice, Retirement Income Management
Key Considerations
Average Net Worth: $5,000,001 or more

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

Profession: Business Executives

Data Provided By:
Curt Fey
Fey Asset Management LTD
(585) 244-0152
25 Esternay Lane
Pittsford, NY
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA, PhD

Timothy Hayes
Landmark Financial Advisory Services, LLC
(585) 381-2390
11 State Street
Pittsford, NY
Expertises
College/Education Planning, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, Middle Income Client Needs, Hourly Financial Planning Services, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Ms. Gina L. Dimonda, CFP®
(585) 797-2607
1 Chase Square
Rochester, NY
Firm
First Niagara Bank

Data Provided By:
Mr. James T. Englert, CFP®
(585) 935-5300
36 W Main St Ste 322
Rochester, NY
Firm
High Falls Advisors, LLC

Data Provided By:
Mark B. Jones, CFP®
(585) 943-8694
85 Allen Street, Suite 300
Rochester, NY
Firm
North Landing Financial
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Planning, Retirement Income Management, Retirement Planning

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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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