Commercial Mortgage Financing Saint George UT

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

Karl Ashliman
Malvern Capital Management, LLC
(435) 656-0718
190 Shadow Point Drive
St. George, UT
Expertises
Ongoing Investment Management, College/Education Planning, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Dustin Lamar Woodbury, CFP®
(435) 688-8800
1173 S 250 W Ste 201
St George, UT
Firm
Raymond James
Areas of Specialization
Accounting, Estate Planning, Tax Planning, Tax Preparation

Data Provided By:
Mr. Chad E. Loveland, CFP®
(435) 275-2810
1150 South Bluff St.
Saint George, UT
Firm
Crosier-Loveland Financial.
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided By:
Mr. Kim L. Cowdell, CFP®
(435) 688-7283
1150 S Bluff St Ste 5
St George, UT
Firm
Cowdell Financial & Associates
Areas of Specialization
Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Chad W. Parker, CFP®
(435) 628-8773
20 N Main St Ste 401
Saint George, UT
Firm
Periope, L.C.
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Jeffrey T Brimhall, CFP®
(800) 735-1601
20 N Main St Ste 400
Saint George, UT
Firm
Soltis Investment Advisors
Areas of Specialization
Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning

Data Provided By:
Jennifer N. Neal, CFP®
(435) 986-8968
720 S River Rd Bldg E
St George, UT
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Planning, Retirement Planning, Women's Finances, Young Professionals
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Kevan B. Matheson, CFP®
(435) 652-7004
170 S River Rd
Saint George, UT
Firm
PrimeVest Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Healthcare Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Lester M. Halstead Jr., CFP®
(435) 673-9599
640 East 700 South, Suite 302
St. George, UT
Firm
Brock and Associates, LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning, Debt Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Dan Wyson, CFP®
(435) 986-9525
1173 S 250 W Ste 505
Saint George, UT
Firm
Wyson Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Investment Management, Retirement Planning, Risk Management, Sudden Wealth Management

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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