Commercial Mortgage Financing Salisbury MD

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

Mr. Kevin J. Crooks, CFP®
(410) 548-7249
155 E Carroll St
Salisbury, MD
Firm
M&T Bank

Data Provided By:
Matthew Robins, CFP®
201 East Main Street
Salisbury, MD
Firm
Morgan Stanley Smith Barney

Data Provided By:
Mr. Lester M. Presley, CFP®
(410) 742-8616
224 East Main St.
Salisbury, MD
Firm
MetLife
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, Insurance Planning, Investment Management, Tax Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Gary P. Desjardins, CFP®
(410) 341-0026
1405 Wesley Dr
Salisbury, MD
Firm
Strategic Wealth Management Gr

Data Provided By:
Mr. Michael Patrick Truitt, CFP®
(410) 860-2795
224 E Main St
Salisbury, MD
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Charitable Giving, Divorce Issues, Education Planning, 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



Data Provided By:
Mrs. Kimberly S. Magaha, CFP®
(410) 341-0026
1405 Wesley Drive
Salisbury, MD
Firm
Strategic Wealth Management Gr

Data Provided By:
Mr. Mark E Engberg, CFP®
(410) 546-0911
318 East Main Street
Salisbury, MD
Firm
CFS / Comprehensive Financial Solutions
Areas of Specialization
General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Robert G. Anderson, CFP®
(410) 912-4286
543 Riverside Dr Ste B
Salisbury, MD
Firm
LPL Financial Services
Areas of Specialization
Investment Management, Retirement Planning, Wealth Management

Data Provided By:
Mr. Bruce W. Robson, CFP®
(410) 546-0911
318 E Main St
Salisbury, MD
Firm
Comprehensive Financial Solutions
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Dennis Hopson, CFP®
(410) 742-3264
1411 Wesley Dr
Salisbury, MD
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Healthcare Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

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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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