Commercial Mortgage Financing Savannah GA

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

Iris Dayoub
Alpha Financial Management, Inc.
(912) 353-9343
7505 Waters Avenue, Suite E-1
Savannah, GA
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, MS, PhD

Mr. Seth Kovensky, CFP®
(912) 629-6251
334 Stephenson Ave
Savannah, GA
Firm
Live Oak Financial Services, L
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. S. Stewart Bromley, CFP®
(912) 235-3410
2 E Bryan St Fl 14
Savannah, GA
Firm
Holland, Henry & Bromley, LLP
Areas of Specialization
Tax Planning, Tax Preparation

Data Provided By:
Kelly A. Newberry, CFP®
(912) 921-3423
200 Stephenson Ave Ste 301
Savannah, GA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Marty A. Phillips, CFP®
(912) 349-1494
127 Abercorn St Ste 201
Savannah, GA
Firm
The Wellspring Group

Data Provided By:
Teryl Tornroos
Evergreen Financial Planning, LLC
(912) 373-6698
2 Navigator Lane
Savannah, GA
Expertises
Helping Clients Identify & Achieve Goals, Tax Planning, College/Education Planning, Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Mr. Thomas J. Hussey, CFP®
(912) 692-1040
530 Stephenson Ave Ste 100
Savannah, GA
Firm
Raymond James
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Income Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. William J. Fielitz, CFP®
(912) 691-2320
6602 Abercorn St Ste 100
Savannah, GA
Firm
Chatham Capital Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Michael W. Skinner, CFP®
(912) 233-3602
311 W Broughton St Fl 2
Savannah, GA
Firm
Skinner Barndollar & Lane

Data Provided By:
Mr. Mario J. Conti, CFP®
(912) 944-1117
33 Bull St Ste 320
Savannah, GA
Firm
Suntrust Investment Services,
Areas of Specialization
Asset Allocation, Banking, General Financial Planning, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

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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