Commercial Mortgage Financing Sebastian FL

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

Mary Baldwin
Mary E. Baldwin, CFP
(321) 722-0511
1735 West Hibiscus Boulevard, Suite 200
Melbourne, FL
Expertises
Ongoing Investment Management, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Ms. Linda D. Stursberg, CFP®
(772) 388-9800
701 Lake Dr
Sebastian, FL
Firm
Manatee Financial Group Inc

Data Provided By:
Mr. Paul Allen Williamson, CFP®
(772) 492-8894
1515 Indian River Blvd.
Vero Beach, FL
Firm
Paul Williamson and Company, Inc.
Areas of Specialization
Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Dixie L. Powell, CFP®
(772) 778-8006
635 17th St
Vero Beach, FL
Firm
Dixie L. Powell & Company, CPA, PA

Data Provided By:
Ms. Rosemarie L. Spytek, CFP®
(772) 567-6060
623 17TH ST
Vero Beach, FL
Firm
Raymond James Financial Servic

Data Provided By:
Mr. Thomas P. Kiernan, CFP®
(772) 569-7210
13529 US Highway 1 Ste 1F
Sebastian, FL
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Ramesh J. Gulati, CFP®
(772) 231-1070
4910 Wood Duck Cir
Vero Beach, FL
Firm
Gulati Asset Management
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Jeffrey M. Schlitt, CFP®
(772) 567-1188
1717 Indian River Blvd
Vero Beach, FL
Firm
Schlitt Services
Areas of Specialization
Investment Planning

Data Provided By:
Mr. Scott W. Stradley, CFP®
(772) 562-5435
1797 14th Ave
Vero Beach, FL
Firm
Scott W. Stradley CPA, P.A.
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Disaster Recovery, Estate Planning

Data Provided By:
Mr. Christopher R. Steele, CFP®
(772) 778-0552
2770 Indian River Blvd., Ste 204
Vero Beach, FL
Firm
Professional Advisory Services
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental 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,...

Click here to read the rest of this article from GlobalBx