Commercial Mortgage Financing Slidell LA

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

Mr. William J Petersen Iii, CFP®
(985) 641-6547
770 Gause Blvd. Ste. A2
Slidell, LA
Firm
Edward Jones

Data Provided By:
Mr. Thomas F. O'Connor, CFP®
(985) 643-2802
104 Village St Ste A
Slidell, LA
Firm
Tom O'Connor,CFP
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided By:
Mr. Alan E. Knight, CFP®
506 Robert Blvd
Slidell, LA
Firm
Raymond James Financial Servic

Data Provided By:
Mr. Chad J Nugent, CFP®
(985) 649-1930
29 N Treasure Isle
Slidell, LA
Firm
LPL Financial
Areas of Specialization
Accounting, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Dwight Fontana
2895 Highway 190, Suite 224
Mandeville, LA
Company
Title: Registered Representative Investments
Company: Lasalle St. Securities LLC., Member FINRA / SIPC
Education
Bachelor of Science,1980
University of New Orleans
Business Administration
Years Experience
Years Experience: 26
Service
Wealth Management,Life Insurance,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Health Care Insurance,Retirement Planning,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Alternative Investments,Annuities,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning

Data Provided By:
Mr. Thomas A. Prude, CFP®
(985) 605-5060
2242 Carey St
Slidell, LA
Firm
Pontchartrain Investment Management
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. Todd J. Melerine, CFP®
(985) 641-7812
104 Village St Ste A
Slidell, LA

Data Provided By:
Terry M. King, CFP®
(985) 646-0790
100 Mission Dr Ste 4
Slidell, LA
Firm
Thrivent Financial for Luthera
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Mr. Daniel J Boudreaux, CFP®
(985) 646-2078
2395 Gause Blvd East Suite 4
Slidell, LA
Firm
Edward Jones

Data Provided By:
Mr. William J. Hrapmann Jr., CFP®
(985) 674-4400
4012 Lonesome Road
Mandeville, LA
Firm
Bill Hrapmann Investment Advis
Areas of Specialization
Asset Allocation, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

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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