Commercial Mortgage Financing Somerset KY

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

Mr. Jay Mcshurley, CFP®
(606) 677-9014
PO Box 1827
Somerset, KY

Data Provided By:
Mr. John G. Evans, CFP®
(606) 679-5090
116 Tradepark Dr Ste 1
Somerset, KY
Firm
Evans, Harville, Atwell & Comp
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Lisa Renee Mullins, CFP®
(606) 679-5090
116 Tradepark Dr
Somerset, KY
Firm
Wealth Care Advisors, LLC
Areas of Specialization
Accounting, Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial 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. David M. Laign, CFP®
(606) 678-9164
107 S. Main Street
Somerset, KY
Firm
Cumberland Security Bank

Data Provided By:
Mr. Alfred D. Holland, CFP®
(606) 871-0005
570 Knob Rd
Nancy, KY
Firm
Holland Wealth Management, LLC
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Kenneth R. Prevett Jr., CFP®
(800) 284-8186
357 Langdon Street
Somerset, KY
Firm
Merit National Fund Advisors, LLC
Areas of Specialization
Business Succession Planning, Charitable Giving, Elder Care, Estate Planning, Healthcare Planning, Insurance Planning, Investment 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:
Lowell F Washam Jr., CFP®
(606) 451-2326
368 N Hwy 27 Ste 2
Somerset, KY
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Divorce Issues, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning

Data Provided By:
Mrs. Bobbie S. Hahn, CFP®
(606) 678-0326
71 Imaging Dr
Somerset, KY
Firm
edward jones

Data Provided By:
Mr. Mark A Henderson, CFP®
(606) 451-0393
1846 S Hwy 27
Somerset, KY
Firm
Hamburg Financial Group
Areas of Specialization
Estate Planning, General Financial Planning, Retirement Income Management, Retirement Planning, Wealth Management

Data Provided By:
Jerome Zimmerer
D. Scott Neal, Inc.
(800) 344-9098
PO Box 2010
Lexington, KY
Expertises
Ongoing Investment Management, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA/PFS

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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