Commercial Mortgage Financing South Burlington VT

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

Jamie Milne
Milne Financial Planning, Inc.
(802) 476-0602
76 Ethan Allen Drive, Suite 4
South Burlington, VT
Expertises
Retirement Planning & Distribution Rules, Middle Income Client Needs, Ongoing Investment Management, Socially Responsible Investments, Investment Advice without Ongoing Management, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, BS, CDFA, CFP®, MBA

Donald Dempsey
Dempsey Investment Management, LLC
(802) 764-5815
PO Box 1591
Williston, VT
Expertises
Ongoing Investment Management, Hourly Financial Planning Services, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Gregory A. Mclenithan, CFP®
(802) 860-9990
1233 Shelburne Rd
South Burlington, VT
Firm
McLenithan Financial
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Glenn A. Jarrett, CFP®
(802) 864-5951
1795 Williston Rd
South Burlington, VT
Firm
Jarrett Law Office, PLC
Areas of Specialization
Elder Care, Estate Planning, Special Needs Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Mark Aridgides, CFP®
(802) 657-4730
620 Hinesburg Rd
South Burlington, VT
Firm
Fleischer Jacobs Group
Areas of Specialization
Asset Allocation, Education Planning, Estate Planning, General Financial Planning, Investment Management, Retirement Planning, Wealth Management

Data Provided By:
Scott Beaudin
Pathway Financial Advisors, LLC
(802) 660-7086
110 Main Street, Suite 401
Burlington, VT
Expertises
Hourly Financial Planning Services, High Net Worth Client Needs, Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Mr. Marc V. Fragola, CFP®
(802) 865-5000
620 Hinesburg Rd
South Burlington, VT
Firm
Fleischer Jacobs Group
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mrs. Debra A. Behm, CFP®
(802) 363-4381
11 Yandow Dr
South Burlington, VT
Firm
Debra Behm, CPA, PLC
Areas of Specialization
Tax Planning

Data Provided By:
Mr. Jason J Frank, CFP®
(802) 652-6048
69 Swift St.
South Burlington, VT
Firm
Morgan Stanley
Areas of Specialization
Banking, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning, Investment Management

Data Provided By:
Mr. Philip S. Spillane, CFP®
(802) 658-4040
110 Kimball Ave Ste 240
South Burlington, VT
Firm
Bell Wealth Management
Areas of Specialization
Investment Management, Investment Planning, Retirement Income Management, Wealth Management

Data Provided By:
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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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