Commercial Mortgage Financing Surprise AZ

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

Matthew Murphy
Murphy Capital Advisors, LLC
(623) 872-3333
6751 N. Sunset Blvd.
Glendale, AZ
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. William R Brooking, CFP®
(480) 345-4747
14881 W Georgia Dr
Surprise, AZ
Firm
Morgan Stanley Smith Barney

Data Provided By:
Mr. Daniel F. Wilkinson, CFP®
(480) 346-1110
16254 W Silver Falls Dr
Surprise, AZ
Firm
TransAmerica Financial Advisors

Data Provided By:
Mr. James Clark, CFP®
(623) 875-2424
12455 W Bell Rd
Surprise, AZ
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Service Professionals

Data Provided By:
Mr. Gary L. Luna, CFP®
(623) 466-6060
14780 W Mountain View Blvd Ste 211
Surprise, AZ
Firm
Dynamic Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
David Fernandez
Wealth Engineering, LLC
(480) 296-2042
20325 N. 51st Avenue, Suite 134 (bldg 5)
Glendale, AZ
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, High Net Worth Client Needs, College/Education Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. Max W. Smith, CFP®
(623) 583-6141
12213 W Bell Rd Ste 209
Surprise, AZ
Firm
Hillspring Financial, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning, Life Transitions
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Lauren Lee Morgan, CFP®
(623) 933-0600
12213 W Bell Rd Ste 115
Surprise, AZ
Firm
Morgan Wealth Management, Inc.

Data Provided By:
Mr. Michael J. Larkin, CFP®
(623) 972-6155
14997 W Bell Rd Ste 100
Surprise, AZ
Firm
Financial Network Investment Corporation
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $100,001 - $250,000

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



Data Provided By:
Mr. J. Donald Larkin, CFP®
(623) 972-6155
14997 W Bell Rd Ste 100
Surprise, AZ
Firm
Larkin & Associates
Areas of Specialization
Estate Planning, General Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

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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