Commercial Mortgage Financing Sylvania OH

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

Mrs. Jennifer A Smiljanich, CFP®
(419) 885-2626
6711 Monroe Street
Sylvania, OH
Firm
SJS Investment Consulting
Areas of Specialization
Asset Allocation, General Financial Planning, Investment Management, Investment Planning, Wealth Management, Women's Finances, Young Professionals

Data Provided By:
Ms. Monica A. Malhoit, CFP®
(419) 318-5136
5757 Monroe Street
Sylvania, OH
Firm
UBS Financial Services

Data Provided By:
Mr. Robert S. Loeb, CFP®
(419) 318-5236
5757 Monroe St
Sylvania, OH
Firm
UBS Financial Services
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning

Data Provided By:
Mr. James Edward Lamm, CFP®
(419) 725-9224
5954 Renaissance Pl
Toledo, OH
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Insurance Planning, Investment Planning, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Service Professionals

Data Provided By:
Mr. Michael R Landolt, CFP®
(419) 534-4413
2760 Centennial Rd
Toledo, OH
Firm
ING Financial Partners
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: Not Applicable



Data Provided By:
Ms. Kristie K. Howe, CFP®
(419) 318-5500
5757 Monroe St
Sylvania, OH
Firm
UBS Financial Services, Inc.

Data Provided By:
Joshua Mudse, CFP®
(419) 882-8120
5800 MONROE ST F10
SYLVANIA, OH
Firm
CHARLES SCHWAB & CO
Areas of Specialization
Asset Allocation, Banking, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Ms. Gulzar S. Sunderji, CFP®
(419) 829-2166
2333 Waterford Village Dr
Sylvania, OH

Data Provided By:
Ms. Lisa M Judy, CFP®
(419) 842-6141
3434 Granite Cir
Toledo, OH
Firm
Plante & Moran Financial Advis
Areas of Specialization
Accounting, Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning

Data Provided By:
Mr. Gerald L. Sliemers, CFP®
(419) 720-9728
7335 Crossleigh Ct Ste 100
Toledo, OH
Firm
Wells Fargo Advisors

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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