Commercial Mortgage Financing Tacoma WA

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

Troy Sapp
Commencement Financial Planning, LLC
(253) 820-6432
611 N. Fife Street
Tacoma, WA
Expertises
Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Tax Planning, Ongoing Investment Management, High Net Worth Client Needs, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Jonathan V. Airey, CFP®
(253) 474-0421
4040 S Tyler St
Tacoma, WA
Firm
ING Finacial Partners
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Profession: Not Applicable

Data Provided By:
Mr. Daniel S. Tam, CFP®
(253) 473-7079
2702 S 42nd St Ste 101
Tacoma, WA
Firm
MetLife
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, General Financial Planning

Data Provided By:
Mr. L. Scott Buser, CFP®
(253) 472-8200
2702 S 42nd St
Tacoma, WA
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management, Small Business Planning, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Ms. Katherine D. Cannon, CFP®
(253) 682-1715
1123 Pacific Ave
Tacoma, WA
Firm
Cannon Wealth Management
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
John Carmody
Carmody Investment Advisors
(206) 241-8433
1208 SW Normandy Terrace
Seattle, WA
Expertises
Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. James H. Reinke, CFP®
(253) 472-8200
2702 S 42nd St
Tacoma, WA
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning, Wealth 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:
Mr. Robert G. Davis, CFP®
(253) 472-8200
2702 S 42nd St
Tacoma, WA
Firm
Ameriprise Financial Services
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Jason R. Ledesma, CFP®
(253) 472-8200
2702 S 42nd St Ste 204
Tacoma, WA
Firm
Ameriprise Financial Inc

Data Provided By:
Mr. Orlan R Ward, CFP®
(206) 587-3602
1501 Commerce Street
Tacoma, WA
Firm
Union Bank

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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