Commercial Mortgage Financing Tuscaloosa AL

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

Mr. William Olon Scroggins, CFP®
(205) 345-7615
1101 Greensboro Ave
Tuscaloosa, AL
Firm
Cadence Investment Services
Areas of Specialization
Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Retirement Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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



Data Provided By:
Ms. Gale K. Zumpano, CFP®
(205) 348-2498
220 Paul W. Bryant Dr. E.
Tuscaloosa, AL
Firm
CUNA Mutual Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. William W. Jessup, CFP®
(205) 349-2050
204 Marina Dr Ste 100
Tuscaloosa, AL
Firm
Capstone Wealth Management,LLC
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000



Data Provided By:
James D. Richardson, CFP®
(205) 561-1399
1501 McFarland Blvd N
Tuscaloosa, AL
Firm
Richardson Financial Group

Data Provided By:
Mr. Jack Evans, CFP®
1817 Commons North Dr
Tuscaloosa, AL
Firm
Ameriprise Financial Services
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Richard E. 'Rick' Gibson, CFP®
(205) 345-8440
2200 Jack Warner Parkway
Tuscaloosa, AL
Firm
Jamison Money Farmer PC

Data Provided By:
Dr. Robert W. Mcleod, CFP®
(205) 345-0934
2316 University Blvd Ste 201
Tuscaloosa, AL
Firm
Financial Economics Consulting
Areas of Specialization
Comprehensive Financial Planning, Investment Planning

Data Provided By:
Mr. Scott A. Whisenant, CFP®
(205) 366-8646
1300 McFarland Blvd NE Ste 350
Tuscaloosa, AL
Firm
Whisenant & Associates, LLC
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management

Data Provided By:
Mr. Terence Wayne Simpson, CFP®
(205) 345-2035
1817 Commons North Dr
Tuscaloosa, AL
Firm
Ameriprise Financial

Data Provided By:
Mr. James G. Brazil Jr., CFP®
(205) 349-1322
204 Marina Drive, Ste 100
Tuscaloosa, AL
Firm
Jessup, Ingram, Burns & Associates, LLP
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

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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