Commercial Mortgage Financing Ventura CA

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

Alan E. Hewitt
Al Hewitt Inc
(877) 254-9348
400 Camarillo Ranch Road
Camarillo, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Tax Planning, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, AAMS, ATA, ATP, CFP®, EA, AWMA

Mr. Paul K. San, CFP®
(805) 676-1231
270 S Mills Rd
Ventura, CA
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Retirement Income Management, Retirement Planning, Securities
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Service Professionals

Data Provided By:
Mr. Kent L. Brown, CFP®
(805) 644-5800
5550 Telegraph Rd.
Ventura, CA
Firm
Brown Financial Services
Areas of Specialization
General Financial Planning, Retirement Income Management, Retirement Planning, Sudden Wealth Management, Tax Planning, Tax Preparation, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mrs. Cynthia Ann Lebus, CFP®
(805) 639-0446
1316 Raven Ave
Ventura, CA
Firm
Vanderbilt Securities LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Profession: Business Executives

Data Provided By:
Mr. Stephen H. Wagner, CFP®
(805) 339-0760
1001 Partridge Dr
Ventura, CA
Firm
Wagner Financial Group

Data Provided By:
Josette Hewitt
Al Hewitt Inc
(877) 254-9348
400 Camarillo Ranch Road
Camarillo, CA
Expertises
Women's Financial Planning Issues, Advising Medical Professionals, Tax Planning, Ongoing Investment Management, Planning Issues for Business Owners, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AAMS, ABA, ATA, ATP, CFP®, EA

Mr. Richard A. Walton, CFP®
(805) 477-0732
6633 Telephone Rd Ste 122
Ventura, CA
Firm
Law Offices of Richard Albert
Areas of Specialization
Accounting, Estate Planning, Legal Advice, Tax Planning, Tax Preparation

Data Provided By:
Mr. Leon R. Rousso, CFP®
(805) 676-1110
3585 Maple St
Ventura, CA
Firm
Leon Rousso & Associates
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Healthcare Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Richard S. Jeffery, CFP®
(805) 644-1224
290 Maple Ct Ste 118
Ventura, CA
Firm
Financial Network Invest Corp
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Men's Finances, Planning for Couples

Data Provided By:
Mr. Frank C. Crowley, CFP®
(805) 644-0128
2060 Knoll Dr Ste 101
Ventura, CA
Firm
Horizons Wealth Management

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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