Commercial Mortgage Financing Vienna VA

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

Edwin Knowles
The Knowles Company, LLC
(703) 620-9445
10863 Weisiger Lane
Oakton, VA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFP®

Everette Orr
ORR Financial Planning, LLC
(703) 749-1415
2010 Corporate Ridge, Suite 700
McLean, VA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues, Financial Issues Between Generations, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, CPA/PFS

Eric Hess
Alpha Financial Advisors, LLC
(703) 442-7686
8260 Greensboro Drive, Suite #125
McLean, VA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc

Susan Fulton
FBB Capital Partners
(703) 245-3045
1600 Tysons Boulevard, Suite 853
McLean, VA
Expertises
Ongoing Investment Management, Socially Responsible Investments, Women's Financial Planning Issues, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®

Blaine Dunn
Dunn Financial Advisors, LLC
(703) 677-3105
8200 Greensboro Drive, Suite 900
McLean, VA
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Advising Medical Professionals, Tax Planning, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MA

Kyle Meyer
McLean Asset Management Corporation
(703) 827-0636
8200 Greensboro Drive, Suite 1150
McLean, VA
Expertises
Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Retirement Planning & Distribution Rules, College/Education Planning, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®

Femi Shote
Asset Harvest Group, LLC
(703) 760-0043
1600 Tyson Blvd., 8th Floor
McLean, VA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Professional Athletes or Entertainers
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, ChFc, CLU

Gordon Bernhardt
Bernhardt Wealth Management, Inc.
(703) 356-4380
2010 Corporate Ridge, Suite 210
McLean, VA
Expertises
Ongoing Investment Management, Advising Entrepreneurs, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Women's Financial Planning Issues, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, CPA, PFS

Stephen Ellisor
Star Financial Planning LLC
(703) 749-7984
932 Dominion Reserve Drive
McLean, VA
Expertises
Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Middle Income Client Needs, Estate & Generational Planning Issues, Cash Flow/Budgets/Credit Issues, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Jeffrey Zures
Sanchez & Zures, LLC
(703) 349-0330
8300 Greensboro Drive, Suite 800
McLean, VA
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, College/Education Planning, Middle Income Client Needs, Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

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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