Commercial Mortgage Financing Warrenton VA

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

Paul White
Independent Financial Planning, Inc.
(703) 743-9318
7001 Heritage Village Plaza
Gainesville, VA
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Real Estate Investments, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®

Mr. Kevin P. Handford, CFP®
(540) 349-0700
7 Hotel St
Warrenton, VA
Firm
Handford Financial Strategies
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable



Data Provided By:
Mr. John R. Frerichs, CFP®
15930 Spyglass Hill Loop
Gainesville, VA
Firm
The Financial Pilot Group LLC

Data Provided By:
William Reid Howard, CFP®
(703) 753-2955
7150 Heritage Village Plz Ste 201
Gainesville, VA
Firm
Ameriprise Financial

Data Provided By:
Mr. Gary A. Howard, CFP®
(703) 753-2955
7150 Heritage Village Plaza
Gainesville, VA
Firm
Ameriprise Financial
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable



Data Provided By:
Mr. Brett M. Nelson, CFP®
(540) 341-8459
77B West Lee Street
Warrenton, VA
Firm
Nelson Financial Partners, LLC
Areas of Specialization
Accounting, Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
Ms. Patricia L. Kerns, CFP®
(540) 364-6210
8964 Woodward Rd
Marshall, VA
Firm
Kerns Financial Group

Data Provided By:
Mr. Paul Matthew White, CFP®
(703) 743-9318
7001 Heritage Village Plaza
Gainesville , VA
Firm
Independent Financial Planning
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. John R Pugh Jr., CFP®
(703) 753-6082
7250 Heritage Village Plaza
Gainesville, VA
Firm
Insight Wealth Management, Inc.
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. David G. Spence, CFP®
(703) 543-6963
6154 Popes Creek Pl
Haymarket, VA
Firm
LPL Financial Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

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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