Commercial Mortgage Financing Watertown NY

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

Mr. Daniel P. Drappo, CFP®
(315) 773-5686
28499 NYS Rt. 3
Black River, NY
Firm
Community Investment Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mrs. Christine M Cisco, CFP®
(315) 788-4200
111 Washington St
Watertown, NY
Firm
RBC Wealth Management
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
HSBC Bank
1.800.975.HSBC (4722)
Dulles State Office Bldg 120 Washington Street
Watertown, NY
Services
Branch Services: Wheelchair Accessible Lobby, Deposit Drop Box, Night Deposit Drop Box, Notary Available, Foreign Currency Exchange
ATM Services: ATMs: 1, Wheelchair Accessible ATM
Office Hours
MONDAY: 09:00 am - 04:00 pm
TUESDAY: 09:00 am - 04:00 pm
WEDNESDAY: 09:00 am - 04:00 pm
THURSDAY: 09:00 am - 05:00 pm
FRIDAY: 09:00 am - 05:00 pm
SATURDAY: -
SUNDAY: -
Drive Up Hours
MONDAY: 08:30 am - 05:00 pm
TUESDAY: 08:30 am - 05:00 pm
WEDNESDAY: 08:30 am - 05:00 pm
THURSDAY: 08:30 am - 05:00 pm
FRIDAY: 08:30 am - 05:00 pm
SATURDAY: -
SUNDAY: -

HSBC Bank
1.800.975.HSBC (4722)
Village Hall 302 State St
Carthage, NY
Services
Branch Services: Wheelchair Accessible Lobby, Deposit Drop Box, Night Deposit Drop Box, Notary Available
ATM Services: ATMs: 1, Wheelchair Accessible ATM
Office Hours
MONDAY: 09:00 am - 04:00 pm
TUESDAY: 09:00 am - 04:00 pm
WEDNESDAY: 09:00 am - 04:00 pm
THURSDAY: 09:00 am - 05:00 pm
FRIDAY: 09:00 am - 05:00 pm
SATURDAY: -
SUNDAY: -
Drive Up Hours
MONDAY: 08:30 am - 05:00 pm
TUESDAY: 08:30 am - 05:00 pm
WEDNESDAY: 08:30 am - 05:00 pm
THURSDAY: 08:30 am - 05:00 pm
FRIDAY: 08:30 am - 05:00 pm
SATURDAY: -
SUNDAY: -

Anthony Ogorek
Ogorek Wealth Management, LLC
(716) 626-5000
6400 Sheridan Drive Suite 224
Williamsville, NY
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Advising Medical Professionals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, Ed.D.

Mr. Kenneth R. Piarulli, CFP®
(315) 785-0971
215 Washington St Ste 106
Watertown, NY
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Mr. David D. Crapser, CFP®
(315) 788-5800
215 Washington St
Watertown, NY
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning

Data Provided By:
HSBC Bank
1.800.975.HSBC (4722)
Off Rt 11 Near Ft Drum 8489 South Main St
Evans Mills, NY
Services
Branch Services: Wheelchair Accessible Lobby, Deposit Drop Box, Night Deposit Drop Box, Notary Available, Foreign Currency Exchange
ATM Services:
Office Hours
MONDAY: 09:00 am - 04:00 pm
TUESDAY: 09:00 am - 04:00 pm
WEDNESDAY: 09:00 am - 04:00 pm
THURSDAY: 09:00 am - 05:00 pm
FRIDAY: 09:00 am - 05:00 pm
SATURDAY: -
SUNDAY: -
Drive Up Hours
MONDAY: -
TUESDAY: -
WEDNESDAY: -
THURSDAY: -
FRIDAY: -
SATURDAY: -
SUNDAY: -

HSBC Bank
1.800.975.HSBC (4722)
Post Office 26 E Church St
Adams, NY
Services
Branch Services: Wheelchair Accessible Lobby, Deposit Drop Box, Night Deposit Drop Box, Notary Available
ATM Services: ATMs: 1, Wheelchair Accessible ATM
Office Hours
MONDAY: 09:00 am - 04:00 pm
TUESDAY: 09:00 am - 04:00 pm
WEDNESDAY: 09:00 am - 04:00 pm
THURSDAY: 09:00 am - 05:00 pm
FRIDAY: 09:00 am - 05:00 pm
SATURDAY: -
SUNDAY: -
Drive Up Hours
MONDAY: 08:30 am - 05:00 pm
TUESDAY: 08:30 am - 05:00 pm
WEDNESDAY: 08:30 am - 05:00 pm
THURSDAY: 08:30 am - 05:00 pm
FRIDAY: 08:30 am - 05:00 pm
SATURDAY: -
SUNDAY: -

Marie DeCaprio
MCD Advisors
(914) 432-5058
78 Meadow Road
Briarcliff Manor, NY
Expertises
Investment Advice without Ongoing Management, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

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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