Commercial Mortgage Financing Waterville ME

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

Mr. Albert J. Languet Iii, CFP®
(207) 873-2200
129 Silver Street
Waterville, ME
Firm
Golden Pond Wealth Management
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Ms. Suzanne I Uhl-Melanson, CFP®
(207) 859-8877
Uhl-Melanson Investor Services
Waterville, ME
Firm
Uhl-Melanson Investor Services LLC
Areas of Specialization
Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Alan D. Carey, CFP®
(207) 877-9450
P.O. Box 59
Waterville, ME
Firm
Prime Financial Investments &

Data Provided By:
Mr. John R. Williams Ii, CFP®
(207) 453-5300
43 Western Ave
Fairfield, ME
Firm
Cadaret Grant and Co., Inc.

Data Provided By:
Mr. Joel D. Davis, CFP®
(207) 622-9009
7 N Chestnut St
Augusta, ME
Firm
Ameriprise Financial Services,

Data Provided By:
Mr. Kenneth P. Viens, CFP®
(207) 660-4100
226 Main St
Waterville, ME
Firm
Kennebec Wealth Management
Areas of Specialization
General Financial Planning

Data Provided By:
Mr. Roland G. Fournier, CFP®
(207) 877-9450
753 West River Rd
Waterville, ME
Firm
Prime Financial
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Joseph M. Jabar Jr., CFP®
(207) 660-4100
226 Main St
Waterville, ME
Firm
LPL Financial
Areas of Specialization
Comprehensive Financial Planning, Investment Management

Data Provided By:
Ms. Nina J. Mendall, CFP®
(207) 621-2626
320 Water St Fl 4
Augusta, ME
Firm
Raymond James Financial Services, Inc.
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Planning for Couples, Retirement Income Management

Data Provided By:
Mr. Peter L Mendall, CFP®
(207) 621-2626
320 Water St Fl 4
Augusta, ME
Firm
Raymond James Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Securities
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

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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