Commercial Mortgage Financing Wenatchee WA

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

Mr. Sean P. Gross, CFP®
(509) 664-8844
385 E Penny Rd Ste 103
Wenatchee, WA
Firm
Telos Wealth Management, LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning, Debt Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided By:
Mrs. Sherry L. Gustin, CFP®
(509) 662-9287
PO Box 2135
Wenatchee, WA
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided By:
Mr. Steve L. Bogen, CFP®
(509) 264-1730
2084 S Methow St
Wenatchee, WA
Firm
Telos Wealth Management
Areas of Specialization
Insurance Planning, Long-Term Care, Risk Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Ms. Karen Madison, CFP®
(509) 663-8604
1 5th Street, Suite 300
Wenatchee, WA
Firm
Stifel Nicolaus
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning, Investment Management, Life Transitions
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

Data Provided By:
US Bank - Wenatchee Office
(509) 664-9026
1020 N Mission St
Wenatchee, WA
Languages
Spanish
Drive Up Hours
Mon 09:00 am to 05:00 pm
Tue 09:00 am to 05:00 pm
Wed 09:00 am to 05:00 pm
Thur 09:00 am to 05:00 pm
Fri 09:00 am to 06:00 pm

Zach Davies, CFP®
1 5th St Ste 300
Wenatchee, WA
Firm
Stifel Nicolaus & Co.

Data Provided By:
Mr. Craig T. Homchick, CFP®
(509) 663-1131
PO Box 1371
Wenatchee, WA
Firm
Homchick, Smith and Associates
Areas of Specialization
Accounting, Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Ford Hoxsey Barrett, CFP®
(509) 663-7526
610 N Mission St
Wenatchee, WA
Firm
Financial Alternatives
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000



Data Provided By:
Mr. Bradley H. Blackburn, CFP®
(509) 782-2600
121 Cottage Ave
Cashmere, WA
Firm
Raymond James Financial Services
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Socially Responsible Investments
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Chase Bank
(509) 662-3641
30 S Mission St
Wenatchee, WA
Type
Freestanding
Office Hours
Mon:9:00-6:00
Tues:9:00-6:00
Wed:9:00-6:00
Thurs:9:00-6:00
Fri:9:00-6:00
Sat:9:00-1:00
Sun:closed

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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