Commercial Mortgage Financing Westminster MD

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

Paul Nastasi
A.J. Perry & Company, Inc.
(410) 539-1144
6570 Kali Drive
Eldersburg, MD
Expertises
Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

Mr. Bryan L. Carney, CFP®
(410) 840-5130
1030 Baltimore Blvd Ste 150
Westminster, MD
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Robert W. Robertson, CFP®
(410) 876-1040
260 E. Main St
Westminster, MD
Firm
The Financial Center

Data Provided By:
Mr. Bruce Allen Van Newkirk Jr., CFP®
(410) 840-5102
1030 Baltimore Blvd
Westminster, MD
Firm
Morgan Stanley Smith Barney

Data Provided By:
Mr. Michael R Perhac, CFP®
(410) 608-7481
205 E Main St
Westminster, MD
Firm
Main Street Advisors
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Risk Management

Data Provided By:
Mr. Edward Alexander Myers, CFP®
(410) 857-5575
12 Locust Lane
Westminster, MD
Firm
Raymond James & Associates
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
David A. Hemler, CFP®
(410) 848-0482
2 Locust Ln Ste 202
Westminster, MD
Firm
LPL Financial Corporation
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Mr. Aaron M. Puckett, CFP®
(410) 871-4040
20 Liberty St
Westminster, MD
Firm
Puckett & Sturgill Wealth Mgmt

Data Provided By:
Mr. John O. Francies Iii, CFP®
(443) 974-5636
1002 Hacienda Ct
Westminster, MD
Firm
MassMutual Financial Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Ms. Deborah A. Williams, CFP®
20 Liberty St
Westminster, MD
Firm
PUCKETT & STURGILL WEALTH MANAGEMENT

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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