Commercial Mortgage Financing Williamsport PA

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

Ms. Barbara L. Jennings, CFP®
(570) 326-9500
400 Market St. Suite 200
Williamsport, PA
Firm
Hudock Moyer Wealth Resources

Data Provided By:
Mr. George I. Rodgers Ii, CFP®
(570) 320-4309
175 Pine Street
Williamsport, PA
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Elder Care, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management

Data Provided By:
Mr. Todd M. Rishel, CFP®
(570) 327-1156
2001 W 4th St
Williamsport, PA
Firm
M&T Securities
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Rudolph A. Kafer, CFP®
(800) 326-9796
2350 East Third Street
Williamsport, PA
Firm
Planned Futures
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Michael P. Kolb, CFP®
(570) 322-4627
705 Washington Blvd Ste 100
Williamsport, PA
Firm
ING Financial Partners
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Mr. William E. Fox, CFP®
(570) 743-4955
2505 N Hills Dr
Williamsport, PA
Firm
Susquehanna Trust & Investment
Areas of Specialization
Employee and Employer Plan Benefits, Investment Management, Investment Planning, Retirement Income Management, Securities, Sudden Wealth Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Paul J. Gedroiz, CFP®
(570) 322-8149
800 W 4th St Ste 107
Williamsport, PA
Firm
Ameriprise Financial

Data Provided By:
Ms. Shelby J. Mulberger, CFP®
(570) 320-4348
175 Pine St Ste 100
Williamsport, PA
Firm
Morgan Stanley Smith Barney

Data Provided By:
Nancy G. Montanye, CFP®
(570) 322-1235
353 Pine St Suite 1
Williamsport, PA
Firm
Nancy G Montanye CPA
Areas of Specialization
General Financial Planning

Data Provided By:
Mr. James J. Dinsmore, CFP®
(570) 368-1185
999 N Loyalsock Ave
Montoursville, PA
Firm
Liberty Mutual Group
Areas of Specialization
Education Planning, General Financial Planning, Insurance Planning, Life Planning, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

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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