Commercial Mortgage Financing Winder GA

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

Mark Gibbs
Gibbs Financial Planning Services, P.C.
(770) 831-8652
1400 Buford Hwy, Suite F5
Sugar Hill, GA
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, College/Education Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Mr. Charles E. Stevens, CFP®
(770) 725-0897
681 Garden Cir
Statham, GA
Firm
Advisors Southeastern Alliance

Data Provided By:
Mr. Scott M. Bremus, CFP®
(770) 677-2441
2078 Teron Trce Ste 250
Dacula, GA
Firm
Sterne Agee
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided By:
Mr. Kevin F. Price, CFP®
(770) 965-7678
6342 Grand Hickory Dr Ste 205
Braselton, GA
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Charitable Giving, Divorce Issues, Estate Planning, Intergenerational Planning, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Kevin W Frutiger, CFP®
(706) 546-1114
1551 Jennings Mill Rd Unit 1000B
Bogart, GA
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning

Data Provided By:
Harold Lundy
1091 Ashland Drive
Statham, GA
Company
Company: Lundy Insurance Group, Inc.
Service
Pension for Highly Compensated Owners,Stock Market Alternative,Alternative Investments,Disability Insurance,Annuities,Annuity Ideas & Strategy Planning,Asset Protection Strategies & Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicaid,Life Insurance,Long-Term Health Care Planning,Retirement Income Accumulation Planning,401k Rollover From Employer,Income for Life/ Preserve Principal,Medicare Planning,Health Care Insurance,Retirement Planning,Retirement Income Distribution Planning

Data Provided By:
Mr. Jeffrey K. Kirkpatrick, CFP®
(770) 513-1370
2078 Teron Trce
Dacula, GA
Firm
Sterne Agee Financial
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Philip Dunwoody Cox Jr., CFP®
(678) 804-6069
2078 Teron Trace
Dacula, GA
Firm
Sterne Agee Financial Services, Inc
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. David Stafford Varnedoe, CFP®
(706) 367-7654
364 Lee St
Jefferson, GA
Firm
EDWARD JONES INVESTMENTS

Data Provided By:
Mr. Jacob Matthew Mckelvey, CFP®
291 Gwinnett Dr
Lawrenceville, GA
Firm
Regions Trust
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000



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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