Commercial Mortgage Financing York PA

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

William Heidig
FiscalWise, Inc.
(610) 891-7760
1756 Columbia Avenue
Lancaster, PA
Expertises
Retirement Planning & Distribution Rules, Advising Entrepreneurs, Women's Financial Planning Issues, Advising Medical Professionals, Planning Issues for Business Owners, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Ms. Kristin N. Hershey, CFP®
14 S Rockburn St
York, PA
Firm
Lincoln Financial Advisors
Areas of Specialization
Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Healthcare Planning, Insurance Planning, Investment Management, Investment Planning

Data Provided By:
Mr. Roy A. Walker, Jr., CFP®
(717) 755-8936
2555 Kingston Rd Ste 160
York, PA
Firm
Belquest Capital Management, LLC

Data Provided By:
Mr. James P. O'Mara, CFP®
(717) 840-0031
3214 E Market St
York, PA
Firm
O'MARA & COMPANY FINANCIAL ADV
Areas of Specialization
Asset Allocation, Business Succession Planning, General Financial Planning, Insurance Planning, Intergenerational Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Jere C. Wise Jr., CFP®
(717) 747-8880
2220 S Queen St
York, PA
Firm
Northwest Financial Services
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Ms. Christie L. Smith, CFP®
(717) 741-8900
235 St. Charles Way
York, PA
Firm
Stifel Nicolaus
Areas of Specialization
Asset Allocation, Estate Planning, General Financial Planning, Long-Term Care, Retirement Planning, Wealth Management, Women's Finances
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided By:
Mr. Christopher L. Johnson, CFP®
(717) 751-1281
3411 Concord Rd
York, PA
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Retirement Planning
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. Lee C. Gutshall Jr., CFP®
(717) 755-2005
2550 Kingston Rd Ste 307
York, PA
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Leon I. Butler, CFP®
(717) 848-1933
PO Box 135
York, PA
Firm
Butler Gingerich & Co

Data Provided By:
Mr. R. Glenn Rowland, CFP®
(717) 751-2325
3214 East Market Street
York, PA
Firm
R. Glenn Rowland, CPA

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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