Commercial Mortgage Financing Youngstown OH

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

Ms. Jill B. Mccullough, CFP®
Lariccia School of Accounting & Finance Rm 3331
Youngstown, OH
Firm
Youngstown State University
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Life Transitions, Retirement Planning, Wealth Management, Women's Finances, Young Professionals
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $500,001 - $1,000,000



Data Provided By:
William J. Sarich Jr., CFP®
(330) 729-1096
950 Windham Ct
Youngstown, OH
Firm
Ameriprise Financial

Data Provided By:
Mr. Bruce M. Joseph, CFP®
(330) 726-6668
8090 Market St Ste 2
Youngstown, OH
Firm
Bruce M. Joseph, CPA, CFP
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Donald W. Samuels, CFP®
(330) 726-5921
1280 Boardman Canfield Rd
Youngstown, OH
Firm
Samuels Financial Services Inc
Areas of Specialization
Accounting, Comprehensive Financial Planning, Estate Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Russell W Spitz Jr., CFP®
(330) 759-6776
5048 belmont ave
youngstown, OH
Firm
MorganStanley SmithBarney
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Dr. R. Wayne Counts, CFP®
(330) 941-7149
1 University Plz
Youngstown, OH
Firm
Youngstown State University

Data Provided By:
Mr. Richard C. Morrow Jr., CFP®
(330) 758-8613
7620 Market St
Youngstown, OH
Firm
HBKS Wealth Advisors

Data Provided By:
Mr. Michael E. Sabelli, CFP®
(216) 726-1128
918 Trailwood Dr Ste 2
Youngstown, OH
Firm
MICHAEL E. SABELI, CPA, CFP
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning

Data Provided By:
Mr. Ronald Erik Midgley, CFP®
(330) 702-1492
5731 Shields road
Canfield, OH
Firm
Raymond James Financial Services

Data Provided By:
Mr. Douglas J. Vaclav, CFP®
(330) 965-6370
7010 South Ave Ste 1A
Youngstown, OH
Firm
Ameriprise Financial Services

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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