Gather your last two years of business tax returns, three months of bank statements, and a current balance sheet or profit-and-loss statement. If you're purchasing equipment or real estate, bring the purchase agreement or pro-forma invoice. Daly City retailers near Westlake Shopping Center and service businesses along Mission Street typically have these files ready; we'll walk you through anything missing. The cleaner your documentation at first contact, the faster we move your file to underwriting.
Our Office Location and Hours
Hazelcrest Financial
323 89th St
Daly City, CA 94015
(650) 659-4959
We're two blocks east of Interstate 280, between the Daly City BART station and the Broadmoor neighborhood. Street parking fills quickly during weekday mornings; the public lot on 87th Street offers all-day spaces. Office hours are Monday through Friday, 9:00 AM to 5:00 PM. We close for lunch from noon to 1:00 PM. Walk-ins are welcome, but calling ahead guarantees a broker will be free when you arrive.