Commercial Mortgage Financing Alton IL

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

Gregory H Bray, CFP®
(618) 466-9700
2410 State St
Alton, IL
Firm
Alton Capital Management, Inc.

Data Provided By:
Mr. Josef D Chiapelli, CFP®
(618) 377-4117
300 S. Prairie Street
Bethalto, IL
Firm
Brian E. Keister and Associates

Data Provided By:
Mrs. Karen S. Mcgarvey, CFP®
(618) 259-8920
2 Terminal Dr
East Alton, IL
Firm
Financial Advisory Network Inc

Data Provided By:
Mrs. Lisa M. Avenevoli, CFP®
(314) 839-4600
325 Rue Saint Francois
Florissant, MO
Firm
Steve Robbins, Inc.
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Risk Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mrs. Karen A. Numi, CFP®
(618) 381-7176
101 Credit Union Way
Edwardsville, IL
Firm
SWBC Investments, LLC
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, Education Planning, General Financial Planning, Government and Military, Insurance Planning

Data Provided By:
Mr. David D Shaffer, CFP®
(618) 377-9092
138 W Bethalto Blvd
Bethalto, IL
Firm
Country Financial
Areas of Specialization
Debt Management, General Financial Planning, Insurance Planning, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Brian E. Keister, CFP®
(618) 377-4117
300 S Prairie St
Bethalto, IL
Firm
Brian E Keister & Associates
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Richard Jacobsmeyer Jr., CFP®
(314) 839-2767
2100 N. Hwy 67
Florissant, MO
Firm
US Bancorp Investments

Data Provided By:
Mr. Stephen D. Robbins, CFP®
(314) 839-4600
325 Rue Saint Francois
Florissant, MO
Firm
Steve Robbins, Inc.
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Gregory L Mullican, CFP®
(618) 659-5156
1254 University Dr
Edwardsville, IL
Firm
Northwestern Mutual
Areas of Specialization
Insurance Planning, Retirement Planning, Social Security Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



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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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Local Events

GFOA Annual Conference 2018 - Government Finance Officers Association
Dates: 5/6/2018 – 5/9/2018
Location:
Saint Louis
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