Commercial Mortgage Financing Bartlesville OK

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

Mr. Joshua W. Randolph, CFP®
(918) 337-3260
PO Box 2248
Bartlesville, OK
Firm
Arvest Asset Management
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Tom K. Barclay, CFP®
(918) 333-9740
2431 Nowata Pl
Bartlesville, OK
Firm
Utica Capital Management

Data Provided By:
Mr. Brian D. Schneider, CFP®
(918) 337-3423
100 SE Frank Phillips Blvd
Bartlesville, OK
Firm
Arvest Asset Management
Areas of Specialization
Asset Allocation, Estate Planning, Investment Management, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
Mrs. Tracye Lyn Caughell, CFP®
(918) 336-1122
600 SE Delaware Ave
Bartlesville, OK
Firm
Caughell Rodgers Investments
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Investment Management, Life Transitions, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Mark W. Archambo, CFP®
(918) 336-2222
310 S Osage
Bartlesville, OK
Firm
Archambo Financial Advisors In
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

Data Provided By:
Mr. David M. Nelson, CFP®
(918) 337-4304
4225 SE Adams Rd
Bartlesville, OK
Firm
Arvest Asset Management
Areas of Specialization
Estate Planning, Long-Term Care, Retirement Planning

Data Provided By:
Ms. Amy D. Cady, CFP®
(918) 906-4066
4160 SE Adams Rd. Ste. 102
Bartlesville, OK
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Jon Aubrey Nettles, CFP®
(918) 336-7877
117 W 5th St Ste 300
Bartlesville, OK
Firm
The Focus Group Advisors
Areas of Specialization
Comprehensive Financial Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Jim D. Phillips, CFP®
(918) 337-2045
309 SE Frank Phillips Blvd
Bartlesville, OK
Firm
First Investment Corp
Areas of Specialization
Investment Management

Data Provided By:
Heather E Robison, CFP®
(918) 336-5400
330 S Johnstone Ave
Bartlesville, OK
Firm
Susan Dick Financial Services, LLC
Areas of Specialization
Investment Planning

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,...

Click here to read the rest of this article from GlobalBx