Commercial Mortgage Financing Belleville IL

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

Carol Johnson
Voellinger, Simpson, Dolan & Associates, P.C.
(618) 233-8515
4010 North Illinois, Suite 3
Belleville, IL
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CFS

Terrance Davis
Terrance P. Davis, CPA/PFS
(314) 963-0569
8460 Watson Road, Suite 225
St. Louis, MO
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CPA/PFS, MS

Mr. Tim Guthrie, CFP®
(618) 233-5685
1 Bronze Pointe Blvd
Swansea, IL
Firm
Stifel Nicolaus
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Ms. Ruth Auer Chady, CFP®
(618) 234-2500
2 Park Pl
Swansea, IL
Firm
Financial & Bus Consultants

Data Provided By:
Dustin Eckhardt, CFP®
(618) 233-3900
2408A Lebanon Ave
Belleville, IL
Firm
Thrivent Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Michael Tinkler
Cambridge Capital Management, LLC
(618) 632-7574
852 Cambridge Blvd., Suite 100
O' Fallon, IL
Expertises
Ongoing Investment Management, Newlyweds & Novice Investors, Retirement Plan Investment Advice, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Michael Tinkler
Cambridge Capital Management, LLC
(314) 454-0438
1200 South Big Bend
St. Louis, MO
Expertises
Ongoing Investment Management, Newlyweds & Novice Investors, Retirement Plan Investment Advice, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Ms. Carol I. Johnson, CFP®
(618) 233-8515
4010 N Illinois St Ste 3
Swansea, IL
Firm
Voellinger, Simpson, Dolan & Assoc., P.C.

Data Provided By:
Mr. Frank Timothy Babka, CFP®
(618) 233-5853
One Bronze Pointe
Belleville, IL
Firm
Stifel Nicolaus & Company

Data Provided By:
Mr. Roy E. Gray, CFP®
(618) 233-6003
3121 N Illinois St Ste B
Swansea, IL
Firm
Merrill Lynch Business Financial Services Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, Government and Military, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning, LGBT Individuals and Couples, Life Planning, Long-Term Care, Men's Finances, Planning for Couples, Retirement Income Management, Retirement Planning, Risk Management, Securities,
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

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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Local Events

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