Commercial Mortgage Financing Bowling Green OH

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

Deborah Boisselle
1215 Ridgewood Dr
Bowling Green, OH
Company
Title: Financial Consultant
Company: LPL Financial
Service
Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Portfolio Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Ann

Data Provided By:
Ms. Mary A. Davenport-Corthell, CFP®
(419) 354-6179
1234 Ridgewood Dr Ste B
Bowling Green, OH
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Insurance Planning, Investment Planning, LGBT Individuals and Couples, Life Transitions, Men's Finances, Retirement Planning

Data Provided By:
Kimberly Jean Young, CFP®
(419) 874-2015
900 W South Boundary St
Perrysburg, OH
Firm
McIntire Retirement Services
Areas of Specialization
Comprehensive Financial Planning, Insurance Planning, Investment Management, Investment Planning, Life Planning, Long-Term Care, Retirement Income Management

Data Provided By:
Mr. Lee W. Odegaard, CFP®
(419) 874-8504
215 Louisiana Ave
Perrysburg, OH
Firm
Edward D Jones & Company

Data Provided By:
Mr. Brian M. Lehner, CFP®
(419) 872-1650
830 W South Boundary St Ste A
Perrysburg, OH
Firm
Stonebridge Wealth Planning Group
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

Data Provided By:
Brian C Linn, CFP®
(419) 373-6159
222 S Main Street
Bowling Green, OH
Firm
Huntington Investment Company

Data Provided By:
Ms. Charlotte B. Sargeant, CFP®
(419) 887-5887
103 N. River Road
Waterville, OH
Firm
Heritage Financial Advisors
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Service Professionals

Data Provided By:
Ms. Shawna M. Farnol Bumpus, CFP®
(419) 891-1354
3292 Levis Commons Blvd
Perrysburg, OH
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mrs. Sandra M. Adam, CFP®
(419) 891-2098
3292 Levis Commons Blvd
Perrysburg, OH
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Mr. Thomas M. Skaff, CFP®
(419) 872-3863
28300 Kensington Ln
Perrysburg, OH
Firm
Wells Fargo Advisors
Areas of Specialization
Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

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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