Commercial Mortgage Financing Columbia City IN

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

Gregory Galecki
Galecki Financial Management, Inc.
(260) 436-8525
7743 W. Jefferson Boulevard
Ft. Wayne, IN
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Dennis Houlihan
Houlihan Asset Management LLC
(260) 422-2929
421 East Cook Road, Suite 300
Fort Wayne, IN
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

Mr. Timothy M Rooney Sr., CFP®
(260) 459-3989
7221 Engle Road
Fort Wayne, IN
Firm
Stifel, Nicolaus
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Terry L. Anderson, CFP®
(260) 432-3235
5750 Coventry Lane
Fort Wayne, IN
Firm
Ameriprise Financial
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning, Investment Management

Data Provided By:
Ms. Jeanine Marie Herold, CFP®
(260) 420-7732
6920 Pointe Inverness Way
Fort Wayne, IN
Firm
Phillips Financial Services

Data Provided By:
Ian Boyce
Dickmeyer Boyce Financial Management, Inc.
(260) 436-2051
6506 Constitution Drive
Fort Wayne, IN
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Divorce Planning, Advising Employee Benefit Plan Participants, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Mr. David M. Kolpien, CFP®
(260) 436-9219
7030 Pointe Inverness Way Ste 310
Fort Wayne, IN
Firm
Raymond James

Data Provided By:
Mr. Jason H. Frank, CFP®
(260) 432-8913
6223 Constitution Dr
Fort Wayne, IN
Firm
Frank Financial Group
Areas of Specialization
Asset Allocation, Education Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management

Data Provided By:
Mrs. Sheila Roesler Mccampbell, CFP®
(260) 432-5152
3302 Mallard Cove Ln
Fort Wayne, IN
Firm
Northwestern Mutual Financial Network
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

Data Provided By:
Mr. Casey Bailey Weade, CFP®
(260) 482-9559
6502 Constitution Dr
Fort Wayne, IN
Firm
Howard Bailey Financial, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Elder Care, Estate Planning, Insurance Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
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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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