Commercial Mortgage Financing Columbia MO

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

Steven Erickson
Erickson Financial Solutions, LLC
(573) 874-3888
3610 Buttonwood Blvd, Suite 200
Columbia, MO
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Middle Income Client Needs, Hourly Financial Planning Services, High Net Worth Client Needs, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CRPC, JD, MBA, AWMA

Mr. Gregory Michael Reed, CFP®
3201 S Providence Rd Ste 102
Columbia, MO
Firm
Raymond James

Data Provided By:
Mr. Neil A. Carr, CFP®
(573) 443-1654
1902 Corona Rd Ste 202
Columbia, MO
Firm
Lincoln Financial Advisors
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Non-Profit Employees

Data Provided By:
Mr. Rodney M. Loesch, CFP®
(573) 875-4494
200 East Southampton Dr.
Columbia, MO
Firm
Waddell & Reed Inc.

Data Provided By:
Mr. Adam M. Wheeler, CFP®
(573) 443-1654
1902 Corona Rd Ste 202
Columbia, MO
Firm
Lincoln Financial Advisors
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Healthcare Planning, Insurance Planning, Investment Management

Data Provided By:
Mr. Ed J. Petersheim, CFP®
(573) 445-3331
7900 Highway 40 W
Columbia, MO
Firm
Tiger Tax Service

Data Provided By:
Mr. Stephen C. Neely, CFP®
(573) 443-5001
2012 Cherry Hill Dr Ste 202A
Columbia, MO
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Estate Planning, General Financial Planning, Investment Management, Investment Planning, LGBT Individuals and Couples, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Kenneth G. Geel, CFP®
(573) 449-0018
33 E Broadway Ste 190
Columbia, MO
Firm
Landers, Weiss & Co., LLC

Data Provided By:
Ms. Dodie K. Douglas, CFP®
(573) 445-8364
311 Bernadette Dr
Columbia, MO
Firm
Dodie Douglas CFP
Areas of Specialization
Retirement Planning, Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mrs. Betty J. Schuster, CFP®
(573) 446-0389
2000 Forum Blvd
Columbia, MO
Firm
Schuster Financial Services
Areas of Specialization
General Financial 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,...

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