Commercial Mortgage Financing Crown Point IN

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

Joseph Harowski
Smart Choice Financial Planning, Inc.
(219) 682-7544
9421 Joliet St.
St. John, IN
Expertises
Middle Income Client Needs, Planning Issues for Business Owners, Retirement Plan Investment Advice, Ongoing Investment Management, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

Ms. Mary Haluska, CFP®
(219) 662-2779
1401 E. Greenwood Ave.
Crown Point, IN
Firm
Ameriprise Financial Services,

Data Provided By:
Mr. Joseph A. O'Keefe, CFP®
(219) 663-9860
11480 Broadway
Crown Point, IN
Firm
Ameriprise Financial Services,

Data Provided By:
Mr. Richard Charles Sauerman, CFP®
1155 E Joliet St
Crown Point, IN
Firm
New Buffalo Savings Bank

Data Provided By:
Mr. Scott T. Ribordy, CFP®
(219) 738-4455
707 E. 80th Place
Merrillville, IN
Firm
Merrill Lynch

Data Provided By:
Mr. Kenneth John Stachler, CFP®
(219) 738-6457
5521 W Linciln Highway
Crown Point, IN
Firm
Wells Fargo Advisors

Data Provided By:
Mr. Wayne G. Brumm, CFP®
(219) 662-0277
PO Box 877
Crown Point, IN
Firm
Raymond James Financial Services
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Retirement Planning, Sudden Wealth Management, Tax Planning

Data Provided By:
Mr. Carsten Falkenberg, CFP®
(219) 663-8699
6811 E 125th Ave
Crown Point, IN
Firm
Thrivent Financial for Lutherans
Areas of Specialization
Charitable Giving, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Richard E. Graham Sr., CFP®
(219) 736-6900
334 W 84th Dr
Merrillville, IN
Firm
Eley Graham Financial Services
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Paul Kutanovski, CFP®
(219) 765-6693
707 E 80th Pl Ste 302
Merrillville, IN
Firm
Valic
Areas of Specialization
Education Planning, Investment Planning, Retirement Planning, Risk Management, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

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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