Commercial Mortgage Financing Davenport IA

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

Eric Kies
The Planning Center
(309) 797-4030
1701 River Drive
Moline, IL
Expertises
Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Financial Issues Between Generations, Ongoing Investment Management, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, AIFA, CFP®, MBA

Mr. Jeffrey D Newburn, CFP®
(563) 210-4040
201 W 2nd St. Suite 700
Davenport, IA
Firm
Plan2Thrive Financial Services
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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



Data Provided By:
Mr. Paul J. Scranton, CFP®
(563) 344-4360
4300 E. 53rd Street
Davenport, IA
Firm
Morgan Stanley Smith Barney, LLC
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Shawn M. Agan, CFP®
(563) 359-3475
5153 Utica Ridge Rd
Davenport, IA
Firm
Unified Financial Strategies,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management

Data Provided By:
Mr. Grant G. Gordon, CFP®
(563) 441-1919
3475 Jersey Ridge Road
Davenport, IA
Firm
Cervantes & Gordon PLC
Areas of Specialization
Business Succession Planning, Charitable Giving, Debt Management, Divorce Issues, Estate Planning, Healthcare Planning, Insurance Planning

Data Provided By:
Mr. Terrill B. Johnson, CFP®
(563) 326-6261
111 N Perry St
Davenport, IA
Firm
River Bend Financial Group

Data Provided By:
Mr. Chris Connolly, CFP®
(563) 386-3550
4640 North Brady Street
Davenport, IA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
General Financial Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Robert J. Blazejewski Jr., CFP®
(309) 793-6200
2102 E Kimberly Rd Ste 200
Davenport, IA
Firm
IH Mississippi Valley Credit Union

Data Provided By:
Mr. Lee M. Lensch, CFP®
(563) 344-9535
5001 Utica Ridge Road
Davenport, IA
Firm
Ameriprise Financial Services, Inc
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, Insurance Planning, Investment Management, Long-Term Care

Data Provided By:
Mr. Brian J. Ramsay, CFP®
(563) 344-6070
5405 Utica Ridge Rd Ste 210
Davenport, IA
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



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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