Commercial Mortgage Financing East Peoria IL

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

Gregory Johnston
Johnston Investment Counsel
(309) 674-3330
331 Fulton
Peoria, IL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, AIF, CFA, CFP®, MBA

Mr. Kevin J Sletten, CFP®
(309) 637-4647
411 Hamilton Blvd Ste 2003
Peoria, IL
Firm
Raymond James & Associates, Inc.

Data Provided By:
Scott A Davis, CFP®
(309) 495-8885
301 SW Adams St Ste 900
Peoria, IL
Firm
CliftonLarsonAllen Wealth Advisors
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided By:
Mr. Dennis A. Fulkerson Sr., CFP®
(309) 231-7879
401 Main Street
Peoria, IL
Firm
RSM McGldarey, Inc
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Elder Care, Estate Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Kimberly S Mitchell, CFP®
(309) 671-0822
230 S. W. Adams St., Suite 400
Peoria, IL
Firm
Merrill Lynch
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: $5,000,001 or more

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

Profession: Business Executives

Data Provided By:
Mr. Michael J. Graham, CFP®
(309) 699-6608
235 Everett St
East Peoria, IL
Firm
John Graham & Associates Inc

Data Provided By:
Mr. James A. Yocum, CFP®
(309) 693-1825
112 State St Ste 2C
Peoria, IL
Firm
Thrivent Financial
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Loren B. Gallup, CFP®
(309) 589-3157
401 N Main St, 10th floor
Peoria, IL
Firm
Morgan Stanley

Data Provided By:
Mr. Eric S Schlipf, CFP®
(309) 671-2893
401 Main St Ste 1000
Peoria, IL
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided By:
Mr. Gregory A. Johnston, CFP®
(309) 674-3330
331 Fulton
Peoria, IL
Firm
Johnston Investment Counsel
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



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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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