Commercial Mortgage Financing Evergreen CO

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

Jon Moore
Moore Financial Group
(303) 225-8400
8081 Shaffer Pkwy
Littleton, CO
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

Paul Staib
Staib Financial Planning, LLC
303/346-5336
2 West Dry Creek Circle
Littleton, CO
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Hourly Financial Planning Services, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Robert Zimberg
Financial Mountain Inc.
(303) 442-4390
5335 West 48th Avenue, Suite 100
Denver, CO
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Alternative or Private Investments, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CCPS, CFP®

Mr. John P. Thompson, CFP®
(303) 670-3810
28124 War Admiral Trl
Evergreen, CO

Data Provided By:
Mr. William J. Bedell, CFP®
(303) 670-7995
228 Kings Rd
EVERGREEN, CO
Firm
William J Bedell, PC

Data Provided By:
Sal Miceli
Miceli Financial Planning
(303) 948-5789
10 Partridge Lane
Littleton, CO
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, High Net Worth Client Needs, Planning Issues for Business Owners, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

M. Shannon Lunsford
Lunsford Financial Planning, Inc.
(303) 666-6442
2 West Dry Creek Circle
Littleton, CO
Expertises
Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, College/Education Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BSEE, CFP®, EA

Ms. Patty L. Delucas, CFP®
(303) 679-2108
32186 Castle Court
Evergreen, CO
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Derek M. Van Hoesen, CFP®
(303) 670-7206
PO Box 3712
Evergreen, CO
Firm
JDK Financial Advisors

Data Provided By:
Mr. Derek J. Richards, CFP®
(303) 679-4908
P.O. Box 2407
Evergreen, CO
Firm
Evergreen Financial Planning Services, LLC

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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