Commercial Mortgage Financing Green Bay WI

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

Thomas Batterman
Vigil Trust & Financial Fiduciaries
(800) 950-8110
Satellite Office
Green Bay, WI
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CTFA, JD

Ms. Marlene T. Lanoue, CFP®
(920) 431-0000
2740 South Oneida Street
Green Bay, WI
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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. R. C. Froistad, CFP®
(920) 499-5453
2113 S Oneida St
Green Bay, WI
Firm
Froistad & Associates, Inc
Areas of Specialization
Accounting, Asset Allocation, Education Planning, General Financial Planning, Investment Management, Investment Planning, Small Business Planning

Data Provided By:
Mr. Rick T. Holewinski, CFP®
(920) 499-9400
2740 S. Oneida Street
Green Bay, WI
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Adam Lewitzke, CFP®
601 Willard Dr
Green Bay, WI
Firm
Ameriprise Financial Services Inc.

Data Provided By:
Mr. Michael A. Johnson, CFP®
(920) 494-2040
1551 Park Pl Ste 400
Green Bay, WI
Firm
Michael A. Johnson, CFP
Areas of Specialization
Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Jerry Ganz
2117 S Oneida Street
Green Bay, WI
Company
Company: Jerry Ganz & Associates
Service
Wealth Management,Estate Tax Planning,Individual Income Tax Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Investment Consulting & Allocation Design,Asset Protection Strategies & Planning,Investment & Portfolio Management,Retirement Income Distribution Planning,Fee-Only Comprehensive Financial Planning

Data Provided By:
Mr. Richard A. Balch, CFP®
1234 S Ridge Rd
Green Bay, WI
Firm
Woodmen Financial Resources

Data Provided By:
Mr. Paul J. Mongin, CFP®
(920) 499-0999
601 Willard Dr
Green Bay, WI
Firm
Ameriprise Financial
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Jerry A. Ganz, CFP®
(920) 498-8100
2117 S. Oneida Street
Green Bay, WI
Firm
Jerry Ganz Financial Planning
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

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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