Commercial Mortgage Financing Jefferson City MO

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

Steven Erickson
Erickson Financial Solutions, LLC
(573) 635-0942
1804 A Southwest Blvd.
Jefferson City, MO
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Middle Income Client Needs, Hourly Financial Planning Services, High Net Worth Client Needs, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CRPC, JD, MBA, AWMA

Ms. Cindy R. Rehmeier, CFP®
(573) 690-6280
2717 Kenwood Drive
Jefferson City, MO
Firm
Missouri State Employees Retirement System
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Brian R Zerr, CFP®
(573) 636-7661
3308 W Edgewood Dr Ste I
Jefferson City, MO
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Clifford C. Olsen Ii, CFP®
(314) 634-8200
1011 Boonville Rd
Jefferson City, MO
Firm
Olsen Financial Group LLC
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Profession: Not Applicable

Data Provided By:
Don Wilson, CFP®
(573) 230-8861
3349 American Dr
Jefferson City, MO
Firm
ICMA-RC

Data Provided By:
Mr. Jeffrey G. Boessen, CFP®
(573) 634-1101
Central Bank West
Jefferson City, MO
Firm
Invest Financial Corporation
Areas of Specialization
Asset Allocation, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning

Data Provided By:
Mr. J. Randy Snodgrass, CFP®
(573) 635-0754
1620 Southridge Dr
Jefferson City, MO
Firm
J. Randy Snodgrass, CPA PC
Areas of Specialization
Accounting, Estate Planning, Investment Planning, Retirement Planning, Securities, Small Business Planning, Tax Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Jerry W. Christian, CFP®
(573) 556-1112
3407 Knipp Dr
Jefferson City, MO
Firm
Nicklas Financial Companies
Areas of Specialization
Asset Allocation, Education Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. William G. Pratt, CFP®
(573) 893-5929
3407 Knipp Dr
Jefferson City, MO
Firm
Nicklas Financial Companies

Data Provided By:
US Bank - Jefferson City MO Office
(573) 634-2150
101 W McCarty St
Jefferson City, MO
Drive Up Hours
Mon 08:00 am to 05:30 pm
Tue 08:00 am to 05:30 pm
Wed 08:00 am to 05:30 pm
Thur 08:00 am to 05:30 pm
Fri 08:00 am to 05:30 pm
Sat 09:00 am to 12:00 pm

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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