Commercial Mortgage Financing Kokomo IN

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

David Conyers
506 Venetian Way
Kokomo, IN
Company
Title: Financial Advisor
Company: Independent Financial Services of Indiana
Years Experience
Years Experience: 15
Service
Life Insurance,Real Estate Investment Planning,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Retirement Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Annuities,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning

Data Provided By:
Mr. Craig A. Smith, CFP®
(765) 455-1554
2713 Rockford Ln
Kokomo, IN
Firm
Sycamore Financial Group
Areas of Specialization
Estate Planning, General Financial Planning, Retirement Planning, Securities, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Andrew W. Roller, CFP®
(765) 453-9600
2704 S. Goyer Rd
Kokomo, IN
Firm
Creative Financial Centre
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, Estate Planning, Tax Planning

Data Provided By:
Mr. Larry D. Rolland, CFP®
(765) 456-4279
2101 S. Dixon Rd
Kokomo, IN
Firm
Community First Bank of Howard

Data Provided By:
Mr. William E. Snow, CFP®
(765) 453-3355
521 E Lincoln Rd
Kokomo, IN
Firm
Successful Financial Strategie

Data Provided By:
Mr. Kerry Lenon, CFP®
(765) 452-6029
924 S Main St
Kokomo, IN
Firm
Bergstrom Lenon & Clark, PC
Areas of Specialization
Accounting, Budget Development, Divorce Issues, Insurance Planning, Investment Planning, Retirement Planning, Tax Planning

Data Provided By:
Mr. Jason M Kendall, CFP®
(765) 453-3355
521 E Lincoln Rd
Kokomo, IN
Firm
SFS Wealth Management

Data Provided By:
Mr. Eugene J. Kostrewa, CFP®
(765) 453-5554
217 E Southway Blvd
Kokomo, IN
Firm
Ameriprise Financial
Areas of Specialization
Divorce Issues, Education Planning, Estate Planning, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Aaron Taylor Smith, CFP®
1830 S Plate St
Kokomo, IN
Firm
Rocke & Smith

Data Provided By:
Mr. David N. Gaylor, CFP®
(765) 453-9459
3806 Southland Ave
Kokomo, IN
Firm
Comprehensive Planning Corp
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Tax Preparation
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

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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