Commercial Mortgage Financing Liberty MO

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

Mr. Daniel A Jurgensen, CFP®
(816) 407-1449
1520 N Church Rd Ste 1-A
Liberty, MO
Firm
Edward Jones Investments
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Sean D Harman, CFP®
(816) 781-0800
9 Westowne Center
Liberty, MO
Firm
Wells Fargo Advisors Financial Network

Data Provided By:
Mr. John A. Thomann, CFP®
(816) 781-8782
126 Westwoods Dr
Liberty, MO
Firm
Thomann Financial Services Inc
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. Michael K. Brandeberry, CFP®
(816) 781-0490
8612 NE 99th Street
Kansas City, MO
Firm
ICMA Retirement Corporation

Data Provided By:
Mr. Robert G. Wilson, CFP®
(816) 453-5577
226 E US Highway 69
Kansas City, MO

Data Provided By:
Mr. Jeffrey P Holloway, CFP®
(816) 781-0800
9 Westowne Center
Liberty, MO
Firm
Wells Fargo Advisors
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Wealth Management

Data Provided By:
Mrs. Kari Jo Bear, CFP®
(816) 781-8782
126 Westwoods Dr
Liberty, MO
Firm
Thomann Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning

Data Provided By:
Mr. Ronald L. Yount, CFP®
(816) 412-4065
8450 NE Flintlock Rd
Kansas City, MO
Firm
CUSO Financial Services, LP / CommunityAmerica Credit Union
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Investment Planning, Long-Term Care, Men's Finances
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided By:
Michelle Jarvis, CFP®
(816) 454-6116
4401 NE Vivion Rd Ste 202
Kansas City, MO
Firm
Edward Jones Investments
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits

Data Provided By:
Mr. Phillip K. Fine, CFP®
(816) 452-4000
3000 NE Brooktree Ln
Gladstone, MO
Firm
Waddell & Reed, Inc
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate 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:
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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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