Commercial Mortgage Financing Mason City IA

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

Michael J. Castle, CFP®
(641) 424-6265
34 2nd St. NE
Mason City, IA
Firm
Northwestern Mutual Life
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. Richard W. Pierson, CFP®
(641) 421-7710
1314 4th St SW Ste 118
Mason City, IA
Firm
Ameriprise Financial

Data Provided By:
Mr. David W Morgan, CFP®
(641) 423-2323
20 E State St
Mason City, IA
Firm
Stifel Nicolaus

Data Provided By:
Mr. Shannon G. Kropp, CFP®
(641) 357-6930
9 Plaza Dr
Clear Lake, IA
Firm
Bodensteiner Investment Advisors
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits

Data Provided By:
Bank of America - Mason City
(641) 421-1022
25 West State Street
Mason City, IA
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-5
Saturday 9-12
Sunday Closed
Drive Up Hours
Monday 8:30-5
Tuesday 8:30-5
Wednesday 8:30-5
Thursday 8:30-5
Friday 8:30-5
Saturday 9-12
Sunday Closed

Mr. Michael J. Birchem, CFP®
(641) 423-7155
109 2nd St NE
Mason City, IA
Firm
Renner & Birchem PC
Areas of Specialization
Accounting, Asset Allocation, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
John R Ressler, CFP®
(641) 424-5353
19 S. Delaware Ave.
Mason City, IA
Firm
Ressler Financial Services
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mrs. Sara J. Carlsson, CFP®
(641) 423-2093
202 1st St SE Ste 101
Mason City, IA
Firm
Edward Jones
Areas of Specialization
Estate Planning, General Financial Planning, Retirement Planning, Tax Planning

Data Provided By:
Wells Fargo - Mason City Main
(641) 423-1720
10 N Washington Ave Ste 100
Mason City, IA
Type
Branch
Office Hours
Mon-Thu 07:30 AM-05:30 PM
Fri 07:30 AM-06:00 PM
Sat 08:00 AM-02:00 PM
Sun Closed

Wells Fargo - Mason City West
(641) 423-1720
1315 4Th St Sw
Mason City, IA
Type
Branch
Office Hours
Mon-Thu 07:30 AM-05:30 PM
Fri 07:30 AM-06:00 PM
Sat 08:00 AM-02:00 PM
Sun Closed

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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