Commercial Mortgage Financing Mishawaka IN

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

John Liechty
Integrated Financial Planning Solutions, LLC
(574) 975-3682
203 South Main Street
Goshen, IN
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Socially Responsible Investments, Insurance Related Issues, including Annuities, Investment Advice without Ongoing Management, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU

Mr. David J. Temple, CFP®
(574) 236-4738
4101 Edison Lakes Pkwy Ste 300
Mishawaka, IN
Firm
Wells Fargo Advisors, LLC

Data Provided By:
Mr. Kevin Michael Carmichael, CFP®
(574) 243-8343
4440 Edison Lakes Pkwy Ste 200
Mishawaka, IN
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Kevin M. Grunawalt, CFP®
(574) 271-3860
4220 Edison Lakes Parkway
Mishawaka, IN
Firm
Grunawalt Baer Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Real Estate
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Scott D. Smith, CFP®
(574) 273-8680
4440 Edison Lakes Pkwy Ste 200
Mishawaka, IN
Firm
Scott D. Smith & Associates | a financial advisory practice of Ameriprise Financial Services Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Aaron Coates
Valeo Financial Advisors, LLC
(574) 206-4454
18709 Taft Court
Goshen, IN
Expertises
Advising Medical Professionals, Advising Entrepreneurs, High Net Worth Client Needs, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CIMA

Mr. Billy R. Miles, CFP®
(574) 243-3215
3625 Park Pl W
Mishawaka, IN
Firm
Raymond James Financial Services
Areas of Specialization
Education Planning, Insurance Planning, Investment Planning, Long-Term Care, Retirement Income Management, Wealth Management, Women's Finances
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Erik W. Brenner, CFP®
(574) 247-7777
3340 Hickory Road
Mishawaka, IN
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Income Management, Special Needs Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Paul T. Farthing, CFP®
(574) 254-9649
3120 Hickory Rd
Mishawaka, IN
Firm
The Financial Resource Group

Data Provided By:
Mr. Edward F. Camp, CFP®
(574) 273-0518
3900 Edison Lakes Parkway, Suite 103
Mishawaka, IN
Firm
Creative Financial Designs, Inc.
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

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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