Commercial Mortgage Financing Nixa MO

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

Steven Young
Steven Young Financial Planning
(877) 679-3746
910 W. Battlefield
Springfield, MO
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, College/Education Planning, Investment Advice without Ongoing Management, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFP®

Steven Bell
The Wealth Conservatory
(417) 832-0990
435 East Walnut Street
Springfield, MO
Expertises
Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Ongoing Investment Management, Retirement Planning & Distribution Rules, College/Education Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Ms. Pamela Harrington, CFP®
(417) 581-4251
PO Box 5
Ozark, MO
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $100,000 or less

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

Profession: Service Professionals

Data Provided By:
Mr. Stanley H. Arnoldy, CFP®
(417) 882-2040
4650 S National Ave Ste B7
Springfield, MO
Firm
Edward D Jones & Company
Areas of Specialization
Education Planning, Estate Planning, Investment Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Eric J Atkinson, CFP®
(417) 885-1630
1535 E Primrose
Springfield, MO
Firm
MorganStanley SmithBarney
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
John "Jay" Hutchins
The Wealth Conservatory
(417) 832-0990
435 East Walnut Street
Springfield, MO
Expertises
Ongoing Investment Management, Divorce Planning, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Hourly Financial Planning Services, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AIFA, CDFA, CFP®, MS

Michael Babcock
The Wealth Conservatory
(417) 832-0990
435 East Walnut Street
Springfield, MO
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, College/Education Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mr. Andrew Drennen, CFP®
(417) 886-4979
5407 S Campbell Ave Ste E
Springfield, MO
Firm
Allstate Financial
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning

Data Provided By:
Mrs. Gretchen K. Cliburn, CFP®
(417) 866-5822
PO Box 2202
Springfield, MO
Firm
BKD Wealth Advisors, LLC
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Retirement Income Management, Social Security Planning, Wealth Management

Data Provided By:
Mr. Andy Stewart, CFP®
(417) 882-0020
3836 S Freemont
Springfield, MO
Firm
Waddell & Reed
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, 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:
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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