Commercial Mortgage Financing Norfolk NE

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

Mr. Terry J. Heimes, CFP®
(402) 371-5511
100 North 13th Street Suite 310
Norfolk, NE
Firm
CalmWater Financial Group
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Ryan Blake Anderson, CFP®
(402) 371-5511
100 N 13th St Ste 310
Norfolk, NE
Firm
Commonwealth Financial Network
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Daniel K. Goeken, CFP®
1303 Andrews Dr Apt A
Norfolk, NE
Firm
Securities America Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Planning, Retirement Planning

Data Provided By:
Mr. Casey R Herbolsheimer, CFP®
(402) 371-7670
PO Box 1007
Norfolk, NE
Firm
Elkhorn Valley Investments
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided By:
Steven L. Kimes, CFP®
(402) 371-0722
PO Box 1007
Norfolk, NE
Firm
Elkhorn Valley Investments
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided By:
Mr. Charles G. Olsen, CFP®
(402) 371-5511
100 N 13th St Ste 310
Norfolk, NE
Firm
CalmWater Financial Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Travis D. Riggert, CFP®
(402) 371-5511
100 N 13th St Ste 310
Norfolk, NE
Firm
Commonwealth Financial Network
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided By:
Mr. Jack H. Rother, CFP®
100 N 13th St Ste 310
Norfolk, NE
Firm
CalmWater Financial Group

Data Provided By:
Mr. Charles Casey Knake, CFP®
(402) 379-1811
314 N 5th St Ste 400
Norfolk, NE
Firm
Heritage Financial Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Sherri L Prim, CFP®
(402) 371-1160
125 S. 4th Street
Norfolk, NE
Firm
CBF Wealth Management
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management

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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