Commercial Mortgage Financing O Fallon IL

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

Michael Tinkler
Cambridge Capital Management, LLC
(618) 632-7574
852 Cambridge Blvd., Suite 100
O' Fallon, IL
Expertises
Ongoing Investment Management, Newlyweds & Novice Investors, Retirement Plan Investment Advice, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mr. Nathaniel W Klitzing, CFP®
(618) 206-3474
852 Cambridge Blvd
O'Fallon, IL
Firm
Cambridge Capital Management, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Timothy W. Elafros Sr., CFP®
(618) 622-3173
3 Eagle Ctr Ste 3
O Fallon, IL
Firm
Elafros CPA PFS LLC

Data Provided By:
Mr. Steven R Bione, CFP®
(618) 622-1230
1722 Corporate Crossing
O Fallon, IL
Firm
First Command Financial Planning

Data Provided By:
Mr. Christopher A Howard, CFP®
(417) 496-9151
PO Box 1356
O Fallon, IL
Firm
Community Financial Advisors, Inc
Areas of Specialization
Accounting, Budget Development, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Carol Johnson
Voellinger, Simpson, Dolan & Associates, P.C.
(618) 233-8515
4010 North Illinois, Suite 3
Belleville, IL
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CFS

Mr. Michael C Tinkler, CFP®
(618) 206-3476
852 Cambridge Blvd
O'Fallon, IL
Firm
Cambridge Capital Management LLC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided By:
Mr. Ryan A Brown, CFP®
(618) 628-3400
807 West Highway 50, Suite 6
O'Fallon, IL
Firm
AXA Advisors, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Profession: Not Applicable

Data Provided By:
Mr. Todd Stone, CFP®
(618) 624-1500
475 Regency Park Ste 125
O Fallon, IL
Firm
Benjamin F. Edwards & Co.
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Investment Planning, Retirement Planning

Data Provided By:
Mr. Jason E. Jensen, CFP®
(618) 628-2230
1911 Frank Scott Pkwy E
O Fallon, IL
Firm
Morgan Stanley

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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Local Events

GFOA Annual Conference 2018 - Government Finance Officers Association
Dates: 5/6/2018 – 5/9/2018
Location:
Saint Louis
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