Commercial Mortgage Financing O Fallon MO

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.

Jack D. White
Fidelis Financial Planning, L.L.C.
(636) 922-9252
42 Portwest Court
St. Charles, MO
Expertises
Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Tax Planning, Ongoing Investment Management, Middle Income Client Needs, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MA

Heidi French
Heidi French & Associates, LLC
(314) 432-1725
955 Executive Parkway, Suite 221
Creve Coeur, MO
Expertises
Middle Income Client Needs, High Net Worth Client Needs, Newlyweds & Novice Investors, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Stoyan Petev Petev, CFP®
(636) 695-2805
1839 Lake Saint Louis Blvd
Lake St Louis, MO
Firm
First Heartland Corporation
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Risk Management, Securities, Small Business Planning, Social Security Planning, Socially Responsible Investments, Special Needs Planning, Wealth Management, Young Professionals

Data Provided By:
Mr. Robert Bradford Pring, CFP®
(636) 665-5601
2100 Highway C
Old Monroe, MO
Firm
Bank of Old Monroe
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

Data Provided By:
Mr. Michael C. Story, CFP®
(636) 925-3000
3827 McClay Rd
Saint Peters, MO
Firm
Money Concepts Wealth Manageme
Areas of Specialization
Accounting, Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning

Data Provided By:
Patricia Conway
Conway Financial Group, LLC
(314) 579-9157
390 South Woods Mill Road, Suite 175
Chesterfield, MO
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Elizabeth Cauble
Cauble & Harre Wealth Management
(314) 576-1112
12977 North 40 Drive, Suite 213
St. Louis, MO
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Sean A. Sunderlage, CFP®
(314) 750-5448
409 Ancestry Drive
Saint Peters, MO
Firm
TIAA-CREF Life Insurance Company

Data Provided By:
Mr. Robert J. Blattel, CFP®
(636) 397-8303
1 Mid Rivers Mall Dr
Saint Peters, MO
Firm
Blattel & Associates
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Retirement Income Management, Retirement Planning, Risk Management

Data Provided By:
John A Beaudoin, CFP®
(636) 405-5007
300 First Executive Ave Ste D
Saint Peters, MO
Firm
AMERIPRISE FINANCIAL
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

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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