Commercial Mortgage Financing Owensboro KY

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

Mr. Jeremy G. Tincher, CFP®
(270) 240-4752
2703 Breckenridge St Ste A
Owensboro, KY
Firm
Financial Freedom Partners
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided By:
Mr. C. Philip Clark, CFP®
(270) 686-8114
101 E 2nd St
Owensboro, KY
Firm
Financial Freedom Partners LLC

Data Provided By:
Mr. Heath B. Greenwell, CFP®
(270) 663-7249
2200 E Parrish Ave
Owensboro, KY
Firm
Amerpirse Financial

Data Provided By:
Mr. Gerald P Goetz, CFP®
(270) 240-4752
2703 Breckenridge St Ste A
Owensboro, KY
Firm
Financial Freedom Partners
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning

Data Provided By:
Mr. James D Weafer, CFP®
(270) 240-4752
2703 Breckenridge St Ste A
Owensboro, KY
Firm
Financial Freedom Partners
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: Not Applicable



Data Provided By:
Mr. Jeffrey S. Oldham, CFP®
(270) 926-4630
300 Southtown Blvd
Owensboro, KY
Firm
LPL Financial
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning

Data Provided By:
Ms. Christina Lee Vittitow O'Bryan, CFP®
(270) 688-0840
4075 Pine Lake Ct
Owensboro, KY
Firm
Beacon Asset Management
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Investment Management, Retirement Planning

Data Provided By:
Mr. Gregory Louis Moore, CFP®
(270) 926-4540
2900 Veach Rd
Owensboro, KY
Firm
Riney Hancock & Co
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning, Tax Planning

Data Provided By:
Mr. James A. Braden, CFP®
(270) 215-4472
202 E Byers Ave
Owensboro, KY
Firm
Braden Financial Services
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Long-Term Care

Data Provided By:
Mr. Gregory C. Longtine, CFP®
(270) 684-6823
1925 Frederica St Ste 100
Owensboro, KY
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Education Planning, Estate Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management

Data Provided By:
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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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