Commercial Mortgage Financing Paducah KY

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

William Cox
William W. Cox CPA/PFS CFP
(270) 444-0410
PO Box 8064
Paducah, KY
Expertises
Estate & Generational Planning Issues, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, CPA/PFS, MBA

Mr. Edward Adams Hely, CFP®
(270) 415-2164
3401 Park Ave Ste 8
Paducah, KY
Firm
Northwestern Mutual Financial Network
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care

Data Provided By:
Mrs. Gayle M. Olberding, CFP®
(270) 443-9232
333 Broadway St, Suite 1001
Paducah, KY
Firm
Kemper Capital Management, LLC
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Ms. Paula P. Bright, CFP®
(270) 441-8407
5120 Village Square Drive
Paducah, KY
Firm
UBS Financial Services Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. William W. Cox Jr., CFP®
(270) 444-0410
131 Nahm St
Paducah, KY
Areas of Specialization
Accounting, Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Brad A. Knight, CFP®
(270) 442-6373
P O Box 9500
Paducah , KY
Firm
Hilliard Lyons
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Disaster Recovery, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Brandon W. Morgan, CFP®
(270) 444-7291
621 Broadway St
Paducah, KY
Firm
Bradshaw & Weil, Inc.
Areas of Specialization
Budget Development, Business Succession Planning, Insurance Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Risk Management
Key Considerations
Profession: Business Executives

Data Provided By:
Mr. Heath F. Bowling, CFP®
(270) 444-6220
1249 Broadway
Paducah, KY
Firm
Edward Jones Investments

Data Provided By:
Mr. Robert W. Wrinkle, CFP®
(270) 575-1984
5050 Village Square Dr
Paducah, KY
Firm
Northwestern Mutual
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: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Brent L. Denker, CFP®
(270) 442-7875
2929 Broadway
Paducah, KY
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Disaster Recovery, Education Planning, Employee and Employer Plan Benefits

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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