Commercial Mortgage Financing Peoria IL

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

Gregory Johnston
Johnston Investment Counsel
(309) 674-3330
331 Fulton
Peoria, IL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, AIF, CFA, CFP®, MBA

Mr. Eric S Schlipf, CFP®
(309) 671-2893
401 Main St Ste 1000
Peoria, IL
Firm
Morgan Stanley Smith Barney
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:
Ms. Donna A. Marcacci, CFP®
(309) 655-5195
301 SW Adams St
Peoria, IL
Firm
PNC Bank, N.A.

Data Provided By:
Ms. Brigitte G. Franzen, CFP®
(217) 871-0708
601 SW Water St
Peoria, IL
Firm
Water Street Solutions
Areas of Specialization
Business Succession Planning, Estate Planning, Insurance Planning, Intergenerational Planning, Life Transitions, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $500,001 - $1,000,000

Profession: Self-Employed Business Owners

Data Provided By:
Scott A Davis, CFP®
(309) 495-8885
301 SW Adams St Ste 900
Peoria, IL
Firm
CliftonLarsonAllen Wealth Advisors
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided By:
Mr. Craig J. Ruffolo, CFP®
(309) 676-6600
411 Hamilton Blvd
Peoria, IL
Firm
The Hanson Financial Group, Inc.
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Planning, Retirement Planning, Wealth Management

Data Provided By:
Mr. Alan L. Lee, CFP®
(309) 673-7526
114 State St Ste 2E
Peoria, IL
Firm
Strategic Wealth Management, LLC

Data Provided By:
Mr. Dennis A. Fulkerson Sr., CFP®
(309) 231-7879
401 Main Street
Peoria, IL
Firm
RSM McGldarey, Inc
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Elder Care, Estate Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Gregory A. Johnston, CFP®
(309) 674-3330
331 Fulton
Peoria, IL
Firm
Johnston Investment Counsel
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Patrick J. Wolbeck, CFP®
(309) 671-2878
401 Main Street
Peoria, IL
Firm
Morgan Stanley Smith Barney

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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