Commercial Mortgage Financing Racine WI

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

Michael Haubrich
Financial Service Group, Inc.
(262) 554-4500
4812 Northwestern Avenue
Racine, WI
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Financial Issues Between Generations, Planning Issues for Unmarried & Same-Sex Couples, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Daniel J. Morrisey, CFP®
(262) 634-1911
One Main Street Ste 300
Racine, WI
Firm
Robert W. Baird & Co. Inc
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Ms. Kathy A. Ciszewski, CFP®
(262) 619-2718
555 Main St
Racine, WI
Firm
Johnson Bank
Areas of Specialization
Asset Allocation, Banking, Debt Management, General Financial Planning, Mortgages, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided By:
Mr. Jon L. Antonneau, CFP®
(262) 636-1860
1300 S. Green Bay Rd.
Racine, WI
Firm
David Insurance Agency, Inc.

Data Provided By:
Mr. Justus B Morgan, CFP®
(262) 554-4500
4812 Northwestern Avenue
Racine, WI
Firm
Financial Service Group, Inc.
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Tax Planning, Tax Preparation

Data Provided By:
Daniel Stobba
Stobba Financial Planning
(414) 425-3610
10258 West Cascade Drive
Franklin, WI
Expertises
Ongoing Investment Management, Advising Employee Benefit Plan Participants, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. Michael D. Bishop, CFP®
(262) 631-5000
One Main St.
Racine, WI
Firm
Robert W. Baird & Co. Inc.

Data Provided By:
Mr. Todd Michael Schober, CFP®
(262) 619-2800
555 Main Street
Racine, WI
Firm
Johnson Insurance Services, LLC
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Long-Term Care

Data Provided By:
Michele A. Randall, CFP®
(262) 373-6296
1458 Horizon Blvd Ste 100
Mount Pleasant, WI
Firm
Randall & Pobar, LLC - Your financial partners
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Investment Management, Life Transitions, Retirement Income Management

Data Provided By:
Mr. Skipper Wayne Riley, CFP®
(262) 884-8080
1131 Prairie Dr Ste 300
Mount Pleasant, WI
Firm
Riley Financial Services LLC
Areas of Specialization
Comprehensive Financial Planning

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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