Commercial Mortgage Financing Rochester MN

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

Peter Melsness
Superior Financial, LLC
(507) 316-0160
2430 5th Avenue NW
Rochester, MN
Expertises
Advising Employee Benefit Plan Participants, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Peter S Melsness, CFP®
(507) 316-0160
2430 5th Ave. NW
Rochester, MN
Firm
Superior Financial, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Medical/Dental Professionals

Data Provided By:
Robert W. Reynolds, CFP®
(507) 282-5323
2765 Commerce Dr NW Ste 110
Rochester, MN
Firm
Waddell & Reed, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Gregory B. Nelson, CFP®
(507) 536-9176
2434 Superior Dr NW Ste 101
Rochester, MN
Firm
Next Financial Group
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Retirement Planning

Data Provided By:
Mr. Kelly M Anderson, CFP®
(507) 280-3425
1016 Civic Center Dr NW
Rochester, MN
Firm
Home Federal Investment Services
Areas of Specialization
Estate Planning, Investment Management, Retirement Planning, Women's Finances
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Ray Johnson
Adviser Financial Group, Inc.
(507) 280-8897
2746 Superior Drive NW, Suite 250
Rochester, MN
Expertises
Retirement Planning & Distribution Rules, Tax Planning, Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Terry D. Nelson, CFP®
(507) 281-1262
3428 Lakeridge PL NW
Rochester, MN
Firm
Olmsted Financial Group
Areas of Specialization
Charitable Giving, Government and Military, Human Resources, Insurance Planning, Long-Term Care, Retirement Income Management, Risk Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Medical/Dental Professionals

Data Provided By:
Mr. Arlin Max Bornschlegl Jr., CFP®
(507) 289-6325
4131 26TH ST NW STE 3
ROCHESTER , MN
Firm
Thrivent Financial for Lutherans
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Brian James Martin, CFP®
(507) 281-4341
4115 26th St NW Ste 100
Rochester, MN
Firm
Ameriprise Financial

Data Provided By:
Chad A. Durgin, CFP®
(507) 424-2331
4131 26th St. NW
Rochester, MN
Firm
Thrivent Financial for Lutherans
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Insurance Planning, Long-Term Care, Retirement 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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