Commercial Mortgage Financing Rockford IL

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

Thomas Muldowney
SAVANT Capital Management, Inc.
(815) 227-0300
190 Buckley Drive
Rockford, IL
Expertises
Planning Issues for Business Owners, Estate & Generational Planning Issues, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, ChFc, CLU, CRC, MSFS

Brian Conroy
SAVANT Capital Management, Inc.
(815) 227-0300
190 Buckley Drive
Rockford, IL
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Gregory J. Massino, CFP®
(815) 332-6700
7445 Newburg Rd
Rockford, IL
Firm
Principal Financial Group

Data Provided By:
Michele A Griepentrog, CFP®
(815) 231-2485
6838 E State St
Rockford, IL
Firm
Alpine Trust & Investment Group

Data Provided By:
Mr. Raymond C. Schenk, CFP®
(815) 231-2845
6838 E State St
Rockford, IL
Firm
Alpine Trust & Investment Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable



Data Provided By:
Jon Aldrich
Focus Financial Advisors
(815) 633-8844
6870 Rote Road, Suite 101
Rockford, IL
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Planning Concerns for Corporate Executives, Tax Planning, Retirement Plan Investment Advice, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mr. David J. Klintworth, CFP®
(815) 231-7477
1252 Bell Valley Rd
Rockford, IL
Firm
RSM McGladrey Inc
Areas of Specialization
Charitable Giving, Divorce Issues, Estate Planning, Insurance Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
Mr. David M. Cyrs, CFP®
(815) 316-1111
1111 S Alpine Rd
Rockford, IL
Firm
CYRS Wealth Advisors
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Income Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Philip A. Guske, CFP®
(815) 399-9806
6981 Redansa Dr
Rockford, IL
Firm
Pathfinder Wealth Management, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Planning for Couples

Data Provided By:
Mr. K. Christopher Kovarik, CFP®
(815) 231-7375
1252 Bell Valley Rd Ste 300
Rockford, IL
Firm
McGladrey Wealth Management LLC
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: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

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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