Commercial Mortgage Financing Valparaiso IN

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

Mr. Mark W. Freeman, CFP®
(219) 465-0844
402 Wall St
Valparaiso, IN
Firm
MWF Company Inc
Areas of Specialization
Employee and Employer Plan Benefits, Healthcare Planning, Insurance Planning, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Ms. Linda G. Stover, CFP®
(219) 462-6687
1508 Calumet Ave
Valparaiso, IN
Firm
Ameriprise Financial
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Timothy M. Scannell, CFP®
(219) 531-4941
225 Aberdeen Dr
Valparaiso, IN
Firm
Scannell Wealth Management Gro

Data Provided By:
Mr. Mark De St. Jean, CFP®
(219) 531-6900
1351 Silhavy Rd Ste 300
Valparaiso, IN
Firm
Raymond James & Associates
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Investment Planning, Life Transitions, Retirement Income Management, Retirement Planning, Sudden Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Ms. Donna M. Rucks, CFP®
(219) 464-1361
150 Lincolnway
Valparaiso, IN
Firm
Ameriprise Financial Services, Inc.

Data Provided By:
Mr. Danny L. Wilburn, CFP®
(219) 462-3630
554 Vale Park Rd
Valparaiso, IN
Firm
RB Smith Co Inc
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. Eric C. Garrard, CFP®
(219) 508-0689
3901 Sunset Dr
Valparaiso, IN
Firm
Garrard Wealth Management
Areas of Specialization
Asset Allocation, Banking, Budget Development, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Mr. Albert E. Miller Iii, CFP®
(219) 531-6900
1351 S Silhavy Drive
Valparaiso, IN
Firm
Raymond James & Associates
Areas of Specialization
Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management, 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. James D. Krause, CFP®
(219) 477-6865
554 Vale Park Rd Ste C
Valparaiso, IN
Firm
LPL Financial
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mrs. Kelly A Shikany, CFP®
(219) 462-0110
307 Jefferson St
Valparaiso, IN
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Education Planning, General Financial Planning, Insurance Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

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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