Commercial Mortgage Financing Winona MN

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

Mrs. Kimberly K. Renk, CFP®
1658 W King St
Winona, MN
Firm
Edward Jones Investments
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Women's Finances

Data Provided By:
Mr. Phillip L. Anderson, CFP®
(507) 454-2355
164 E 4th St
Winona, MN
Firm
Financial Services of Winona

Data Provided By:
Ms. Christina Mae Olson, CFP®
(608) 792-0709
W19944 Hoff Ln
Arcadia, WI
Firm
Christina Mae Olson Financial
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Non-Profit Employees

Data Provided By:
Wells Fargo - Winona Goodview
(507) 457-1390
875 34Th Ave
Winona, MN
Type
Branch
Office Hours
Mon-Fri 08:00 AM-06:00 PM
Sat 08:30 AM-02:00 PM
Sun Closed

Wells Fargo - Winona Downtown
(507) 457-1380
125 Main St
Winona, MN
Type
Branch
Office Hours
Mon-Fri 08:00 AM-06:00 PM
Sat 08:30 AM-02:00 PM
Sun Closed

Mr. Ryan C. Ping, CFP®
(507) 452-9174
3760 Service Dr
Winona, MN
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Debt Management, Education Planning, Insurance Planning, Long-Term Care, Social Security Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Eric W. Moen, CFP®
(608) 582-2233
16893 S Main St
Galesville, WI
Firm
Primevest Financial Services Inc.
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided By:
Patrick Forsyth, CFP®
(507) 896-3030
PO Box 306
Houston, MN
Firm
Bluff Country Financial Services
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Planning, Long-Term Care, Tax Planning, Tax Preparation

Data Provided By:
Wells Fargo - Winona Sugarloaf
(507) 457-1370
930 Parks Ave
Winona, MN
Type
Branch
Office Hours
Mon-Fri 08:00 AM-06:00 PM
Sat 08:30 AM-02:00 PM
Sun Closed

Edward Jones
(888) 891-1460
907 Whitewater Ave
St Charles, MN

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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