Commercial Mortgage Financing Yukon OK

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

Scott Logan
Asset Planning Solutions, LLC
(405) 608-3099
1233 E. 33rd
Edmond, OK
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Alternative or Private Investments, Women's Financial Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Don Spicer Jr., CFP®
(405) 603-4444
8212 Canna Lane
Oklahoma City, OK
Firm
Spicer Retirement Advisors, LLC

Data Provided By:
Mr. Sam J. Whitehead, CFP®
(405) 942-0010
PO Box 74916
Oklahoma City, OK

Data Provided By:
Mr. Sasan Mike Hashemi, CFP®
(405) 840-1221
2525 NW Expressway
Oklahoma City, OK
Firm
Investment Concepts
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Sang V Tran, CFP®
(405) 720-6596
6911 NW 122nd Street
Oklahoma City, OK
Firm
Edward Jones Investments

Data Provided By:
Mr. Malachi P. Sturlin, CFP®
(405) 491-0235
6632 NW 39th Expy
Bethany, OK
Firm
Access Financial Group, Inc.
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, Government and Military
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. James K. Baird, CFP®
(405) 418-2943
5801 NW 39th St
Warr Acres, OK
Firm
Chase Investment Services Corp

Data Provided By:
Mr. Andrew Flinton, CFP®
(405) 842-3443
3001 United Founders Blvd
Oklahoma City, OK
Firm
Retirement Investment Advisors, Inc.
Areas of Specialization
Comprehensive Financial Planning, Intergenerational Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Sudden Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Profession: Business Executives

Data Provided By:
Mr. Kyle L. Williams, CFP®
(405) 605-0224
3030 NW Expressway St
Oklahoma City, OK
Firm
Kimbler & Associates A private wealth advisory practice

Data Provided By:
Mr. Jerry D. Dickinson, CFP®
(405) 603-6400
13320 N MacArthur Blvd
Oklahoma City, OK
Firm
FD Thompson & Co
Areas of Specialization
Accounting, Asset Allocation, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
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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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