New SBA loan approvals: finance & insurance businesses, page 3 of 4
Records 201 to 350 of the 500 newest listed for this hub. Source: U.S. SBA FOIA loan data.
| Business | City | Industry | Loan | Approved |
|---|---|---|---|---|
| Rosales Agency Inc., Agoura Hills CA | Agoura Hills | Insurance Agencies and Brokerages | $5,000,000 | 2026-04-19 |
| Fairpoint Wealth Partners, Inc., ROCHESTER NY | ROCHESTER | Portfolio Management and Investment Advice | $3,685,000 | 2026-04-14 |
| CORALLI FAMILY LIMITED PARTNERSHIP, LTD., ADDISON TX | ADDISON | Miscellaneous Financial Investment Activities | $1,100,000 | 2026-03-23 |
| Stickley Insurance Services, HUNTINGTON BEACH CA | HUNTINGTON BEACH | Direct Property and Casualty Insurance Carriers | $125,000 | 2026-03-19 |
| Martinez Squared Investments, LLC, PLANO TX | PLANO | Insurance Agencies and Brokerages | $547,500 | 2026-03-18 |
| YMI Agency, Inc, STROUDSBURG PA | STROUDSBURG | Insurance Agencies and Brokerages | $2,320,000 | 2026-03-13 |
| R & G GROUP LLC, RENTON WA | RENTON | Insurance Agencies and Brokerages | $4,910,000 | 2026-03-11 |
| 45 N MAIN ST LLC, MARLBORO NJ | MARLBORO | Insurance Agencies and Brokerages | $1,488,600 | 2026-03-04 |
| DRG Claims Management LLC, Upper Saddle River NJ | Upper Saddle River | Claims Adjusting | $1,625,000 | 2026-02-28 |
| TriGuard Insurance Services LLC, WESTLAKE VILLAGE CA | WESTLAKE VILLAGE | Insurance Agencies and Brokerages | $640,000 | 2026-02-23 |
| Lucretia Elliott Agency LLC, LOUISVILLE KY | LOUISVILLE | Insurance Agencies and Brokerages | $849,000 | 2026-02-18 |
| Visin Investment Group Inc., FULSHEAR TX | FULSHEAR | Insurance Agencies and Brokerages | $4,030,000 | 2026-02-11 |
| CARETEAM INSURANCE & FINANCIAL SERVICES, LLC, Sunrise FL | Sunrise | Insurance Agencies and Brokerages | $1,000,000 | 2026-01-29 |
| Matthew M Harrison LLC, MESA AZ | MESA | Portfolio Management and Investment Advice | $2,090,000 | 2026-01-28 |
| Nutcracker Management, LLC, LAKE FOREST CA | LAKE FOREST | All Other Insurance Related Activities | $769,200 | 2026-01-28 |
| SAGAR ENTERPRISES LLC, MCKINNEY TX | MCKINNEY | Insurance Agencies and Brokerages | $4,475,000 | 2026-01-27 |
| Gerbi Financial Group LLC, BUFFALO MN | BUFFALO | Portfolio Management and Investment Advice | $1,700,000 | 2026-01-26 |
| Foreman Vanod Group Inc., MARIETTA GA | MARIETTA | Insurance Agencies and Brokerages | $1,723,000 | 2026-01-22 |
| The Guy Insurance Agency LLC, PHOENIX AZ | PHOENIX | Insurance Agencies and Brokerages | $549,000 | 2026-01-22 |
| Tedrick Insurance Agency, Inc., Mount Vernon IL | Mount Vernon | Insurance Agencies and Brokerages | $5,000,000 | 2026-01-21 |
| Ben Davis Insurance Agency Inc, Centennial CO | Centennial | Insurance Agencies and Brokerages | $2,852,000 | 2026-01-21 |
| Swor Insurance Agency LLC, CHARLESTON WV | CHARLESTON | Insurance Agencies and Brokerages | $2,650,000 | 2026-01-16 |
| LEGENDARY INSURANCE SOLUTIONS LLC, LEWISVILLE TX | LEWISVILLE | Insurance Agencies and Brokerages | $250,000 | 2026-08-07 |
| Strategic Planning & Investment Advisory, Santa Rosa CA | Santa Rosa | Portfolio Management and Investment Advice | $304,000 | 2026-07-10 |
| Lone Palm Insurance Group LLC, NAPLES FL | NAPLES | Insurance Agencies and Brokerages | $673,000 | 2026-06-18 |
| Williams Investing Network, LLC, CONROE TX | CONROE | Insurance Agencies and Brokerages | $150,000 | 2026-06-05 |
| Melonie Jeffrey Agency LLC, MOBILE AL | MOBILE | Insurance Agencies and Brokerages | $249,500 | 2026-06-04 |
| Garrido Insurance Agency, Inc., Santa Ana CA | Santa Ana | Insurance Agencies and Brokerages | $1,019,000 | 2026-05-26 |
| Gallardo Insurance Services, Port Saint Lucie FL | Port Saint Lucie | Insurance Agencies and Brokerages | $106,200 | 2026-05-20 |
| Morgan Agency LLC, Colorado Springs CO | Colorado Springs | Insurance Agencies and Brokerages | $950,000 | 2026-04-19 |
| Nakagawa Insurance Agency LLC, DENVER CO | DENVER | Insurance Agencies and Brokerages | $217,000 | 2026-03-17 |
| MDH Insurance, Inc., Lutz FL | Lutz | Insurance Agencies and Brokerages | $670,000 | 2026-03-10 |
| Ornelas Enterprises LLC, ALBUQUERQUE NM | ALBUQUERQUE | Insurance Agencies and Brokerages | $1,350,000 | 2026-01-26 |
| McFadden Insurance Agency, LLC, NASHVILLE TN | NASHVILLE | Insurance Agencies and Brokerages | $575,000 | 2026-01-23 |
| Southern Pinnacle Producers LLC, LAKE CHARLES LA | LAKE CHARLES | Insurance Agencies and Brokerages | $550,000 | 2026-01-22 |
| DICAPUA INSURANCE GROUP, LLC, LOUISVILLE KY | LOUISVILLE | Insurance Agencies and Brokerages | $114,700 | 2026-08-14 |
| Portilla Insurance Partners, LLC, Longwood FL | Longwood | Insurance Agencies and Brokerages | $198,000 | 2026-08-12 |
| Thrive Financial LLC, CUMBERLAND CENTER ME | CUMBERLAND CENTER | Portfolio Management and Investment Advice | $101,100 | 2026-08-11 |
| Granite State Insurance & Risk Mgmt LLC, HAMPSTEAD NH | HAMPSTEAD | Insurance Agencies and Brokerages | $495,000 | 2026-08-11 |
| MRA Advisory Group, LLC, SARASOTA FL | SARASOTA | Portfolio Management and Investment Advice | $286,000 | 2026-08-10 |
| ARK Insurance Solutions, LLC, SALT LAKE CITY UT | SALT LAKE CITY | Insurance Agencies and Brokerages | $100,000 | 2026-08-07 |
| Issac Grizzell Insurance and Financial Services, Inc., Pegram TN | Pegram | Insurance Agencies and Brokerages | $150,000 | 2026-08-07 |
| Bryan Couey Insurance and Financial Services Inc., ATLANTA GA | ATLANTA | Insurance Agencies and Brokerages | $117,000 | 2026-08-06 |
| PRONTO ALL INSURANCE SERVICES #1, INC., MIAMI FL | MIAMI | Insurance Agencies and Brokerages | $145,000 | 2026-08-06 |
| ATLANTIC AVENUE BROKERAGE CORP, MASSAPEQUA NY | MASSAPEQUA | Insurance Agencies and Brokerages | $150,000 | 2026-08-05 |
| Langenberg Insurance and Financial Services, Inc., Lacey WA | Lacey | Insurance Agencies and Brokerages | $172,000 | 2026-08-05 |
| Odom Agency LLC, PASCAGOULA MS | PASCAGOULA | Insurance Agencies and Brokerages | $141,000 | 2026-08-04 |
| Ruzaan G Ogra Agency, Newberry FL | Newberry | Insurance Agencies and Brokerages | $222,000 | 2026-08-04 |
| JOHN BELL INSURANCE AND FINANCIAL SERVICES, INC., Glen Allen VA | Glen Allen | Insurance Agencies and Brokerages | $102,700 | 2026-08-03 |
| New Day Financial Advisors LLC, Saint Petersburg FL | Saint Petersburg | Miscellaneous Financial Investment Activities | $215,000 | 2026-07-31 |
| Christopher Fulkerson Insurance Agency Inc., Spokane Valley WA | Spokane Valley | Insurance Agencies and Brokerages | $222,000 | 2026-07-31 |
| COMMUNITY INSURANCE GROUP LLC, BATON ROUGE LA | BATON ROUGE | Insurance Agencies and Brokerages | $139,000 | 2026-07-29 |
| KIMBERLY RAEDEL INSURANCE LLC, Tremonton UT | Tremonton | Insurance Agencies and Brokerages | $142,000 | 2026-07-28 |
| Kipta Insurance & Financial Services Inc., HICKORY HILLS IL | HICKORY HILLS | Insurance Agencies and Brokerages | $340,000 | 2026-07-27 |
| Foote Hansan And Davis INC, MUNCIE IN | MUNCIE | Miscellaneous Financial Investment Activities | $250,000 | 2026-07-27 |
| Tomoro L.L.C., Red Bank NJ | Red Bank | Insurance Agencies and Brokerages | $321,000 | 2026-07-27 |
| SMITH MCBRIDE AGENCY LLC, LOUISVILLE KY | LOUISVILLE | Insurance Agencies and Brokerages | $150,000 | 2026-07-24 |
| Mountain Lakes Insurance LLC, WOODSTOCK GA | WOODSTOCK | Insurance Agencies and Brokerages | $100,000 | 2026-07-23 |
| JENNIFER LYNN ROWTON INSURANCE AGENCY, HOT SPRINGS NATIONAL PARK AR | HOT SPRINGS NATIONAL PARK | All Other Insurance Related Activities | $155,700 | 2026-07-22 |
| US PUBLIC ADJUSTERS CORPORATION, VALPARAISO IN | VALPARAISO | Claims Adjusting | $150,000 | 2026-07-21 |
| Inflection Business Consulting Inc., Camarillo CA | Camarillo | Portfolio Management and Investment Advice | $222,000 | 2026-07-20 |
| Tully Insurance LLC, Baton Rouge LA | Baton Rouge | Insurance Agencies and Brokerages | $301,000 | 2026-07-17 |
| Fortress Impact Group LLC, Minneapolis MN | Minneapolis | Insurance Agencies and Brokerages | $100,000 | 2026-07-17 |
| Aubree Wealth Management, LTD., CENTERPORT NY | CENTERPORT | Portfolio Management and Investment Advice | $200,000 | 2026-07-17 |
| MARYMAX INSURANCE SERVICES INC, YONKERS NY | YONKERS | Insurance Agencies and Brokerages | $100,000 | 2026-07-16 |
| PEARSON CONSULTING GROUP, LLC, Riverdale GA | Riverdale | Insurance Agencies and Brokerages | $180,000 | 2026-07-16 |
| Foronjy Financial LLC, Santa Barbara CA | Santa Barbara | Portfolio Management and Investment Advice | $366,000 | 2026-07-16 |
| Wise Stewardship Financial Planning LLC, SARASOTA FL | SARASOTA | Portfolio Management and Investment Advice | $190,000 | 2026-07-15 |
| Stidham Insurance LLC, SUNNYVALE TX | SUNNYVALE | Insurance Agencies and Brokerages | $342,000 | 2026-07-14 |
| Aurelius Family Office LLC, BEDFORD NH | BEDFORD | Portfolio Management and Investment Advice | $150,000 | 2026-07-13 |
| BILL COLE INSURANCE AGENCY INC., EAST GRAND RAPIDS MI | EAST GRAND RAPIDS | Insurance Agencies and Brokerages | $115,800 | 2026-07-10 |
| Opsahl Insurance, POST FALLS ID | POST FALLS | Insurance Agencies and Brokerages | $257,700 | 2026-07-10 |
| KARL HERMAN INSURANCE AND FINANCIAL SERVICES INC, Minneapolis MN | Minneapolis | Insurance Agencies and Brokerages | $421,000 | 2026-07-10 |
| UNIFORCE AGENCY (U.S.A.), INC., SOUTHFIELD MI | SOUTHFIELD | Insurance Agencies and Brokerages | $135,000 | 2026-07-09 |
| Five Cent Coins, Inc. DBA Nichols Family Agency, Wilsonville OR | Wilsonville | Insurance Agencies and Brokerages | $200,000 | 2026-07-09 |
| MDRN Wealth LLC, LOS ANGELES CA | LOS ANGELES | Portfolio Management and Investment Advice | $200,000 | 2026-07-09 |
| Machaen Enterprises Inc., PARAMUS NJ | PARAMUS | Insurance Agencies and Brokerages | $200,000 | 2026-07-09 |
| Brant Family Holdings, LLC, Palm Beach Gardens FL | Palm Beach Gardens | Portfolio Management and Investment Advice | $359,000 | 2026-07-09 |
| JCN Financial & Tax Advisory Group LLC, BATON ROUGE LA | BATON ROUGE | Portfolio Management and Investment Advice | $350,000 | 2026-07-08 |
| K3' S Insurance Agency, Corp, DENVER CO | DENVER | Insurance Agencies and Brokerages | $350,000 | 2026-07-07 |
| Journey Retirement Plan Services LLC, BELMONT MI | BELMONT | Portfolio Management and Investment Advice | $750,000 | 2026-07-01 |
| NEWPORT ADVISORY GROUP, LLC, PROVIDENCE UT | PROVIDENCE | Insurance Agencies and Brokerages | $1,470,000 | 2026-07-01 |
| CGI AGENCY, EL MONTE CA | EL MONTE | Insurance Agencies and Brokerages | $545,000 | 2026-06-29 |
| Fleming Insurance and Financial Services, Inc, OXFORD AL | OXFORD | Insurance Agencies and Brokerages | $122,500 | 2026-06-26 |
| PlanLife LLC, ORLANDO FL | ORLANDO | Insurance Agencies and Brokerages | $775,000 | 2026-06-25 |
| Freedom Point Financial, LLC, PRESCOTT AZ | PRESCOTT | Portfolio Management and Investment Advice | $1,150,000 | 2026-06-25 |
| Palmetto Retirement and Health LLC, COLUMBIA SC | COLUMBIA | Insurance Agencies and Brokerages | $567,000 | 2026-06-24 |
| Powell Agency LLC, Spartanburg SC | Spartanburg | Insurance Agencies and Brokerages | $584,500 | 2026-06-23 |
| Stonebrook Insurance Group, Inc., Howell Township NJ | Howell Township | Insurance Agencies and Brokerages | $751,000 | 2026-06-23 |
| Maha Hamdi AAA Insurance Agency Inc., PALOS HILLS IL | PALOS HILLS | Insurance Agencies and Brokerages | $110,000 | 2026-06-22 |
| Wilson's Insurance Agency LLC, HIGHLAND IN | HIGHLAND | Insurance Agencies and Brokerages | $814,000 | 2026-06-18 |
| Perlas Insurance Services, CERRITOS CA | CERRITOS | Insurance Agencies and Brokerages | $669,800 | 2026-06-17 |
| Olivet Financial LLC, COLUMBIA SC | COLUMBIA | Portfolio Management and Investment Advice | $475,000 | 2026-06-17 |
| 3902 NE Sandy Blvd LLC, PORTLAND OR | PORTLAND | Insurance Agencies and Brokerages | $1,700,000 | 2026-06-16 |
| DMD BROWN PROPERTIES LLC, FLOURTOWN PA | FLOURTOWN | Insurance Agencies and Brokerages | $889,900 | 2026-06-15 |
| General Insurance Consultants, Inc., MIRAMAR FL | MIRAMAR | Insurance Agencies and Brokerages | $118,500 | 2026-06-12 |
| PRESTON HOME LOANS LLC, GRAND BLANC MI | GRAND BLANC | Mortgage and Nonmortgage Loan Brokers | $450,000 | 2026-06-12 |
| InsurSmart Insurance Services, Inc., GLENDALE CA | GLENDALE | Insurance Agencies and Brokerages | $1,280,000 | 2026-06-12 |
| WILEY INSURANCE GROUP, LLC, LAKELAND FL | LAKELAND | Insurance Agencies and Brokerages | $350,000 | 2026-06-11 |
| THE DUI EXPERTS LLC, WHITTIER CA | WHITTIER | All Other Insurance Related Activities | $215,000 | 2026-06-10 |
| WIN 4 Insurance Group Inc, BRANDON FL | BRANDON | Insurance Agencies and Brokerages | $1,275,000 | 2026-06-09 |
| TYLER CLACKUM AGENCY, LLC, BALL GROUND GA | BALL GROUND | Insurance Agencies and Brokerages | $190,000 | 2026-06-09 |
| STREAMREV HEALTHCARE SOLUTIONS LLC, DOVER DE | DOVER | All Other Insurance Related Activities | $554,000 | 2026-06-05 |
| Najjar Second Agency LLC, INDIANAPOLIS IN | INDIANAPOLIS | Insurance Agencies and Brokerages | $747,000 | 2026-06-05 |
| JENSEN FAMILY INSURANCE, Sandy UT | Sandy | Insurance Agencies and Brokerages | $516,000 | 2026-06-04 |
| Elevated Investments, LLC, MINNEAPOLIS MN | MINNEAPOLIS | Miscellaneous Intermediation | $1,447,500 | 2026-06-02 |
| TruSummit Holdings, LLC, CONCORD CA | CONCORD | Insurance Agencies and Brokerages | $1,530,000 | 2026-06-02 |
| Faron J Davis Ins Inc, ARLINGTON TX | ARLINGTON | Insurance Agencies and Brokerages | $100,000 | 2026-05-26 |
| Paragon Insurance Group LLC, MEDIA PA | MEDIA | Insurance Agencies and Brokerages | $1,080,000 | 2026-05-26 |
| MAL-1 FINANCIAL LLC, AUSTIN TX | AUSTIN | Portfolio Management and Investment Advice | $500,000 | 2026-05-26 |
| PrimeAdjusting LLC, COVINGTON KY | COVINGTON | Claims Adjusting | $100,000 | 2026-05-22 |
| Henson and Sons Insurance Agency LLC, EDMOND OK | EDMOND | Insurance Agencies and Brokerages | $890,000 | 2026-05-22 |
| Resolute Wealth Planning LLC, Indian Harbour Beach FL | Indian Harbour Beach | Miscellaneous Financial Investment Activities | $761,000 | 2026-05-21 |
| Sterling Shield Insurance LLC, SPARKS NV | SPARKS | Insurance Agencies and Brokerages | $1,305,000 | 2026-05-20 |
| L & M Professional Group LLC, VEGA ALTA PR | VEGA ALTA | Insurance Agencies and Brokerages | $247,500 | 2026-05-19 |
| JSPark & Associates, Inc., Brea CA | Brea | Insurance Agencies and Brokerages | $716,000 | 2026-05-19 |
| Accessible Health & Wellness Solutions, ALBANY NY | ALBANY | Insurance Agencies and Brokerages | $105,000 | 2026-05-15 |
| Wilson Ku Insurance and Financial Services Inc., San Mateo CA | San Mateo | Insurance Agencies and Brokerages | $683,000 | 2026-05-15 |
| CO Insurance Specialist, LLC, Wheat Ridge CO | Wheat Ridge | Insurance Agencies and Brokerages | $729,000 | 2026-05-14 |
| Promise Land Property Holdings LLC, Doral FL | Doral | Insurance Agencies and Brokerages | $925,000 | 2026-05-14 |
| Albert Tadevosyan Insurance and Financial Services, Inc, Las Vegas NV | Las Vegas | Insurance Agencies and Brokerages | $670,000 | 2026-05-12 |
| Elevation Dealer Services LLC, Phoenix AZ | Phoenix | Insurance Agencies and Brokerages | $500,000 | 2026-05-11 |
| Alabama Premier Insurance Agency LLC, OPELIKA AL | OPELIKA | Insurance Agencies and Brokerages | $186,200 | 2026-05-08 |
| JIP OF DURHAM LLC, Elgin SC | Elgin | Insurance Agencies and Brokerages | $104,300 | 2026-05-07 |
| LoanRemedy LLC, SALT LAKE CITY UT | SALT LAKE CITY | Mortgage and Nonmortgage Loan Brokers | $642,500 | 2026-05-06 |
| APPALACHIAN INSURANCE, INC., BETSY LAYNE KY | BETSY LAYNE | Insurance Agencies and Brokerages | $1,300,000 | 2026-05-04 |
| TEZ Adams Group (T.A.G.) LLC, TEMPE AZ | TEMPE | Insurance Agencies and Brokerages | $850,500 | 2026-04-29 |
| PEACEFUL LIFE LLC, QUINCY MA | QUINCY | Insurance Agencies and Brokerages | $1,825,000 | 2026-04-29 |
| Kaydrey Inc., GARDEN GROVE CA | GARDEN GROVE | Insurance Agencies and Brokerages | $500,000 | 2026-04-29 |
| Dan Martin Insurance and Financial Services, DALLASTOWN PA | DALLASTOWN | Insurance Agencies and Brokerages | $225,000 | 2026-04-28 |
| Central Pine Capital LLC, Cedarhurst NY | Cedarhurst | Portfolio Management and Investment Advice | $1,502,000 | 2026-04-24 |
| HarvestWise Wealth LLC, ESCONDIDO CA | ESCONDIDO | Portfolio Management and Investment Advice | $350,000 | 2026-04-22 |
| Gwen Brooks Insurance Agency Inc, BERTHOUD CO | BERTHOUD | Direct Property and Casualty Insurance Carriers | $647,700 | 2026-04-20 |
| Texas American Insurers, Inc., HURST TX | HURST | Insurance Agencies and Brokerages | $540,000 | 2026-04-17 |
| 755 Financial LLC, WOODSTOCK GA | WOODSTOCK | Portfolio Management and Investment Advice | $1,035,000 | 2026-04-16 |
| Petersavage Wolfe Insurance Group, Jefferson Hills PA | Jefferson Hills | Insurance Agencies and Brokerages | $158,000 | 2026-04-16 |
| Walkner Condon Financial Advisors LLC, Verona WI | Verona | Miscellaneous Financial Investment Activities | $512,000 | 2026-04-15 |
| Burgess Demarco & Flick Insurance, Salem VA | Salem | Insurance Agencies and Brokerages | $1,910,000 | 2026-04-09 |
| Allied Insurance Agency, Lawrenceville GA | Lawrenceville | Insurance Agencies and Brokerages | $1,102,000 | 2026-04-09 |
| TRUE NORTH WEALTH SOLUTIONS LLC, VERONA WI | VERONA | Portfolio Management and Investment Advice | $100,000 | 2026-04-08 |
| Angela Renik Insurance Agency LLC, ELMHURST IL | ELMHURST | Insurance Agencies and Brokerages | $342,000 | 2026-04-08 |
| California Educators; California Educators Financial & Insurance Services, Westlake Village CA | Westlake Village | Insurance Agencies and Brokerages | $1,355,000 | 2026-04-08 |
| SANDOVAL INSURANCE & FINANCIAL SERVICES INC., COVINA CA | COVINA | Insurance Agencies and Brokerages | $508,000 | 2026-04-08 |
| Rize Risk Insurance Brokers, WESTLAKE VILLAGE CA | WESTLAKE VILLAGE | Insurance Agencies and Brokerages | $565,000 | 2026-04-07 |
| HIS Capital Holdings LLC, WICHITA KS | WICHITA | Direct Health and Medical Insurance Carriers | $976,000 | 2026-04-04 |
| Femar Insurance LLC, HALLANDALE FL | HALLANDALE | Insurance Agencies and Brokerages | $300,000 | 2026-04-01 |
| Advent Mutual LLC, BETHESDA MD | BETHESDA | Insurance Agencies and Brokerages | $190,000 | 2026-04-01 |
| Jason Eberhart Insurance and Financial Services Inc, JERSEY SHORE PA | JERSEY SHORE | Insurance Agencies and Brokerages | $245,600 | 2026-03-31 |
| PURCO FLEET SERVICES, INC., SPANISH FORK UT | SPANISH FORK | Claims Adjusting | $150,000 | 2026-03-31 |
| Hamlin Financial Group, Inc., DECATUR AL | DECATUR | Insurance Agencies and Brokerages | $835,000 | 2026-03-30 |
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