Finance and insurance — page 3 of 9
2,405 businesses, industry “Finance and insurance” (NAICS sector of the latest loan).
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| Place | Business | Record | Industry | Latest loan approved |
|---|---|---|---|---|
| Wichita, KS | Design Concepts & Solutions, LLC | 76CB60EA7A | Finance and insurance | Feb 28, 2024 |
| Dallas, TX | DESTINY KYLES JONES INSURANCE AND FINANCIAL SERVICES INC | 1254A2D4F3 | Finance and insurance | Aug 22, 2025 |
| Wilmington, DE | DEWBERRY INSURANCE AGENCY INC. | 7A0CBC89CF | Finance and insurance | Feb 25, 2025 |
| Miami, FL | Di Canu Insurance Group LLC | 998CA54AAC | Finance and insurance | Jun 9, 2026 |
| Owings Mills, MD | Diamond Insurance Group LLC | 1CEFCFACFF | Finance and insurance | Apr 15, 2025 |
| Waukee, IA | Diamond Trail Capital Management | D5B4E774FF | Finance and insurance | Apr 27, 2026 |
| Fort Worth, TX | DIAMOND VISED LLC | 2E7547D4D5 | Finance and insurance | Sep 12, 2025 |
| Palm Harbor, FL | Diana Landi Holdings Company LLC | DCB07F5112 | Finance and insurance | Jun 3, 2025 |
| Henderson, NV | DIAZO LLC | FB4E3F4077 | Finance and insurance | Aug 28, 2024 |
| Fort Lauderdale, FL | Digital AutoFi | 421A3FFB48 | Finance and insurance | Mar 26, 2026 |
| Rockledge, FL | DIRECT INSURANCE SOLUTIONS, INC. | 806720D680 | Finance and insurance | Oct 25, 2024 |
| Nampa, ID | Divecha Financial LLC | 40911C7178 | Finance and insurance | Jan 14, 2025 |
| Los Altos, CA | DiversiFi Capital | BFCCA18A95 | Finance and insurance | Jul 18, 2025 |
| Winston Salem, NC | Dixon and Company Wealth Management, LLC | F9F2E8CFA3 | Finance and insurance | Apr 24, 2024 |
| Staten Island, NY | DJCOS ADVISORS LLC | 61B31DD20D | Finance and insurance | Mar 4, 2026 |
| Flourtown, PA | DMD BROWN PROPERTIES LLC | 7E4F23ED4B | Finance and insurance | Jun 15, 2026 |
| New Rochelle, NY | DMH Insurance Services Corp | FC83BF741F | Finance and insurance | Jul 26, 2024 |
| Orlando, FL | DOCUMAX OF FLORIDA, INC. | 5FD4B1E97C | Finance and insurance | Jul 3, 2025 |
| Stuart, FL | Doherty Insurance Services Inc | 327624E7AC | Finance and insurance | Jun 5, 2024 |
| Carlsbad, CA | Dolan Gaddi Lending, Inc. | 123625A864 | Finance and insurance | Mar 12, 2025 |
| Round Rock, TX | Domain Insurance Group, Inc. | D540AFD226 | Finance and insurance | Apr 24, 2025 |
| Tyrone, GA | Dominique Adams Agency LLC | 5D0BD7FBD9 | Finance and insurance | Dec 6, 2023 |
| Gresham, OR | DON BROWN & ASSOCIATES | A409D03E15 | Finance and insurance | Dec 18, 2025 |
| Las Vegas, NV | Donald Marquez Insurance Connection LLC | 12877066F0 | Finance and insurance | Aug 26, 2024 |
| Denver, CO | Donkor Appiah Agency | EFE0B50EB6 | Finance and insurance | Dec 29, 2025 |
| Valley Stream, NY | DORA BROKERAGE INC. | ECD5FE0C39 | Finance and insurance | May 1, 2024 |
| Christiansburg, VA | Dowd Insurance, LLC | 565E2565B8 | Finance and insurance | Oct 22, 2024 |
| Miami, FL | Downtown Wealth Studios LLC | 1AE67CA931 | Finance and insurance | Dec 29, 2023 |
| Buckeye, AZ | DQS Enterprise, LLC | 3608EDE802 | Finance and insurance | Sep 5, 2024 |
| Parker, CO | Drake insurance inc | C48031525A | Finance and insurance | Aug 11, 2025 |
| Jackson Heights, NY | Dream Lighter Insurance Brokerage Inc. | 9EC4C0A2D4 | Finance and insurance | Jul 29, 2024 |
| Kalamazoo, MI | DRESSLER INSURANCE AGENCY LLC | D5B00C84E4 | Finance and insurance | Jun 22, 2026 |
| Girard, OH | Dreves' Insurance Agency | 00B53BA301 | Finance and insurance | Apr 23, 2026 |
| Brooklyn, NY | DRF Consulting LLC | DD5FE4A1F2 | Finance and insurance | Feb 3, 2024 |
| Upper Saddle River, NJ | DRG Claims Management LLC | 039F6407B3 | Finance and insurance | Feb 28, 2026 |
| Sacramento, CA | DriveSafe Insurance Services LLC | F5078AA975 | Finance and insurance | Aug 16, 2024 |
| Greensburg, PA | DSW Investments, LLC | C0605C0BE2 | Finance and insurance | Jun 6, 2025 |
| La Puente, CA | DTLP RE Holdings LLC | 5D8E7E2EE5 | Finance and insurance | Nov 18, 2025 |
| El Monte, CA | Du & Associates, Inc | D561AB1FC2 | Finance and insurance | Dec 16, 2024 |
| Webster, NY | Duke & Duke Properties LLC | EF85406A83 | Finance and insurance | Jul 9, 2025 |
| Chadds Ford, PA | Dustin Hicks Agency Professionals, LLC | 56BC13FBEF | Finance and insurance | Apr 30, 2025 |
| Tulsa, OK | Dustin Wyzard Insurance Agency Inc | A6641C1B8D | Finance and insurance | Jan 10, 2024 |
| Fresh Meadows, NY | Dynamic Multi Service Inc | E3569CC516 | Finance and insurance | Feb 24, 2024 |
| Flushing, NY | Dynamic Multi Service Inc | 18FF0DA687 | Finance and insurance | Jan 16, 2026 |
| Youngstown, OH | DYNAMIC PORTFOLIO STRATEGIES, LLC | 47C9AFA05E | Finance and insurance | May 6, 2025 |
| Palm Beach Gardens, FL | Dynamic Wealth Strategies Inc | 577673E50A | Finance and insurance | Mar 5, 2026 |
| Portland, OR | Dynasty Agency LLC | 57ED2ED36E | Finance and insurance | Nov 30, 2024 |
| Saint George, UT | Dynasty Insurance Services LLC | 3B92CDA94B | Finance and insurance | Jul 29, 2025 |
| New York, NY | E.G. BOWMAN CO., INC. | 16AA1BB70D | Finance and insurance | Dec 8, 2023 |
| Coral Gables, FL | E.G. BOWMAN CO., INC. | 28F36D855F | Finance and insurance | Mar 17, 2026 |
| Spokane, WA | EACH PLANNING SERVICES LLC | 1DB6FED6CB | Finance and insurance | Sep 7, 2024 |
| Monrovia, CA | Eagle Investment Group II LLC | B3F6B20E12 | Finance and insurance | Mar 29, 2024 |
| Denver, CO | Eagle One Insurance Group LLC | 5028659E3B | Finance and insurance | Apr 29, 2024 |
| Atlanta, GA | Earn Into Wealth Strategies, LLC | A0E6946B3E | Finance and insurance | May 29, 2025 |
| Amesbury, MA | East Coast Insurance Providers, LLC | FC03801916 | Finance and insurance | Jan 12, 2026 |
| Nashville, NC | Eastern Claims Service, Inc. | 7A435D8AA0 | Finance and insurance | Jan 15, 2025 |
| Layton, UT | Eastman Risk Advisors LLC | B24E9F3506 | Finance and insurance | Mar 21, 2025 |
| Ave Maria, FL | Easy Best Benefits, LLC | 69207F702B | Finance and insurance | May 2, 2024 |
| Boca Raton, FL | Echelon Public Adjusting LLC | 8628452DA5 | Finance and insurance | Mar 5, 2025 |
| Cranston, RI | EDDIE INSURANCE AGENCY LLC | 7B1C90C4D1 | Finance and insurance | Nov 20, 2024 |
| Normal, IL | Eden Insurance & Financial Services, LLC | 231E03D5BE | Finance and insurance | Dec 9, 2025 |
| Jenks, OK | Edison Health Solutions, LLC | 76E9080A3E | Finance and insurance | Jun 25, 2024 |
| Albuquerque, NM | EDUCATED WALLET, LLC | F235948EE4 | Finance and insurance | May 7, 2024 |
| Albany, OR | EELC Properties LLC | 249AEBAA4B | Finance and insurance | Dec 15, 2023 |
| Westminster, CO | EGHAV, LLC | 0F391B7508 | Finance and insurance | Nov 6, 2024 |
| Charlotte, NC | El Tigre De Los Seguros LLC | 4514A5A516 | Finance and insurance | May 21, 2026 |
| Miami, FL | Elan Reinsurance Services Inc | A119A777E7 | Finance and insurance | Sep 19, 2025 |
| New City, NY | Elar Adjusters Inc | DC564D61B6 | Finance and insurance | Jul 8, 2025 |
| Minneapolis, MN | Elevated Investments, LLC | 4BB5AADE0B | Finance and insurance | Jun 2, 2026 |
| Columbus, OH | Elevated Wealth Advisory Group, LLC | DB131CBF12 | Finance and insurance | Nov 13, 2025 |
| Phoenix, AZ | Elevation Dealer Services LLC | 537F6FA6C3 | Finance and insurance | May 11, 2026 |
| Sandy, UT | Elias T. Benjamin Wealth Management LLC | 09CEAA1A76 | Finance and insurance | Jul 17, 2025 |
| Evergreen Park, IL | Elite Benefits of America | EAE550EFE0 | Finance and insurance | Aug 12, 2025 |
| Tampa, FL | ELITE BUSINESS INSURANCE, LLC | B6C25C2905 | Finance and insurance | Dec 10, 2024 |
| Odessa, FL | Elite Financial USA Inc | 758F03A7C7 | Finance and insurance | May 24, 2024 |
| Tampa, FL | Elite Financial USA Inc | C94E703B37 | Finance and insurance | Nov 12, 2024 |
| Chattanooga, TN | Elite Insurance Group LLC | 921FD5EF3B | Finance and insurance | Jan 19, 2024 |
| Glen Allen, VA | Elite Medicare Specialists, LLC | 0791DBF54C | Finance and insurance | Jun 14, 2024 |
| Plover, WI | Elite Retirement Group, Inc. | 1969E95B19 | Finance and insurance | Sep 16, 2024 |
| Bethany, CT | Ellisar Insurance Associates, Inc. | 100DD5F59D | Finance and insurance | Feb 3, 2025 |
| College Park, MD | Elsy Leonso Insurance Agency LLC | B9E8381F65 | Finance and insurance | Apr 1, 2025 |
| Chamblee, GA | Emily Beck Agency LLC | 04C57EF70F | Finance and insurance | May 12, 2025 |
| Hackensack, NJ | EMISSARY WEALTH LLC | D2A721EA18 | Finance and insurance | Feb 23, 2026 |
| Hallandale Beach, FL | Empire Insurance Services, Inc. | C5B9B50F1C | Finance and insurance | Jun 26, 2024 |
| North Miami, FL | Empire Investment Biz Inc | 20EDA8F1BF | Finance and insurance | Jun 16, 2025 |
| Falls Church, VA | EMPLOYEE BENEFIT ADVOCATES LLC | 14BA46C284 | Finance and insurance | Dec 1, 2023 |
| Chicago, IL | Empowerment Resources International Corporation | 50D07A22AB | Finance and insurance | Sep 5, 2025 |
| Irvine, CA | Encore Health Advisors, LLC | B8FCC5D1BE | Finance and insurance | Aug 22, 2025 |
| Newport Beach, CA | Encore Health Advisors, LLC | 26CFE6B3DB | Finance and insurance | Jun 9, 2026 |
| Englewood, CO | Encytro | 0174FE3A29 | Finance and insurance | Apr 24, 2024 |
| Odessa, FL | Endpoint Associates, LLC | 0D3272DE03 | Finance and insurance | Jan 8, 2026 |
| Bridgeville, PA | Enscoe Long Insurance Group LLC | D172483210 | Finance and insurance | Sep 23, 2025 |
| Miami, FL | Ensure Agency, LLC | 917F3CC96F | Finance and insurance | Sep 10, 2025 |
| South Jordan, UT | ENVISION FINANCIAL, INC. | CE0639FEAE | Finance and insurance | Jan 29, 2025 |
| Brookfield, IL | Epic Mortgage Inc | 795B0FC601 | Finance and insurance | Dec 21, 2023 |
| Clinton, UT | Eric Chaparro Agency Inc. | 3E633091AA | Finance and insurance | Nov 29, 2023 |
| Williamsville, NY | ERIC HOULAHAN INSURANCE AGENCY, INC | 442E778FE7 | Finance and insurance | Apr 9, 2025 |
| Brighton, MI | Erik Kramer Insurance Agency, Inc. | C99DC68CF5 | Finance and insurance | Nov 7, 2023 |
| Mesa, AZ | Ernesto Moreno Rigollot and Emma M. Rigollot, Trustees of the Rigollot Family T | 540DA04A62 | Finance and insurance | Dec 20, 2024 |
| Lakewood, CO | Erwin Insurance Services LLC | 4513FC9DE4 | Finance and insurance | Feb 13, 2024 |
| Noblesville, IN | ESG Insurance LLC | FEB8B54474 | Finance and insurance | Dec 9, 2024 |
| O Fallon, MO | Estal Insurance & Financial Services Inc. | E4D0FD09A2 | Finance and insurance | Aug 20, 2025 |
| Pembroke Pines, FL | Estrella Insurance | 9E5DB97DFE | Finance and insurance | May 10, 2024 |
| Stratham, NH | Ethan P. Clark Insurance, LLC | E302BA9DFD | Finance and insurance | Oct 10, 2024 |
| Las Vegas, NV | Eugene Williams Insurance Agency LLC | CB217746F9 | Finance and insurance | Apr 6, 2024 |
| Tamarac, FL | Eva M Hernandez Ins and Fin Svcs Inc | E307945DBD | Finance and insurance | Mar 17, 2026 |
| Brigham City, UT | EVANS FINANCIAL GROUP, LLC | 7B967A41A2 | Finance and insurance | Aug 16, 2024 |
| Flagstaff, AZ | EVANS INSURANCE INC | 4A63324AE3 | Finance and insurance | Aug 5, 2024 |
| Dalton, GA | Evensun Health Inc. | B3F0502109 | Finance and insurance | Jun 18, 2026 |
| Stamford, CT | EVER INC | 56C85DB895 | Finance and insurance | Oct 3, 2024 |
| Saint Louis, MO | EverDay Financial, LLC | D779D465A6 | Finance and insurance | Jun 4, 2024 |
| Medina, TN | Everett Wealth Management, LLC | 6348A1586A | Finance and insurance | Jan 11, 2024 |
| Omaha, NE | Evergreen Advisor Group LLC | 6FFD2F55CF | Finance and insurance | May 15, 2026 |
| Middletown, NY | EVERGREEN INSURANCE AGENCY, INC. | 5799EBB571 | Finance and insurance | Sep 16, 2024 |
| Homestead, FL | Eversure Insurance LLC | BBC5F1BDE3 | Finance and insurance | Mar 26, 2025 |
| Englewood, CO | Excel Health Plans LLC | 279BE1F68E | Finance and insurance | Jan 31, 2025 |
| St. Petersburg, FL | Excel Mortgage Network Inc | F0AC87D8CC | Finance and insurance | Jul 9, 2025 |
| Brighton, MI | Executive Financial Group, LLC | 002336B8B3 | Finance and insurance | Apr 23, 2025 |
| Daytona Beach, FL | Expert Reserve Services Inc | 67ECE1181B | Finance and insurance | Mar 26, 2025 |
| Fort Lauderdale, FL | EXPRESS PUBLIC ADJUSTING LLC | 8FB36040A1 | Finance and insurance | May 21, 2025 |
| Aldie, VA | EZ Insurance Agency Services | 591F3C64F7 | Finance and insurance | Oct 22, 2023 |
| Columbia, MD | F & F Wholesalers LLC | 9CC970E8A0 | Finance and insurance | Nov 5, 2024 |
| Reading, PA | F&ind More LLC | 035429DD67 | Finance and insurance | Oct 10, 2024 |
| Paris, TX | F5 Family Investments LLC | E387ED19B4 | Finance and insurance | Jun 26, 2025 |
| Greenville, TX | F5 Insurance Solutions LLC | F61FF7856B | Finance and insurance | Jun 26, 2025 |
| Traverse City, MI | F5 MORTGAGE LLC | BA34EEDEF7 | Finance and insurance | Apr 28, 2025 |
| Rochester, NY | Fairpoint Wealth Partners, Inc. | 14C74E21B4 | Finance and insurance | Apr 14, 2026 |
| Cleveland, OH | Fairview Center Real Estate Holdings LLC | 080D2CFDDA | Finance and insurance | Jul 25, 2025 |
| Greenwood, IN | FAITH INSURANCE INC | 001460E603 | Finance and insurance | Dec 20, 2024 |
| Wichita, KS | Family First Insurance Alliance LLC | 95DEE6C9C8 | Finance and insurance | Oct 12, 2024 |
| Sioux Falls, SD | Family Focused Properties LLC | 0F544ED286 | Finance and insurance | Oct 23, 2023 |
| Anaheim, CA | Family Legacy Insurance Services | C1D76A1513 | Finance and insurance | May 13, 2025 |
| Orlando, FL | FAMILY SERVICES INSURANCE AND TAXES LLC, a Florida Limited Liability Company | 60AD4BB56D | Finance and insurance | May 14, 2025 |
| Hamilton, OH | FANNON CLAIMS SERVICE, LLC | DFF00637E4 | Finance and insurance | May 9, 2024 |
| Arlington, TX | Faron J Davis Ins Inc | 672EA2EB7C | Finance and insurance | May 26, 2026 |
| El Paso, TX | Farpon Properties LLC | 4C7A438124 | Finance and insurance | Oct 12, 2023 |
| Valparaiso, IN | FARRALL WEALTH, LLC | FB75873871 | Finance and insurance | Jan 10, 2025 |
| Blasdell, NY | Father Son & Associates LLC | 576CB463FD | Finance and insurance | Jan 8, 2026 |
| Millburn, NJ | FELIX INSURANCE AGENCY LLC | 2F72139389 | Finance and insurance | Jan 15, 2025 |
| San Francisco, CA | Felix Quintero Insurance Agency LLC | 0807BDC96C | Finance and insurance | Jul 8, 2025 |
| Hallandale Beach, FL | FEMAR INSURANCE LLC | 99A16B62D7 | Finance and insurance | Apr 30, 2025 |
| Clearwater, FL | FERNANDO CORIAT LLC | 3222CFA541 | Finance and insurance | Feb 23, 2026 |
| Tampa, FL | Fidelity Mortgage Brokers | FFDCF300B3 | Finance and insurance | Apr 18, 2025 |
| Gilbert, AZ | FidFam Insurance LLC | 194EFED864 | Finance and insurance | Jul 26, 2024 |
| Fruitland, ID | FIG Insurance, Inc. | 9036680D59 | Finance and insurance | Dec 22, 2025 |
| Hixson, TN | Final Expense Agent Mentor, LLC | 605DA2D86B | Finance and insurance | Apr 25, 2024 |
| Cumming, GA | Financial Consultants Group, Inc. | 4ABA851555 | Finance and insurance | Mar 11, 2026 |
| Fishers, IN | Financial Enhancement Group LLC | CE5F147F55 | Finance and insurance | Mar 4, 2025 |
| Agoura Hills, CA | Financial Peak LLC | D3B0AD0901 | Finance and insurance | Jul 22, 2024 |
| Springfield, MO | Financial Planner Near Me, LLC | 66F7A582A0 | Finance and insurance | Dec 31, 2025 |
| Strongsville, OH | Financial Wellness Partners LLC | F03954AEF0 | Finance and insurance | Aug 29, 2024 |
| Ridgeland, MS | Financial Works USA, LLC | 6A7AA91BD0 | Finance and insurance | Jan 6, 2025 |
| Kirkland, WA | Finomenon Investments LLC | B9F02ED4CB | Finance and insurance | Nov 13, 2024 |
| Hurricane, UT | First Capital Commercial LLC | C5BE6F3686 | Finance and insurance | Feb 27, 2025 |
| Ponte Vedra Beach, FL | First Choice Brokerage Corporation | C5C0E52C7C | Finance and insurance | Mar 13, 2026 |
| Miami, FL | FIRST CHOICE INSURANCE AND FINANCIAL SERVICES, INC. | F47C40BAD8 | Finance and insurance | Jan 10, 2024 |
| Fontana, CA | First Choice Mortgage Inc. | 32FE5E5EB8 | Finance and insurance | Mar 5, 2026 |
| Davenport, FL | FIRST CLASS INSURANCE AGENCY LLC | A45C1A93E3 | Finance and insurance | Apr 4, 2025 |
| Scottsdale, AZ | First Insurance Corporation | F609A93090 | Finance and insurance | Jan 31, 2025 |
| Mechanicsville, MD | FIRST INSURANCE GROUP OF MARYLAND, INC. | 4DEFF5225A | Finance and insurance | Oct 24, 2024 |
| Saint Louis, MO | First Integrity Mortgage Services, Inc. | A3573CCE3F | Finance and insurance | Feb 23, 2024 |
| Oakland, CA | FIRST KIT FINANCIAL AND INSURANCE SOLUTIONS LLC | 32D4CB41BD | Finance and insurance | May 13, 2024 |
| Miramar, FL | FIRST PREMIER TITLE, LLC | 430857871D | Finance and insurance | Apr 23, 2026 |
| Gardner, KS | FitPass Life, LLC | FD8F55BBC5 | Finance and insurance | May 20, 2025 |
| Lansdale, PA | Fitzmaurice Family Enterprises, Inc. | DAC7243DE0 | Finance and insurance | Mar 25, 2025 |
| Oxford, AL | FLEMING INSURANCE & FINANCIAL SVCS INC | C8BB081C9E | Finance and insurance | Jun 26, 2026 |
| Pinellas Park, FL | Florida All Risk Insurance LLC | CFE1096072 | Finance and insurance | Sep 29, 2025 |
| Largo, FL | FLORIDA BEST QUOTE | 6D11F156A7 | Finance and insurance | Apr 9, 2025 |
| Pompano Beach, FL | FLORIDA GREEN WELLNESS LLC | A63AC3C080 | Finance and insurance | Sep 19, 2025 |
| Apopka, FL | Florida Insurance Store, LLC | 004417D2C1 | Finance and insurance | Dec 29, 2025 |
| Miami, FL | Florida Insurance USA, LLC | 50B0FE10DF | Finance and insurance | Apr 12, 2024 |
| Oviedo, FL | Florida Mortgage Providers, Inc | 2D2155D07A | Finance and insurance | Dec 12, 2024 |
| Miami, FL | Flow International LLC | 72847F7591 | Finance and insurance | Feb 28, 2026 |
| Marietta, GA | Foreman Vanod Group Inc. | 278CB198BA | Finance and insurance | Jan 22, 2026 |
| Westbrook, ME | Foreshore Insurance Brokers LLC | C7B626ABFC | Finance and insurance | Jun 9, 2024 |
| Bronx, NY | FORESIGHT INSURANCE AGENCY INC | A177652FFF | Finance and insurance | Oct 8, 2024 |
| New Albany, OH | Forest Drive Properties, LLC | 2422445B16 | Finance and insurance | Nov 5, 2024 |
| Overland Park, KS | Forster Wealth Mgmt LLC | 86B7FF13E4 | Finance and insurance | May 29, 2024 |
| Hartford, CT | Fortified Services LLC | B1260DAF25 | Finance and insurance | Jan 7, 2026 |
| Highland, UT | Fortify Insurance Advisors LLC | C57FD3D606 | Finance and insurance | Mar 4, 2026 |
| Indianapolis, IN | Fortis Transition Partners, LLC | 8D636C9E80 | Finance and insurance | Jul 23, 2025 |
| Davie, FL | Fortitude Insurance Solutions, LLC | DD257F5286 | Finance and insurance | Dec 13, 2024 |
| Monroe, OH | Fortress Assurance LLC | 3EC1F82666 | Finance and insurance | Dec 5, 2024 |
| Murfreesboro, TN | FORTRESS WEALTH MANAGEMENT LLC | 7B253FDC5C | Finance and insurance | Jan 27, 2025 |
| Souderton, PA | Fortune Financial Planning Acquisition LLC | D1F38981DA | Finance and insurance | Mar 18, 2025 |
| Phoenix, AZ | Forward Holdings LLC | 192D6D508A | Finance and insurance | Mar 11, 2026 |
| Reston, VA | ForwardLook Wealth Planning LLC | B8BF9689AD | Finance and insurance | Jul 17, 2025 |
| Westlake, OH | Foundation Wealth Advisors, LLC | 3DC212015D | Finance and insurance | Apr 27, 2026 |
| Ballston Spa, NY | Fourstardave, LLC | 7016BC69CB | Finance and insurance | Jul 31, 2025 |
| Manchester, ME | FOURTEEN FORTY FINANCIAL LLC | 049CD94473 | Finance and insurance | Feb 5, 2025 |
| Armonk, NY | Fox Mountain Consulting, Inc. | B89AAD67B4 | Finance and insurance | Mar 7, 2024 |
| Mc Clave, CO | Freedom Ag Services, LLC | B8473A86A6 | Finance and insurance | Mar 26, 2024 |
| Meridian, ID | Freedom Brothers LLC | 86FCF54CDC | Finance and insurance | May 6, 2026 |
| Irvine, CA | FREEDOM NATIONAL INSURANCE SERVICES, INC. | 406EF4A517 | Finance and insurance | Aug 7, 2025 |
| Prescott, AZ | Freedom Point Financial, LLC | 465C32257C | Finance and insurance | Jun 25, 2026 |
| Oklahoma City, OK | Freeland Insurance, LLC | 7E72575A3D | Finance and insurance | Mar 2, 2026 |
| Richmond, TX | FREEWAY INSURANCE | 4EF473D467 | Finance and insurance | Mar 11, 2025 |
| Avon, CO | Froman Insurance Agency LLC | B2A96E42DE | Finance and insurance | Feb 29, 2024 |
| Greeley, CO | Front Range Insurance & Financial Services, LLC | B4695525A0 | Finance and insurance | Feb 27, 2024 |
| Katy, TX | FTM Financial Services LLC | 3BC27BBC1E | Finance and insurance | Oct 31, 2023 |
| Temecula, CA | FULL CIRCLE RESOLUTIONS INC | 484F1580C5 | Finance and insurance | Nov 17, 2025 |
| Cibolo, TX | Fuller Insurance Agency INC | 31C0E4F67C | Finance and insurance | Oct 30, 2024 |
| Charlotte, NC | FullHR, Inc. | 1D7DBD9219 | Finance and insurance | Aug 19, 2024 |
| Houston, TX | Fundamental Advisors, Inc. | C4095D9D6C | Finance and insurance | Oct 2, 2024 |
| Melbourne, FL | Future Home Loans | 9C6A637E83 | Finance and insurance | Oct 5, 2023 |
| San Antonio, TX | FutureWise Insurance Web-Broker LLC | 346A5086A0 | Finance and insurance | Nov 29, 2024 |
| Fayetteville, NC | FWC FINANCIAL LLC | 5448D5ACFC | Finance and insurance | May 14, 2026 |
| Cary, NC | FWC FINANCIAL, LLC | 1B5AC09164 | Finance and insurance | Jan 17, 2025 |
| Davie, FL | G & J INSURANCE INC. | 6CCFABD101 | Finance and insurance | Feb 22, 2024 |
| El Segundo, CA | G Media Insurance Services, Inc. | AEDB634008 | Finance and insurance | Jun 17, 2024 |
| Brooklyn, NY | G N P Brokerage US Inc | 56211B336F | Finance and insurance | Apr 10, 2025 |
| Columbus, OH | G2 CAPITAL MANAGEMENT, LLC | 96785BFDA5 | Finance and insurance | Dec 15, 2023 |
| Moorpark, CA | GAINES OIL LLC | 95101F0BFD | Finance and insurance | Dec 7, 2023 |
| Port Saint Lucie, FL | Gallardo Insurance Services | 20D354DAF1 | Finance and insurance | May 20, 2026 |
| Saint Paul, MN | Garay & Associates Inc | BC0AB2585B | Finance and insurance | Mar 24, 2025 |
| Brookfield, CT | Garcia Nunez Investments, LLC | 25DDF1B57A | Finance and insurance | Sep 24, 2024 |
| South Gate, CA | GARCIA'S MULTISERVICES CORP | 1F3ABED8DF | Finance and insurance | Feb 11, 2025 |
| Cuyahoga Falls, OH | GARDNER AGENCY, LLC | BEF44F1FD2 | Finance and insurance | Jun 24, 2026 |
| Brea, CA | Gary Critchfield Insurance Agency Inc. | 6B9BDC5443 | Finance and insurance | Feb 11, 2025 |
| Louisville, KY | Gary Smith Insurance Agency Inc | D33514C940 | Finance and insurance | Jun 23, 2026 |
| Kalamazoo, MI | Gasaway Investment Advisors, Inc. | ECEF969A60 | Finance and insurance | Jul 14, 2025 |
| Wausau, WI | GBFG LLC | D40CFD7D30 | Finance and insurance | Jan 29, 2026 |
| Miramar, FL | General Insurance Consultants, Inc. | FE602B6F30 | Finance and insurance | Jun 12, 2026 |
| Irving, TX | GENESIS INSURANCE GROUP LLC | 86D078ABAB | Finance and insurance | May 16, 2024 |
| Midvale, UT | GENWEALTH ADVISORY GROUP, INC. | DC30C3F22D | Finance and insurance | Nov 15, 2024 |
| Farmington, MI | Gerald L. Pollack & Associates Inc | 38867A9C32 | Finance and insurance | Mar 26, 2025 |
| San Antonio, TX | GERARD MORA INSURANCE AND FINANCIAL SERVICES INC | 8A05459E8F | Finance and insurance | Dec 30, 2024 |
| Sacramento, CA | Gerardo Martinez Agency Farmers insurance LLC | ADC20A3117 | Finance and insurance | Dec 19, 2024 |
| Buffalo, MN | Gerbi Financial Group LLC | 1F9E121208 | Finance and insurance | Jan 26, 2026 |
| Greenville, TX | Get A Policy Group LLC | 158ECC0485 | Finance and insurance | Dec 28, 2023 |
| Omaha, NE | Gibson Financial Inc | 179D6317D0 | Finance and insurance | Feb 24, 2024 |
| Cashion, OK | Gibson Legacy Insurance, LLC | 1DD6910D2A | Finance and insurance | Dec 19, 2024 |
| Cheyenne, WY | Gilbert and Sons | 33C92E1EDE | Finance and insurance | Feb 19, 2025 |
| Katy, TX | GILBERT DLG, LLC | 3988C4255F | Finance and insurance | Dec 4, 2024 |
| Silverdale, WA | Gilbert Insurance Solutions LLC | 82695FBD14 | Finance and insurance | Sep 14, 2024 |
| Benton, AR | Gilliam Insurance, LLC | 59E69231F0 | Finance and insurance | Apr 10, 2024 |
| Scranton, PA | Gilmartin Insurance Agency LLC | 1DADF81ED5 | Finance and insurance | Jan 13, 2025 |
| Salvisa, KY | GKI, LLC | 7D1E97EB5D | Finance and insurance | Feb 27, 2025 |
| Norfork, AR | Glasscock Financial LLC | C8FCB0A28C | Finance and insurance | Dec 22, 2023 |
| Tomball, TX | GLENDA FLORES CONTRERAS INSURANCE AGENCY LLC | C70CBB2F2B | Finance and insurance | Jan 10, 2025 |
| Evergreen Park, IL | Glenn South Insurance Group LLC | CBCDD67D15 | Finance and insurance | May 21, 2024 |
| Lynbrook, NY | GLOBAL FACILITIES, INC. | 9CA8D8F126 | Finance and insurance | Nov 20, 2025 |
| Miami Lakes, FL | Global Insurance & Financial Services, Inc. | 596F2831D3 | Finance and insurance | Dec 1, 2023 |
| Silver Spring, MD | Global Insurance and Financial LLC | 4A44E83E91 | Finance and insurance | Aug 28, 2025 |
| Brooklyn, NY | GM Insurance Brokerage, Inc. | E51E8ACFA5 | Finance and insurance | Mar 26, 2025 |
| Dallas, TX | GM WEALTH GROUP LLC | 409CA6F143 | Finance and insurance | Dec 16, 2023 |
| Lithia, FL | GMD Financial, Inc | 78A3C73243 | Finance and insurance | Aug 10, 2024 |
| Lees Summit, MO | Godwin Group, LLC | CF285430FE | Finance and insurance | Jan 21, 2024 |
| Lafayette, LA | Goff Wealth Management LLC | 06ED86201B | Finance and insurance | Dec 23, 2024 |
| Grand Rapids, MI | Goggins Insurance Agency, LLC | 162B4D6779 | Finance and insurance | Dec 3, 2024 |
| Saginaw, MI | Gohm Insurance Restoration, Inc. | D388869774 | Finance and insurance | Jan 31, 2025 |
| Spring Valley, NY | Gold River Brokerage LLC | 5A3298B2AC | Finance and insurance | Mar 19, 2025 |
| Spring Valley, NY | Gold River Insurance Brokerage | 21538F2B91 | Finance and insurance | Jan 28, 2024 |
| Newport Beach, CA | Golden K Plans, Inc. | 34D8361791 | Finance and insurance | Mar 31, 2024 |
| Suwanee, GA | GOLDEN KEY INSURANCE | 253F87B114 | Finance and insurance | Jul 30, 2024 |
| Weston, FL | GOLDENTRUST INSURANCE OF WESTON | 4889F00A4D | Finance and insurance | Aug 22, 2024 |
| Boca Raton, FL | GOLDSTEIN HEALTHCARE BOCA RATON INSURANCE AGENCY | 5EBB7A26BF | Finance and insurance | Jul 22, 2024 |
| Greenville, SC | Goodly Agency LLC | 68692D091B | Finance and insurance | Mar 16, 2024 |
| Bala Cynwyd, PA | GOODRICH INSURANCE AGENCY INC | 2CAE248604 | Finance and insurance | Mar 11, 2026 |
| Waterloo, IA | Goodwin Insurance, Inc. | C8506E87EC | Finance and insurance | May 20, 2026 |
| Leander, TX | Goosehead Insurance | 8F9AF6CB8F | Finance and insurance | Aug 20, 2024 |
| Southlake, TX | Goosehead Insurance | 322A7662E2 | Finance and insurance | Oct 10, 2024 |
| Mansfield, TX | Goosehead Insurance | 8FDE0E38D7 | Finance and insurance | Feb 28, 2025 |
| Scottsdale, AZ | Goosehead Insurance | 34F83817D6 | Finance and insurance | Aug 14, 2025 |
| Denver, CO | Goosehead Insurance - Peakview Agency | DB7EFB1184 | Finance and insurance | Mar 6, 2025 |
| Fort Collins, CO | GOOSEHEAD INSURANCE - THE ROMANO AGENCY | E3CD1F87F3 | Finance and insurance | Aug 5, 2025 |
| Charlotte, NC | Goosehead Insurance Agency | D589D0AEDE | Finance and insurance | Jun 17, 2025 |
| Denver, CO | Goosehead Insurance-Wren McFadden Agency | 82E0ED8EF0 | Finance and insurance | Feb 28, 2025 |
| Minneapolis, MN | Gorman Insurance Agency, LLC | 7EEF7B60B3 | Finance and insurance | Aug 28, 2025 |
| Monmouth, OR | Goto Enterprises II LLC | 720A892648 | Finance and insurance | Oct 24, 2023 |
| Sanborn, NY | GPG Claims LLC | 831798FAC9 | Finance and insurance | Apr 28, 2025 |
| Costa Mesa, CA | GRACE WEALTH MANAGEMENT GROUP, INC. | 6F1CCF8393 | Finance and insurance | Apr 23, 2024 |
| Weston, FL | Grand Phoenix Insurance Advisors LLC | D0D162C62B | Finance and insurance | Feb 26, 2026 |
| Grand Rapids, MI | GRAND RISK ADVISORS LLC | 11C89B7C74 | Finance and insurance | Mar 19, 2024 |
| Pittsburgh, PA | Grandview Wealth Management | 8894FD8BD6 | Finance and insurance | Feb 27, 2025 |
| Portsmouth, NH | Granite Bay Wealth Management LLC | 4E9994F12D | Finance and insurance | Dec 5, 2023 |
| Stamford, CT | GRANITE GROUP ADVISORS LLC | 50DDE86D12 | Finance and insurance | Nov 17, 2025 |
| Laredo, TX | GranSure Insurance Agency, LLC dba Baldo Granados Agency LLC | 10D567EB26 | Finance and insurance | May 20, 2024 |
| Mars, PA | Gratton & Kerr Financial Group, LLC | 89FF4808A9 | Finance and insurance | Jan 25, 2024 |
| Austin, TX | GrayStone Insurance Group | EED11E756C | Finance and insurance | Dec 28, 2023 |
| Tarpon Springs, FL | GREAT FLORIDA INSURANCE OF LAKE WALES | 5DAD408EF9 | Finance and insurance | Feb 21, 2024 |
| South Easton, MA | Great Oak Capital Partners, LLC | 4E7611DD16 | Finance and insurance | May 30, 2025 |
| Orlando, FL | GREATFLORIDA INSURANCE OF LEE VISTA | 37AB53F733 | Finance and insurance | Mar 4, 2025 |
| Taylorsville, UT | Green Street Wealth Advisors, LLC | C0E495BDB8 | Finance and insurance | May 20, 2024 |
| Durham, NC | Grid 202 LLC | A2B7AA5989 | Finance and insurance | Oct 4, 2024 |
| Chesterfield, MO | Groundwork Insurance Services LLC | D32D08107F | Finance and insurance | Dec 31, 2024 |
| Kawkawlin, MI | GROWERS CHOICE INSURANCE AGENCY, L.L.C. | 14D4890AA3 | Finance and insurance | Jan 8, 2026 |
| Lafayette, LA | Guidents | B3E4B70BAE | Finance and insurance | Feb 27, 2026 |
| Ocala, FL | Gulf Atlantic Claims Service LLC | 34F7C24034 | Finance and insurance | Jan 26, 2026 |
| Kissimmee, FL | Gunter Insurance Group, LLC. | 1C761502F8 | Finance and insurance | Nov 13, 2024 |
| Berthoud, CO | Gwen Brooks Insurance Agency Inc | F19FCD0E99 | Finance and insurance | Apr 20, 2026 |
| Mcallen, TX | H DOS FINANCIAL SERVICES INC. | 03B3D5708A | Finance and insurance | Apr 15, 2025 |
| Boulder, CO | H&S Endeavors, LLC | 3E194DA7C2 | Finance and insurance | Mar 11, 2024 |
| Bohemia, NY | H.Q. 1 Inc. | 4B326377AF | Finance and insurance | May 21, 2025 |
| Logan, UT | Haddy Financial, LLC | 61E1CED213 | Finance and insurance | Jul 16, 2025 |
| Port Saint Lucie, FL | HAGEN GLOBAL LLC | 5EC2049166 | Finance and insurance | May 30, 2025 |
| Saint Joseph, MO | HALEY BLACK INSURANCE, INC | 9663DF14C0 | Finance and insurance | Mar 6, 2025 |
| Louisville, KY | HALL FINANCIAL GROUP LLC | CBE17A2DAA | Finance and insurance | Feb 5, 2025 |
| Brunswick, ME | Halpin With Your Money LLC | 85E4141D51 | Finance and insurance | Sep 10, 2025 |
| Westfield, IN | HAMILTON WEALTH INC. | 78AA69741B | Finance and insurance | Jun 2, 2026 |
Alphabetical order — this site ranks no one. Businesses whose latest 7(a) or 504 loan was approved since October 1, 2023, in the SBA file as of June 30, 2026. Earlier borrowers are found by search. How to read this.