Finance and insurance — page 6 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 |
|---|---|---|---|---|
| Flowery Branch, GA | Nathan Martin Insurance Agency LLC | CF4AB8BD72 | Finance and insurance | May 27, 2025 |
| Schertz, TX | Nathan Obregon Insurance Agency, Inc. | 01A2544360 | Finance and insurance | Jan 10, 2025 |
| Phoenix, AZ | NATIONAL BENEFIT CONSULTANTS, INC. | 96AF365508 | Finance and insurance | Aug 19, 2024 |
| Orem, UT | National Processing, LLC | 6F2C30D4A5 | Finance and insurance | May 29, 2025 |
| Newark, NJ | NATIONAL RECOVERY ASSOCIATES, INC. and CAWLEY & BERGMANN, LLC | D94429E75F | Finance and insurance | Mar 18, 2026 |
| Irving, TX | Nautical Star Financial Group LLC | 87C2308F9A | Finance and insurance | Nov 28, 2025 |
| Greenville, SC | Navigation Planning Group LLC | B2A4F6E169 | Finance and insurance | Apr 26, 2024 |
| Whiteland, IN | NEA Consulting Inc. | 0F3EBD8AA3 | Finance and insurance | May 14, 2024 |
| Warwick, RI | Nederlanden Marine Insurance Group LLC | 3A51F13B5A | Finance and insurance | Nov 24, 2025 |
| Reno, NV | Nelson Agency LLC | DEB9262D18 | Finance and insurance | Sep 19, 2025 |
| Woodburn, OR | NELSON FINANCIAL SOLUTIONS INC. | 8C88CE3BB9 | Finance and insurance | Nov 24, 2025 |
| Saint Louis, MO | Nema Kaye LLC | 568969B9E9 | Finance and insurance | Jul 28, 2025 |
| Savage, MN | Nepsis, Inc. | CB69A21DBC | Finance and insurance | Jun 7, 2024 |
| Miami, FL | New Health Partners | EF967EA42C | Finance and insurance | Jun 19, 2026 |
| Los Angeles, CA | New Spring Property LLC | 29DE2B4571 | Finance and insurance | May 1, 2026 |
| Austin, TX | NEW WATERLOO INSURANCE AGENCY LLC | 0E92055E7C | Finance and insurance | Mar 1, 2024 |
| Berwyn, PA | Newbridge Wealth Management, LLC | 48DED552BD | Finance and insurance | Aug 9, 2024 |
| Providence, UT | NEWPORT ADVISORY GROUP, LLC | E19722F043 | Finance and insurance | Jun 22, 2026 |
| Grand Prairie, TX | Newton Family Agency PLLC | EFCE04B7B4 | Finance and insurance | Mar 24, 2025 |
| Whitehouse, OH | Next Step Insurance Group LLC | 1B5D5CD7A4 | Finance and insurance | May 17, 2024 |
| Walnut Creek, CA | Next Step Retirement & Insurance Services LLC | D92B3140BF | Finance and insurance | Dec 11, 2024 |
| Maple Grove, MN | NGS Properties LLC | 67DEB1C862 | Finance and insurance | Feb 1, 2024 |
| Houston, TX | Nguyen Vuong LLC | F1397CE238 | Finance and insurance | May 6, 2025 |
| New York, NY | Nialls PB, LLC | 2F9C768E4D | Finance and insurance | Aug 29, 2024 |
| Greenville, SC | Niche Market Insurers Agency, inc. | 895A1CEEAD | Finance and insurance | May 13, 2024 |
| Lakewood, CO | Nick Brennan Insurance Agency Inc. | E4C2880FF9 | Finance and insurance | Jun 18, 2026 |
| Detroit Lakes, MN | Nick Christenson Insurance Agency Inc. | B08A890100 | Finance and insurance | Dec 31, 2023 |
| New Prague, MN | Nick Huber Insurance Agency Inc | A33F98417F | Finance and insurance | Aug 28, 2025 |
| Abbeville, LA | NICK PLAISANCE AGENCIES, INC. | EECC0BB21C | Finance and insurance | Jun 5, 2024 |
| Camdenton, MO | Nienhueser Agency LLC | 3AB26EB053 | Finance and insurance | Dec 1, 2023 |
| Spring Branch, TX | NIHILL INSURANCE SERVICES LLC | 220E808BE7 | Finance and insurance | Nov 12, 2024 |
| North Las Vegas, NV | NINTH ISLAND PARTNERS LLC | F897BA5587 | Finance and insurance | Dec 28, 2023 |
| Blaine, MN | Nistler Agency, Inc. | 5FD8BC9EFC | Finance and insurance | Feb 25, 2026 |
| Newton, MA | NOBLE CLUB FINANCIAL SERVICES LLC | 174764ADCA | Finance and insurance | Nov 17, 2025 |
| Clearwater, FL | Noble Insurance Partners, LLC | 42120C3E21 | Finance and insurance | Apr 22, 2024 |
| Clearwater, FL | Noble Insurance Partners, LLC | 50F5C16696 | Finance and insurance | Mar 5, 2026 |
| Wake Forest, NC | NOBLE LIFE & HEALTH LLC | A701258066 | Finance and insurance | Jan 29, 2026 |
| Mount Washington, KY | NOE INSURANCE AGENCY, INC. | F75A6B629B | Finance and insurance | Nov 12, 2024 |
| Wilmette, IL | Norful Insurance Agency Inc. | B492C73CBC | Finance and insurance | Jul 23, 2025 |
| Newton Lower Falls, MA | North Atlantic Investment Partners, LLC | A535264C37 | Finance and insurance | Jun 5, 2026 |
| Old Saybrook, CT | North Cove LLC | A8E5496C6B | Finance and insurance | May 9, 2025 |
| Seattle, WA | North Creek Capital, LLC | 42BF109D82 | Finance and insurance | Jun 14, 2024 |
| Irving, TX | North O’Connor Realty LLC | 6AF39EA151 | Finance and insurance | Aug 15, 2024 |
| Skokie, IL | NORTH SHORE RISK MANAGEMENT, LLC | 777F23E27B | Finance and insurance | May 14, 2025 |
| Turlock, CA | North Texas Benefits Group LLC | BC659C14C9 | Finance and insurance | May 5, 2025 |
| Denton, TX | North Texas Wealth Management, LLC | D2ECC2366D | Finance and insurance | Sep 29, 2025 |
| Highland Village, TX | North Texas Wealth Management, LLC | 55F5049880 | Finance and insurance | Sep 29, 2025 |
| Wellsboro, PA | Northeast Benefit Services, LLC | 56C51342AA | Finance and insurance | Mar 2, 2026 |
| Tampa, FL | Northside Insurance Group LLC | 37820A0856 | Finance and insurance | Sep 26, 2025 |
| Franklin, VA | Nottoway Financial Group LLC | 907AD07469 | Finance and insurance | Feb 4, 2026 |
| Escanaba, MI | Novascone Properties, LLC | ABAAF36FCC | Finance and insurance | Jul 30, 2024 |
| Midvale, UT | NOVATION TITLE INSURANCE AGENCY, LLC | E13CCE8EE4 | Finance and insurance | Feb 18, 2025 |
| Novato, CA | Novato Insurance Agency, Inc. | 9DF29701E8 | Finance and insurance | Jun 5, 2025 |
| Roseville, CA | NSWM, Inc. | 6B1EF6CC6F | Finance and insurance | Sep 7, 2024 |
| Orlando, FL | Nunez Jr Enterprise LLC | C1659CC2A3 | Finance and insurance | Jul 1, 2024 |
| Lake Forest, CA | Nutcracker Management, LLC | 1A2881F7AB | Finance and insurance | Jan 28, 2026 |
| Bowie, MD | NVY GROUP LLC | 9B2AAE2888 | Finance and insurance | Jan 29, 2026 |
| Rogers, AR | NWA Business Exchange Partners LLC | C7306D7420 | Finance and insurance | Jul 23, 2025 |
| Moorestown, NJ | NWE Wealth LLC | B4D4BAAB27 | Finance and insurance | Feb 14, 2024 |
| Rock Hill, SC | Nycd Investments LLC | 01F6D58A79 | Finance and insurance | Aug 15, 2024 |
| Andover, MN | Nyquist & Associates LLC | 5780EAA704 | Finance and insurance | May 29, 2025 |
| Tampa, FL | O Legacy Holdings LLC | C5FD8E5601 | Finance and insurance | Nov 4, 2023 |
| Albany, OR | O'Brien Agency Inc. | A8B30335C8 | Finance and insurance | Dec 23, 2024 |
| Mooresville, NC | O'Brien Home Loans, LLC | E1D4F5F750 | Finance and insurance | May 7, 2024 |
| Ferndale, MI | O.P. & Associates L.L.C. | 1A257BB62C | Finance and insurance | Dec 2, 2023 |
| Hershey, PA | Oak Family Properties, LLC | C849CC64B7 | Finance and insurance | May 21, 2025 |
| Myrtle Beach, SC | Oak Street Advisors, Inc. | 857D18F75D | Finance and insurance | Feb 8, 2026 |
| Isle, MN | Oberfeld Insurance | C821DBBCEF | Finance and insurance | Jun 11, 2025 |
| Venice, FL | OCEANSIDE AGENCY LLC | 5BAD6DC32E | Finance and insurance | Jul 10, 2025 |
| Ridgefield Park, NJ | Ochoa Insurance Agency Inc. | C7AD329FD7 | Finance and insurance | May 26, 2026 |
| Hillsboro, OH | ODELL CAPITAL MANAGEMENT INC | 23E697B1F7 | Finance and insurance | Dec 17, 2025 |
| Orlando, FL | ODIN ENTERPRISE 19 LLC | E9959F3B18 | Finance and insurance | Apr 12, 2026 |
| Mount Pleasant, UT | OG Holdings LLC | FEEE19B45F | Finance and insurance | Jan 14, 2025 |
| Atlanta, GA | Ogletree Financial LLC | 1F18817376 | Finance and insurance | Aug 3, 2024 |
| Miami Lakes, FL | OGM FINANCIAL CORP | F0AA608974 | Finance and insurance | Apr 15, 2025 |
| Denver, CO | Oguntuase Legacy Group LLC | 331A3A0C0E | Finance and insurance | Feb 11, 2025 |
| Jonesboro, GA | Ojeda & Young Holdings LLC | 5B9DEF3339 | Finance and insurance | Oct 20, 2023 |
| Annapolis, MD | Old Bay Insurance Agency, Inc. | 3BE581DDB4 | Finance and insurance | Dec 4, 2023 |
| Shreveport, LA | Olimal Company L.L.C. | 0C18004208 | Finance and insurance | Nov 25, 2024 |
| Columbia, SC | Olivet Financial LLC | 5846B10A5E | Finance and insurance | Jun 17, 2026 |
| Salem, OR | Olson Insurance Group, LLC | 9741EB9774 | Finance and insurance | Jun 26, 2024 |
| Dallas, TX | OLUNNA LLC | 15067B9F0D | Finance and insurance | Nov 17, 2025 |
| Tooele, UT | Olyptus LLC | 6F6371E3DA | Finance and insurance | Apr 28, 2026 |
| Lafayette, CA | Omega Investment Management | C3A06D9D2E | Finance and insurance | May 13, 2024 |
| Cypress, TX | Oncken Insurance Agency, P.C. | 3897A000C2 | Finance and insurance | Feb 25, 2026 |
| San Antonio, TX | One Advocate Holdings LLC | 135EF7E2E7 | Finance and insurance | Dec 22, 2023 |
| Seattle, WA | One Day LLC | 9AD7E5B654 | Finance and insurance | Jun 21, 2024 |
| Seattle, WA | One Day LLC | 94EE1EC149 | Finance and insurance | Sep 8, 2025 |
| Danvers, MA | One Source Wealth Management, LLC | 12780E522A | Finance and insurance | Dec 22, 2025 |
| Cincinnati, OH | ONE TOO MANY INSURANCE AGENCY, INC. | 1CEC9CAA3C | Finance and insurance | Mar 4, 2025 |
| Glenwood, IL | ONE UNIVERSAL CLAIMS AND CONSULTING INC | 4F006407CA | Finance and insurance | Dec 9, 2024 |
| Hicksville, NY | Onelife Brokerage Inc | A6FABE23EA | Finance and insurance | Feb 4, 2026 |
| South Jordan, UT | OneQuest Insurance Solutions LLC | 66A0F3E872 | Finance and insurance | Aug 10, 2024 |
| Tarrytown, NY | ONYX BRIDGE WEALTH GROUP LLC | B1BB3FDF64 | Finance and insurance | Sep 5, 2024 |
| Napa, CA | OOPE | B75A191793 | Finance and insurance | Sep 12, 2024 |
| Laguna Hills, CA | OPTIMIZE FINANCIAL INC. | C5C9AE27F8 | Finance and insurance | Jan 10, 2025 |
| Miami, FL | Option Insurance Solutions Agency, Inc. | 6050FACF0D | Finance and insurance | May 7, 2025 |
| Bothell, WA | OPULENCE FINANCIAL SERVICES INC | 1F06973417 | Finance and insurance | Nov 3, 2023 |
| Washington, DC | Opulent Holdings, LLC | F7C5B30AA7 | Finance and insurance | Mar 20, 2024 |
| New Lenox, IL | OrganizAmerica Inc. | A64F866CD4 | Finance and insurance | Apr 9, 2026 |
| Albuquerque, NM | Ornelas Enterprises LLC | 96DA979687 | Finance and insurance | Jan 26, 2026 |
| Tulsa, OK | Osborns AAA Insurance Inc | 56249F9446 | Finance and insurance | Apr 12, 2026 |
| Rockville Centre, NY | OSCAR ESPINAL INSURANCE AGENCY CORP. | C6E36D2737 | Finance and insurance | Dec 11, 2025 |
| Richton Park, IL | OSCAR YOUNG AGENCY, INC | FC3EAD9DA8 | Finance and insurance | Sep 16, 2025 |
| Rochester, MI | Oskey Investment Group LLC | A104CFBA49 | Finance and insurance | Mar 17, 2024 |
| Kimberly, ID | Overacre Insurance Agency | 375F5E2FA6 | Finance and insurance | May 1, 2024 |
| Evesham, NJ | Owl Family Company LLC | 9AE9D4AC9F | Finance and insurance | Nov 21, 2023 |
| Boston, MA | Oxygen Financial Boston, LLC | 81D3D4A56C | Finance and insurance | Mar 6, 2024 |
| Miami, FL | OYARCE TRADING PARTNERS LLC | 41B49643CF | Finance and insurance | Feb 10, 2024 |
| Tulsa, OK | Ozment Agency | 9968096D6D | Finance and insurance | May 10, 2024 |
| Franklinville, NJ | P.A. Spinelli, Inc. | 8481C1357B | Finance and insurance | Dec 13, 2023 |
| Celina, OH | P.K. Irwin LLC | DE64E15CF7 | Finance and insurance | Mar 19, 2024 |
| Yakima, WA | PACIFIC CREST INSURANCE OF YAKIMA,INC. | 225BB1C978 | Finance and insurance | Feb 26, 2026 |
| Vancouver, WA | Pacific Payment Systems | 7347890E25 | Finance and insurance | Apr 21, 2026 |
| Paducah, KY | Paducah Insurance Agency, LLC | 5D6F646BD1 | Finance and insurance | Dec 23, 2024 |
| Louisville, KY | Palacio & Associates Inc | 25A3E4D329 | Finance and insurance | May 21, 2026 |
| Delray Beach, FL | PALM TREE INSURANCE AGENCY, LLC | 0BD3A7B9B6 | Finance and insurance | Jan 28, 2025 |
| Columbia, SC | Palmetto Retirement and Health LLC | 090E80B81D | Finance and insurance | Jun 24, 2026 |
| Mcallen, TX | PALOMO INSURANCE GROUP INC | 328963DBCF | Finance and insurance | Nov 5, 2024 |
| Colleyville, TX | PANATELA INSURANCE GROUP LLC | 13C041DE54 | Finance and insurance | Mar 26, 2026 |
| Nokomis, FL | Pantheon Investments LLC | 3694FD59BE | Finance and insurance | Apr 7, 2025 |
| Richmond Hill, NY | Paradigm Property Services LLC | 1164CD9D7E | Finance and insurance | Jun 17, 2025 |
| Media, PA | Paragon Insurance Group LLC | 6A65E18F01 | Finance and insurance | May 26, 2026 |
| Greenwood Village, CO | Paramount Associates Wealth Management, LLC | 5792E66A01 | Finance and insurance | Jun 24, 2026 |
| Calabasas, CA | Paramount Public Adjusters | 425FB13FDF | Finance and insurance | Nov 14, 2025 |
| Doral, FL | PARDO INSURANCE AGENCY, LLC | D4D0B5AEDE | Finance and insurance | Jan 21, 2026 |
| Westfield, IN | Paris Insurance Group, LLC | 5CF163D6A8 | Finance and insurance | Aug 30, 2024 |
| Park City, UT | PARK CITY WEALTH ADVISORS | 59C5B1302E | Finance and insurance | May 15, 2025 |
| Marietta, GA | Park Financial, LLC | BA94ED208E | Finance and insurance | Mar 13, 2025 |
| Seattle, WA | Parker Insurance Agency Inc | 7DEB746C29 | Finance and insurance | May 4, 2026 |
| Wayne, PA | Parker Private Wealth Management Group, LLC | A8348A9E3F | Finance and insurance | Sep 24, 2024 |
| Tucker, GA | Parks Property Investments, LLC | D3664DA866 | Finance and insurance | Jan 11, 2024 |
| Fairfax, VA | Partner Insurance Advisors, Inc. | 54C94D1647 | Finance and insurance | May 11, 2026 |
| Pittsburgh, PA | PASQUINI INS AND FIN SVCS INC | 70FE137880 | Finance and insurance | Jun 8, 2026 |
| Salisbury, MD | Passarell Insurance Agency Inc | 4A39ED9715 | Finance and insurance | Apr 8, 2025 |
| Schaumburg, IL | PAT TUMILTY AGENCY INC. | 303430073C | Finance and insurance | Jul 28, 2025 |
| Flushing, MI | Patricia Ouellette Agency LLC | 0CFF9D3FDA | Finance and insurance | Jan 9, 2026 |
| Lowell, MI | Patrick Coffey Agency, LLC | C93B5C5942 | Finance and insurance | Jul 10, 2024 |
| Hailey, ID | Patrick M Buchanan and Co LLC | B2B8267E0A | Finance and insurance | Jan 29, 2026 |
| Scottsdale, AZ | PATRIOT EQUIPMENT FUNDING, LLC | 18F6EC1909 | Finance and insurance | Jan 27, 2026 |
| Washington, DC | Patterson Financial Group LLC | 5590ECB16F | Finance and insurance | Aug 19, 2025 |
| Burbank, CA | PAUL DIAZ INSURANCE AGENCY, INC. | D1A509F972 | Finance and insurance | Feb 11, 2026 |
| Moore, OK | Paul Harrington Insurance Agency Inc | FBEA71F915 | Finance and insurance | Oct 11, 2024 |
| Boonville, MO | PAUL INSURANCE, LLC | 91ADFCF32C | Finance and insurance | Jan 27, 2025 |
| Montrose, MN | Pavlak Insurance Agency LLC | 3E6500129D | Finance and insurance | Jun 16, 2025 |
| South Jordan, UT | Paykeeper, Inc | 1781F4A205 | Finance and insurance | Dec 9, 2023 |
| Annandale, MN | PAYLINK INC. | 92E177CD4A | Finance and insurance | Dec 8, 2025 |
| Sarasota, FL | Payments for Good, Inc. | 55F4D1E62B | Finance and insurance | Sep 6, 2024 |
| Parker, CO | PDI CO LLC | BBB164AC01 | Finance and insurance | Apr 27, 2025 |
| Atwater, CA | PEACE & GRACE INSURANCE SERVICES, LLC | 177EEBA5DC | Finance and insurance | Apr 30, 2026 |
| Quincy, MA | PEACEFUL LIFE LLC | A829901A80 | Finance and insurance | Apr 29, 2026 |
| Bonita, CA | Peak Insure Insurance Services | E9E8E66A41 | Finance and insurance | May 23, 2025 |
| Boca Raton, FL | PEAK STRATEGIES, LLC | 17227B2994 | Finance and insurance | Oct 29, 2024 |
| King Of Prussia, PA | Pegasus Financial Planning LLC | C1E93BBFFD | Finance and insurance | Jan 12, 2026 |
| North Wales, PA | PENNSYLVANIA LIFE SOLUTIONS LLC | 752D018F70 | Finance and insurance | Jun 4, 2024 |
| Lacey, WA | Penser North America, Inc | F92BD1B8A2 | Finance and insurance | Dec 2, 2023 |
| Meridian, MS | Percy Bland Insurance Agency, Inc. | 3B55993F55 | Finance and insurance | Jul 24, 2024 |
| Sunrise, FL | Performance Consulting Inc. | 53EC20EF4C | Finance and insurance | Dec 9, 2025 |
| Miami, FL | Peridot Medical Group Corp | 0168AF0DE2 | Finance and insurance | Apr 28, 2025 |
| San Luis Obispo, CA | PERISCOPE WEALTH ADVISORS | F339DA786A | Finance and insurance | May 12, 2025 |
| Cerritos, CA | Perlas Insurance Services | F168C62EA8 | Finance and insurance | Jun 17, 2026 |
| Kansas City, MO | PETER FOX INSURANCE AGENCY INC | F112422E7E | Finance and insurance | Nov 13, 2024 |
| Kansas City, MO | Peter Fox Insurance Agency, Inc. | CBEAC87331 | Finance and insurance | Mar 19, 2025 |
| Edina, MN | PETER MCHUGH INSURANCE AGENCY INC | F1D3B45313 | Finance and insurance | Apr 20, 2026 |
| Fort Collins, CO | Peter Vlcek Agency LLC | 824B3C0FC2 | Finance and insurance | Oct 24, 2024 |
| Columbus, OH | Pfeifer-Ornstein Insurance Agency LLC | 6505F87DD1 | Finance and insurance | Oct 14, 2024 |
| Naples, FL | PFS PREFERRED FINANCIAL SERVICES, INC. | 8EA2A11C96 | Finance and insurance | Dec 23, 2024 |
| Alexandria, VA | Phoenix Insurance Services, LLC | 64F94A4FE5 | Finance and insurance | Sep 11, 2025 |
| Greensboro, NC | PIEDMONT TRIAD INSURANCE AGENCY, INC. | A7BAFE8DBE | Finance and insurance | Mar 22, 2024 |
| Manhattan Beach, CA | PIER AVENUE WEALTH MANAGEMENT, LLC | BD3CEDDE89 | Finance and insurance | May 29, 2024 |
| Cold Spring Harbor, NY | PILLAI CAPITAL CORP. | 87BC82D0B2 | Finance and insurance | Apr 22, 2026 |
| Cordova, TN | Pillar Insurance, LLC | 9B29AF3FAE | Finance and insurance | May 28, 2025 |
| Washington, DC | Pine Harbor Wealth Management LLC | 6B3062E356 | Finance and insurance | Dec 12, 2023 |
| Roseville, CA | Pinedo Financial Services | CCF30F439E | Finance and insurance | May 28, 2026 |
| Wayne, PA | PITON HOLDINGS, LLC | 3B00C9B3E0 | Finance and insurance | Apr 23, 2025 |
| Garland, TX | Pitts, Fennell & Associates LLC | E3D5A84599 | Finance and insurance | Oct 31, 2024 |
| Canonsburg, PA | PITTSBURGH FINANCIAL CONSULTANTS, INC. | 84C57515F1 | Finance and insurance | Apr 16, 2024 |
| Pittsburgh, PA | PJ Chambers Services LLC | 7DFC5D5B14 | Finance and insurance | Mar 1, 2024 |
| Silverdale, WA | PJI, Inc. | 6DB80737C4 | Finance and insurance | Dec 27, 2023 |
| Eau Claire, WI | PK Capital, LLC | 7F0948F2D2 | Finance and insurance | Jan 28, 2026 |
| Fullerton, CA | Plan Well, Be Well | 499835BCB6 | Finance and insurance | May 23, 2025 |
| Orlando, FL | PlanLife LLC | 31C9F11C54 | Finance and insurance | Jun 25, 2026 |
| Glen Rose, TX | Plaster Prosperities, LLC | B3D0A15B71 | Finance and insurance | Mar 7, 2024 |
| Humble, TX | PLATINUM RISK SOLUTIONS GROUP, LLC | 4D4B516F2E | Finance and insurance | Mar 13, 2024 |
| Omaha, NE | Plattehaven Solutions LLC | FF9372FD80 | Finance and insurance | Apr 3, 2026 |
| Tolland, CT | Plemons Agency, LLC | 60E526A16D | Finance and insurance | Mar 18, 2025 |
| Springfield, IL | Plumb Family Inc | 5CB495EBB9 | Finance and insurance | Apr 15, 2025 |
| Grosse Pointe Farms, MI | Pointe Capital Management LLC | FA3414D9B5 | Finance and insurance | Mar 19, 2024 |
| Winter Springs, FL | Pontell Insurance and Financial Group, Inc. | 862BDCEA49 | Finance and insurance | Sep 16, 2024 |
| Yorba Linda, CA | Pope Insurance Agency Inc | 9281A97D15 | Finance and insurance | Oct 25, 2024 |
| Evergreen Park, IL | Porter Cullen's Inc | F5A334E8A9 | Finance and insurance | Aug 19, 2024 |
| Portland, OR | PORTLAND INSURANCE & TAX SERVICES LLC | E81E5D52B5 | Finance and insurance | May 31, 2024 |
| Austin, TX | Potvin Agency, LLC | 7295A2EF77 | Finance and insurance | Jan 14, 2026 |
| Brookfield, CT | POWDERHORN ACQUISITION COMPANY, LLC | C6EFFAEE23 | Finance and insurance | Jul 9, 2024 |
| Spartanburg, SC | Powell Agency LLC | 600FF9F59C | Finance and insurance | Jun 23, 2026 |
| Powell, OH | Powell Title Agency LTD | 6CBD6B5FEB | Finance and insurance | Oct 10, 2023 |
| Columbus, OH | PPBJ Management, LLC | 0F58A689AB | Finance and insurance | Aug 22, 2024 |
| Cupertino, CA | PPWM, LLC | E2511FD0A1 | Finance and insurance | Feb 18, 2026 |
| Bedford, NH | PRECISION LENDING LLC | BCDEBA5BA3 | Finance and insurance | Jun 9, 2026 |
| Indianapolis, IN | Preddie & Associates, LLC | 6AE249C4B0 | Finance and insurance | Dec 3, 2024 |
| Denver, CO | Premier Group Insurance/ Lizbeth Mendez LLC | 85C0E42407 | Finance and insurance | Dec 23, 2024 |
| Hickory, NC | Premier Planning Group NC, LLC | 33C95847EF | Finance and insurance | Jun 3, 2024 |
| Philadelphia, PA | Premier Public Adjusters, LLC | 426576E94C | Finance and insurance | Jan 6, 2026 |
| Brooklyn, NY | Premiere Insurance Brokerage | 979B0D1C87 | Finance and insurance | Dec 15, 2025 |
| Bellefontaine, OH | PRESCRIPTION BLISS LLC | 58EBE9D584 | Finance and insurance | Jun 20, 2025 |
| Atascadero, CA | PRESERVATION CAPITAL GROUP, LLC | DD889FB426 | Finance and insurance | Apr 16, 2024 |
| Dallas, TX | Preservation Capital, LLC | E4F5FD7C86 | Finance and insurance | May 6, 2025 |
| Grand Blanc, MI | PRESTON HOME LOANS LLC | F647BF40CB | Finance and insurance | Jun 12, 2026 |
| Fort Collins, CO | Prime ATM Inc | 5E86828DA9 | Finance and insurance | May 21, 2025 |
| Dublin, GA | Prime Financial Network LLC | 0047FDAF53 | Finance and insurance | Dec 23, 2024 |
| Covington, KY | PrimeAdjusting LLC | BED9AE19EC | Finance and insurance | May 22, 2026 |
| Fresno, CA | Primos Auto Insurance Services Inc | 74034BDB0D | Finance and insurance | Nov 29, 2024 |
| San Fernando, CA | PRINCESSA INSURANCE SERVICES INC | 6F21FB7333 | Finance and insurance | Aug 11, 2025 |
| Denver, CO | PRISM Financial Strategies, LLC | D5E97E1E09 | Finance and insurance | Jun 26, 2025 |
| Denver, CO | PRISM Insurance Strategies, LLC | 2F2A179798 | Finance and insurance | Jun 2, 2026 |
| Northbrook, IL | Prizm Insurance, Inc. | 264704BB7D | Finance and insurance | Mar 27, 2025 |
| Phoenix, AZ | Pro Financial Insurance Agency Inc. | 77F8E3054F | Finance and insurance | Dec 15, 2023 |
| Cypress, TX | Pro Insure | 7B09A52A38 | Finance and insurance | Oct 27, 2023 |
| Cincinnati, OH | Pro Market Collaborators LLC | BE292A48AC | Finance and insurance | Oct 24, 2023 |
| San Diego, CA | Professional Fiduciaries of San Diego, Inc. | A5677E40DE | Finance and insurance | Feb 25, 2025 |
| Miami, FL | PROMINENT SERVICES INC | 74BA786EB1 | Finance and insurance | Feb 14, 2024 |
| Aliso Viejo, CA | Promise Home Loans, Inc. | AA1A72BBB0 | Finance and insurance | Feb 11, 2025 |
| Columbia, MO | PROPARTNERS WEALTH LLC | 6F9128E1DE | Finance and insurance | Sep 11, 2025 |
| Peachtree Corners, GA | Property Loss Services, Inc | A6D6524566 | Finance and insurance | Jun 10, 2024 |
| Doral, FL | Prosper with Purpose Financial LLC | FAC5353186 | Finance and insurance | Jan 8, 2025 |
| Toms River, NJ | PROSPR FINANCIAL WELLNESS | C522388396 | Finance and insurance | Feb 13, 2026 |
| Denver, CO | Protege 1st Insurance | BAF8ECCF27 | Finance and insurance | Apr 26, 2024 |
| Denver, CO | Protege Insurance Group LLC | BEC2728525 | Finance and insurance | Dec 4, 2025 |
| Cumberland, RI | Protein Specialists LLC | A027A90464 | Finance and insurance | Jul 1, 2024 |
| South Charleston, WV | PROVIDENCE INSURANCE AGENCY LLC | 61001DA7A5 | Finance and insurance | Jan 27, 2025 |
| Peoria, AZ | PROVIDENCE INSURANCE AGENCY LLC | 56D946B45A | Finance and insurance | Feb 20, 2026 |
| Silverdale, WA | Provident Living Advisors LLC | C506328473 | Finance and insurance | Apr 28, 2025 |
| Rochester Hills, MI | PRYSOCK INSURANCE GROUP LLC | 9FB0F1D8D0 | Finance and insurance | Nov 13, 2025 |
| Miami, FL | PSI | 799BFE2698 | Finance and insurance | Aug 26, 2024 |
| Poughkeepsie, NY | PTI CONSULTING SERVICES CORP | 7E106D64C3 | Finance and insurance | May 15, 2026 |
| Franklin, TN | Public Risk Insurors | 1DCB6B8A33 | Finance and insurance | May 15, 2024 |
| Clio, MI | PUBLIK LLC | 6D35FDE7EF | Finance and insurance | Feb 29, 2024 |
| Guaynabo, PR | Pulido Quintana LLC | 1497E58876 | Finance and insurance | Nov 13, 2024 |
| Spanish Fork, UT | PURCO FLEET SERVICES, INC. | B6BEE9C4FE | Finance and insurance | Mar 31, 2026 |
| Bellingham, WA | Pure Loans LLC | D4B9B9B467 | Finance and insurance | Jan 19, 2024 |
| Henderson, NV | Purvines Management LLC | 3D52774724 | Finance and insurance | Dec 10, 2024 |
| Providence, RI | Quetta Insurance Agency LLC | 27E6E6CC5D | Finance and insurance | Apr 29, 2026 |
| Renton, WA | R & G GROUP LLC | BBA58BE3FE | Finance and insurance | Mar 11, 2026 |
| Sartell, MN | R & R INSURANCE ADVISORS, INC. | 24CEF4D559 | Finance and insurance | Jun 10, 2024 |
| Greensburg, PA | R BENDER INC | 816FC02C70 | Finance and insurance | Sep 27, 2024 |
| Henderson, NV | R Hartvigsen Insurance Agency | CA59A119DF | Finance and insurance | Mar 13, 2025 |
| Alameda, CA | R Squared Partners LLC | A067477BD6 | Finance and insurance | Sep 16, 2025 |
| Lock Haven, PA | R&B Insurance Services, LLC | B21C454C44 | Finance and insurance | Jan 27, 2026 |
| Schaumburg, IL | R. C. KELLER & COMPANY LLC | F676D914FB | Finance and insurance | Feb 5, 2025 |
| Meriden, CT | R. G. Wealth Management, LLC | AD83D40966 | Finance and insurance | Apr 4, 2025 |
| Moorestown, NJ | R4 ENTERPRISES LLC | 026178BB5A | Finance and insurance | Jun 25, 2024 |
| Grand Rapids, MI | RA O'Neal, LLC | E71D874186 | Finance and insurance | Jun 25, 2024 |
| Sacramento, CA | RADMACHER FAMILY AGENCY, INC. | AE4820C700 | Finance and insurance | Nov 13, 2025 |
| Delray Beach, FL | Rain Advisors, LLC | 8443888464 | Finance and insurance | Apr 14, 2024 |
| Oklahoma City, OK | Rain Tree Asset Management Group | 96A483B386 | Finance and insurance | Dec 23, 2024 |
| Denver, CO | Raincatcher, LLC | C6869253FB | Finance and insurance | Mar 25, 2025 |
| New Fairfield, CT | RAJE PROPERTIES LLC | 9CF021D2CC | Finance and insurance | Jan 16, 2026 |
| Bonita, CA | RALPH SANCHEZ INSURANCEAGENCY, INC. | AA4C2EE9B5 | Finance and insurance | Nov 15, 2024 |
| Royal Oak, MI | Ramos Insurance Agency LLC | C1843F4528 | Finance and insurance | Nov 13, 2025 |
| Baytown, TX | Randy Casey Properties LLC | D3391C1D12 | Finance and insurance | Mar 23, 2026 |
| Peachtree City, GA | RANDY WEAVER AGENCY, INC. | F83D285C2F | Finance and insurance | Nov 8, 2023 |
| Eugene, OR | Raschio Insurance Agency LLC | 4E023B914F | Finance and insurance | Dec 18, 2024 |
| Richfield, OH | Rate Tracker Payments, LLC | EE940B589B | Finance and insurance | Jan 6, 2025 |
| San Antonio, TX | RAUL CASTILLO INSURANCE AGENCY LLC | D965EBEBBB | Finance and insurance | Nov 1, 2024 |
| Pasadena, CA | RAYES INSURANCE AGENCY, INC. | A5E22DD440 | Finance and insurance | Jan 15, 2025 |
| North Royalton, OH | Rayl Insurance, LLC | BCB98AA297 | Finance and insurance | Jan 13, 2024 |
| Salem, OR | RBN Insurance LLC | B4060A5953 | Finance and insurance | May 23, 2025 |
| Omaha, NE | RDS INVESTMENTS, INC. | DA440112B7 | Finance and insurance | Dec 3, 2024 |
| Sterling Heights, MI | Reagan Insurance Agency | 3E1EA9DACE | Finance and insurance | Jun 4, 2024 |
| Belgrade, MT | Rector Insurance Agency Inc | CE8BBA1196 | Finance and insurance | Nov 24, 2025 |
| Rancho Cucamonga, CA | Red White Silver Oak Ventures LLC | C7336B5592 | Finance and insurance | Apr 29, 2025 |
| Spokane, WA | Redfynn Technologies, LLC | 35414CA6CF | Finance and insurance | Jun 23, 2025 |
| Salida, CO | Redgreen LLC | 0C973EDF7D | Finance and insurance | Sep 5, 2024 |
| Minnetonka, MN | Refine Wealth Strategies | 5345ECD830 | Finance and insurance | Sep 21, 2024 |
| Seatac, WA | Rehberg Law Group, PLLC | 8CAA73F119 | Finance and insurance | Dec 13, 2023 |
| Spanish Fort, AL | Reilly Chunn Insurance Agency Inc | 7967E08C78 | Finance and insurance | Sep 30, 2025 |
| Concord, NH | Reliable Insurance Solutions, LLC | 365DE530B2 | Finance and insurance | Jan 7, 2025 |
| Mount Prospect, IL | RENI VASILEVA INSURANCE AGENCY INC. | FEF8460485 | Finance and insurance | Oct 30, 2024 |
| Cedar Park, TX | Resa Holdings LLC | 51BEC2E590 | Finance and insurance | Oct 10, 2024 |
| Indian Harbour Beach, FL | Resolute Wealth Planning LLC | FE143706AD | Finance and insurance | May 21, 2026 |
| East Syracuse, NY | RESTORATION PRO, LLC | 5625DF67B2 | Finance and insurance | May 28, 2024 |
| Centerville, OH | Retirement and Advanced Markets Solution | A327D8F79C | Finance and insurance | Aug 11, 2025 |
| Newark, OH | Retirement Blueprints Real Estate Holdings, LLC | D74A07A767 | Finance and insurance | Aug 12, 2024 |
| Sarasota, FL | Retirement Consultants of SW Florida LLC | 94F8D49DBA | Finance and insurance | Aug 7, 2025 |
| Cincinnati, OH | Retirement Matters, LLC | 147C8B6B92 | Finance and insurance | Dec 19, 2023 |
| Pensacola, FL | Reyes Wealth Management, LLC | 46BDD4E18B | Finance and insurance | Aug 19, 2024 |
| Tamarac, FL | Reynoso Insurance Service DBA Insurance Nation | B287303C7F | Finance and insurance | May 30, 2024 |
| Las Vegas, NV | RF Life Solutions LLC | 0F6D21C57F | Finance and insurance | Dec 21, 2023 |
| Chaska, MN | RG Insurance Agency LLC | 4626CF2C6A | Finance and insurance | Dec 18, 2025 |
| Katonah, NY | RG NATIONAL BUSINESS SERVICES, INC. | 239FD8A00B | Finance and insurance | Nov 4, 2023 |
| West Allis, WI | RG Relics, LLC | 272BAB970A | Finance and insurance | Jan 2, 2025 |
| Vero Beach, FL | RGR ADJUSTING LLC | 966570AC8B | Finance and insurance | Apr 24, 2026 |
| Uniontown, OH | RHINO BAY INSURANCE LLC | 7300D6DE4E | Finance and insurance | Jan 10, 2024 |
| Lincoln, NE | RHODES INDUSTRIAL SOLUTIONS, LLC | 06F7760B18 | Finance and insurance | Sep 30, 2025 |
| Mount Shasta, CA | Rich Toreson Insurance Agency Inc | BF3BB28F54 | Finance and insurance | Mar 24, 2026 |
| Richland, WA | Richard Miller Insurance Agency, LLC | EA4E3D4938 | Finance and insurance | Mar 10, 2025 |
| Lincoln, NE | RICHARDS FINANCIAL ADVISING, INC | D16E87DF17 | Finance and insurance | Jul 9, 2025 |
| Lincoln, NE | RICHARDS FINANCIAL ADVISING, INC. | F1853A05A0 | Finance and insurance | Jan 6, 2024 |
| Kingwood, TX | Richey Insurance Agency, LLC | E78378AA8B | Finance and insurance | Aug 1, 2024 |
| Duluth, GA | Richmond Family Holdings, LLC | 1C39C34D2C | Finance and insurance | Feb 13, 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.