Finance and insurance — page 8 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 |
|---|---|---|---|---|
| Whittier, CA | THE DUI EXPERTS LLC | 5630922CA6 | Finance and insurance | Jun 10, 2026 |
| Summerville, SC | THE DUSTIN MCCLAIN GROUP, LLC | A8F5E6D5C2 | Finance and insurance | Oct 31, 2024 |
| Plymouth, MI | The Ellison Group Insurance Agency L.L.C. | 459AE90A18 | Finance and insurance | Feb 26, 2024 |
| Chattanooga, TN | The Ferman Agency, LLC | 54163A81AE | Finance and insurance | May 22, 2025 |
| Edmond, OK | THE FIT DOS LLC | 5210AA6F81 | Finance and insurance | Feb 28, 2025 |
| Atlanta, GA | The Fletcher Agency LLC | 6A501E5571 | Finance and insurance | Nov 28, 2023 |
| Henderson, NV | THE FLYNN GROUP | 9249085C47 | Finance and insurance | Jan 23, 2024 |
| Patchogue, NY | The Garone Group Inc. | 10761F9638 | Finance and insurance | Jun 25, 2025 |
| Florence, AL | The Garrison Agency LLC | 36153CC879 | Finance and insurance | Mar 7, 2024 |
| Grapevine, TX | THE GEORGE INSURANCE GROUP, LLC | 2DF4FB080F | Finance and insurance | Feb 28, 2025 |
| Lutherville Timonium, MD | The Gerstman Agency LLC | 8EF888D084 | Finance and insurance | Oct 5, 2023 |
| Taylorsville, UT | The Gomez Group, Luisa Rueda Group, Luisa Rueda, Miguel Andres Gomez, and Ruben Gomez | 2B8DC17CCC | Finance and insurance | Sep 3, 2025 |
| Denton, TX | The Gray Group Insurance Brokerage Inc. | 544D95E3E8 | Finance and insurance | May 14, 2024 |
| Phoenix, AZ | The Guy Insurance Agency LLC | 8812070352 | Finance and insurance | Jan 22, 2026 |
| Loxahatchee, FL | The Health Agents Inc | 55910A4D58 | Finance and insurance | May 20, 2024 |
| Mechanicsburg, PA | The Henschke Group Inc | 23FDBA939E | Finance and insurance | Dec 1, 2025 |
| Houston, TX | THE HONG INSURANCE & SERVICES | 72F4860C6C | Finance and insurance | Sep 30, 2025 |
| Richland, MS | The John Parker Agency | 53B1050FBB | Finance and insurance | Oct 25, 2024 |
| Bradenton, FL | The JW AGENCY INC. | A1BEC6C04C | Finance and insurance | Sep 24, 2024 |
| Hanover, PA | The K2C2 Agency LLC | AA56882543 | Finance and insurance | Feb 12, 2025 |
| Greenwood, IN | The Kari Shepherd Agency LLC | 4D9C926A6C | Finance and insurance | May 15, 2025 |
| Wilmington, DE | THE KARS AGENCY INC | B2DC44D914 | Finance and insurance | Dec 17, 2023 |
| Spring, TX | The Kimball Group LLC | 4A0672757A | Finance and insurance | Dec 27, 2024 |
| Southfield, MI | The Kirkland Agency LLC | 6236644DBF | Finance and insurance | May 7, 2024 |
| Farmington, MI | The Kirkland Agency LLC | 978E64786A | Finance and insurance | Mar 5, 2025 |
| Bountiful, UT | The Leavitt Agency, Inc | BB070F2F1E | Finance and insurance | Nov 11, 2023 |
| Nixa, MO | THE LIRIKO GROUP LLC | 04B29114A6 | Finance and insurance | Sep 15, 2025 |
| Palos Heights, IL | THE LUKACEK AGENCY, INC. | 9A5208660C | Finance and insurance | Mar 2, 2024 |
| Tonawanda, NY | The Mavrak Investors Inc. | 32A12AC5A4 | Finance and insurance | May 1, 2025 |
| Jesup, GA | The McIlwain Company Ltd. Co | A0B2D4537E | Finance and insurance | Aug 1, 2024 |
| Anaheim, CA | The McKenna Family Trust | D9E1E00966 | Finance and insurance | Aug 16, 2024 |
| Kapaa, HI | The Medicare Geek | 143F965271 | Finance and insurance | Sep 3, 2025 |
| Augusta, GA | The Menk Agency LLC | 6B18973E45 | Finance and insurance | Mar 4, 2026 |
| Atascadero, CA | The Morrow Family Trust, dated July 18, 2014 | 3641413FE6 | Finance and insurance | Nov 29, 2023 |
| Nixa, MO | The Ozarks Financial Group, LLC | 3C34B4C767 | Finance and insurance | Sep 11, 2024 |
| West Lafayette, IN | The P E Tucker Insurance Agency Inc | 7BAEEDC7F9 | Finance and insurance | Dec 1, 2023 |
| Mendenhall, MS | The Palmer Insurance Agency, LLC | 66723BC989 | Finance and insurance | Oct 31, 2024 |
| Decatur, AL | The Pearl Agency LLC | 490B4D26CB | Finance and insurance | Jul 1, 2024 |
| Boston, MA | THE PENSO AGENCY LLC | AF5CC8E2BA | Finance and insurance | Nov 18, 2025 |
| Las Vegas, NV | The Perlas Group, Inc. | 09D7F1C443 | Finance and insurance | Sep 27, 2025 |
| Bellevue, WA | The Petricic Phillips Financial Group LLC | 9C374FF1E0 | Finance and insurance | Jun 6, 2025 |
| Surprise, AZ | The Premier Agency LLC | 417E407014 | Finance and insurance | Oct 22, 2024 |
| Annapolis, MD | The Price-Hollingsworth Company, Inc. | B986695819 | Finance and insurance | Mar 7, 2024 |
| Asheville, NC | The Pritchett Company LLC | 82EB21E0E0 | Finance and insurance | Aug 16, 2024 |
| Harrison, ID | The Private Client Company, LLC | EBD4657390 | Finance and insurance | Jan 12, 2026 |
| Santa Rosa Beach, FL | The Pryor Agency, LLC | 3106FE54B9 | Finance and insurance | Jun 12, 2024 |
| Yorktown Heights, NY | The Pujols Agency | 02199DB326 | Finance and insurance | May 13, 2024 |
| Portland, OR | The Quaresma Group LLC | F450D987CF | Finance and insurance | Jan 29, 2026 |
| La Porte, IN | The Region Public Adjusters LLC | 3DB7ACFFA2 | Finance and insurance | Jan 18, 2024 |
| Broken Arrow, OK | The Robert Ramsey Agency LLC | 66CD118585 | Finance and insurance | Dec 3, 2024 |
| Hawthorne, CA | The Romero Investments, LLC | 2342C8E0EB | Finance and insurance | Dec 9, 2024 |
| Thorton, CO | The Runden Agency, LLC | A1303A47BD | Finance and insurance | Nov 20, 2025 |
| Cornelius, NC | THE RV INSURANCE SHOP LLC | 3D4255FBCE | Finance and insurance | Nov 19, 2024 |
| Grapevine, TX | The Seed Agency, Inc. | 1294886D6A | Finance and insurance | Feb 14, 2024 |
| Fort Worth, TX | The Shields Agency | 17888AB772 | Finance and insurance | Sep 12, 2024 |
| Minneapolis, MN | The Shiff Group Inc | 89518906A7 | Finance and insurance | Sep 29, 2025 |
| Garnet Valley, PA | The Skelley Group LLC | 7C2531AAA7 | Finance and insurance | Feb 18, 2025 |
| Warwick, RI | The Slocum Agency, Inc. | D83A2AF332 | Finance and insurance | Mar 13, 2024 |
| Hamilton Township, NJ | THE SMITH AGENCY LLC | DFFA600D10 | Finance and insurance | Feb 5, 2025 |
| Houston, TX | The Spindle Group Inc | 35339AA43E | Finance and insurance | Dec 17, 2024 |
| Katy, TX | The Swanson Family Agency LLC | B4030CE663 | Finance and insurance | Jan 13, 2024 |
| Santa Clara, CA | The Tappan Group Inc. | B4F6E2E018 | Finance and insurance | Sep 17, 2024 |
| Fort Worth, TX | The Tenholder Agency, LLC | 41A1090CCD | Finance and insurance | Jul 16, 2025 |
| Marlton, NJ | The Thompson Group Insurance Agency LLC | 8D4F0C6943 | Finance and insurance | Jun 15, 2026 |
| Springport, MI | The Ward Insurance Group Inc | 43F6770511 | Finance and insurance | Jul 2, 2025 |
| Winter Haven, FL | THE WEALTHY FAMILY CORP | D771047942 | Finance and insurance | May 28, 2026 |
| Kingwood, TX | The West Agency, LLC | 27B586BC96 | Finance and insurance | Apr 24, 2025 |
| Tucker, GA | The Williamson Insurance Group Incorporated | 72C301E0F9 | Finance and insurance | Aug 26, 2024 |
| Milton, FL | The Wingate Group, Inc. | 84B6D6150C | Finance and insurance | May 14, 2026 |
| Indianapolis, IN | The Wottring Agency | 6CA0D1CDF5 | Finance and insurance | Feb 11, 2025 |
| Long Beach, CA | The Wright Agency LLC | 6E1FAFD10D | Finance and insurance | Jan 10, 2025 |
| Washington, MI | The Zambas Insurance Group LLC | 07B7D174E6 | Finance and insurance | Oct 30, 2024 |
| Duncanvillle, TX | THIBODEAUX INSURANCE AND FINANCIAL | 1E848006B5 | Finance and insurance | May 14, 2026 |
| Duncanville, TX | THIBODEAUX INSURANCE AND FINANCIAL SERVICES, INC. | 17C5032B8B | Finance and insurance | Oct 23, 2024 |
| San Francisco, CA | Thomas D Li Insurance Agency LLC | 61DC7FD8E2 | Finance and insurance | Apr 17, 2024 |
| Pittsburgh, PA | THOMAS FINANCIAL ADVISORY GROUP | 24BB0E0089 | Finance and insurance | Oct 2, 2024 |
| Brewer, ME | Thomas W Duff LLC | 498C16AD1E | Finance and insurance | Dec 16, 2024 |
| Montclair, NJ | THOMAS WOODS INSURANCE AND FINANCIAL SERVICES,INC | B45F45D51D | Finance and insurance | Apr 21, 2025 |
| Pittsburgh, PA | THOMPSON FINANCIAL PLANNING, LLC | C7CD0F8890 | Finance and insurance | Jan 24, 2025 |
| Fort Collins, CO | Thompson Insurance Agency, LLC | 88F6E4C11E | Finance and insurance | Apr 11, 2024 |
| Farmington Hills, MI | Thorpe Agency | F38848808E | Finance and insurance | Jan 11, 2024 |
| Stillwater, MN | Three Cords Financial LLC | 6FD845954F | Finance and insurance | Aug 1, 2024 |
| Northglenn, CO | Three Point Mortgage, LLC | 714D076C3B | Finance and insurance | May 5, 2025 |
| Oklahoma City, OK | THRIVE INSURANCE, INC. | 9D605A844D | Finance and insurance | Jan 16, 2025 |
| Tampa, FL | ThriveLife 360 LLC | 48BC3420B0 | Finance and insurance | Feb 21, 2025 |
| Tampa, FL | Thrivelife 360 LLC | 88DFC4EB21 | Finance and insurance | Mar 24, 2026 |
| Ketchum, ID | TIM JENESON INSURANCE AGENCY, INC. | A80D739609 | Finance and insurance | Jul 22, 2025 |
| Kenosha, WI | Tim Werwie Insurance Agency, Inc. | FDD50A98AA | Finance and insurance | Nov 18, 2025 |
| Buena Park, CA | TIME 123 INSURANCE SERVICES, INC | E3A3A84F02 | Finance and insurance | Jan 29, 2026 |
| Yardley, PA | Tirendi Financial Group, LLC | 943D5C092F | Finance and insurance | Apr 21, 2026 |
| Chambersburg, PA | TJY Agency LLC | 2C46876F0D | Finance and insurance | Nov 12, 2024 |
| Columbus, GA | TK Agency, LLC | DA9D368460 | Finance and insurance | Jul 8, 2025 |
| Los Alamitos, CA | TLondon Insurance Services LLC | 9BC7EC4B65 | Finance and insurance | Apr 22, 2026 |
| Live Oak, TX | TLSIG LLC | EE8324B792 | Finance and insurance | Dec 7, 2023 |
| San Antonio, TX | TLSIG LLC | 61440E4689 | Finance and insurance | Jun 4, 2025 |
| Chicago, IL | TLT REAL ESTATE, LLC | 9C5A5312D8 | Finance and insurance | Aug 20, 2024 |
| Elkhorn, NE | Today's Benefits Inc | BC79207F90 | Finance and insurance | Mar 25, 2025 |
| Albuquerque, NM | Tom Kuan Agency LLC | B5327D4BC0 | Finance and insurance | Oct 13, 2023 |
| North Chesterfield, VA | TOM PEARSON INSURANCE AGENCY, INC. | 2F06E38E7B | Finance and insurance | Nov 24, 2023 |
| Las Vegas, NV | Tomanovich Partners LLC | E4AC3DE1EC | Finance and insurance | May 3, 2024 |
| Las Vegas, NV | TOMANOVICH PARTNERS, LLC | 6F5370509B | Finance and insurance | May 17, 2024 |
| Flushing, NY | TOMIN L.L.C. | 86F23A5C36 | Finance and insurance | Jun 14, 2024 |
| Raleigh, NC | Tommy Kelaher State Farm | 7F8E2E0132 | Finance and insurance | Mar 24, 2025 |
| Portland, OR | TONI BEGIC INSURANCE AGENCY LLC | 76077998C9 | Finance and insurance | Mar 3, 2025 |
| Cullman, AL | TONYA WILLIAMS AGENCY, INC. | DB9F43CD48 | Finance and insurance | Jan 26, 2024 |
| Los Angeles, CA | Toropoint Financial, LLC | 2E86513202 | Finance and insurance | Jun 7, 2024 |
| Fort Worth, TX | Toth Insurance Agency LLC | 1A58DADD93 | Finance and insurance | Jun 11, 2026 |
| Lake Worth, FL | TOWERS MODIFICATIONS UNLIMITED, , INC. | F51352276D | Finance and insurance | Nov 15, 2023 |
| Rancho Cucamonga, CA | TPG INSURANCE SERVICES | 1D6F2F7949 | Finance and insurance | Sep 11, 2024 |
| Henrico, VA | Tracey Portillo Insurance Agency, LLC | 2E6A8169AA | Finance and insurance | Sep 18, 2024 |
| Queensbury, NY | TRAINA INSURANCE AND FINANCIAL SERVICES | 6C6D6D3E4D | Finance and insurance | May 12, 2026 |
| Norcross, GA | TRAMITES EXPRESS LLC | E5545C9E2F | Finance and insurance | Jan 28, 2026 |
| Seattle, WA | Transformational Advisory Group LLC | 19D19012F9 | Finance and insurance | Oct 19, 2023 |
| Itasca, IL | TRAPP FINANCIAL LLC | 381E61D0CB | Finance and insurance | Nov 4, 2024 |
| La Grange, KY | TRAVIS PETERS INSURANCE AND FINANCIAL SERVICES, INC. | 5718B25EA8 | Finance and insurance | Nov 24, 2023 |
| North Little Rock, AR | TREAT INSURANCE AGENCY, INC | 9EDD71496D | Finance and insurance | Mar 26, 2026 |
| Easton, MD | TRED AVON FAMILY WEALTH, LLC | 0ECF70B003 | Finance and insurance | Mar 24, 2025 |
| Lake Suzy, FL | Tri-County Educators Insurance, LLC | 4EAD631913 | Finance and insurance | Feb 27, 2026 |
| Onalaska, WI | Tricia Cichosz Agency LLC | C05E3FD8FB | Finance and insurance | Jun 19, 2026 |
| Westlake Village, CA | TriGuard Insurance Services LLC | 7C46EB9983 | Finance and insurance | Feb 23, 2026 |
| Portland, OR | Trihelix Wealth Collective LLC | 2F411743AF | Finance and insurance | Sep 29, 2025 |
| Houston, TX | TRINITY FUNDING, INC. | B0516B4001 | Finance and insurance | Feb 17, 2026 |
| Redding, CA | Trinity Miller Insurance Agency LLC | 4FF7F47D60 | Finance and insurance | Jan 13, 2026 |
| Lombard, IL | Trinity Warranty Solutions LLC | 89DB68288E | Finance and insurance | Apr 28, 2026 |
| Mechanicsburg, PA | Triton Wealth Inc | D594977B20 | Finance and insurance | Mar 31, 2026 |
| Los Angeles, CA | Triumph Lending Group, Inc. | 817318CDB1 | Finance and insurance | Apr 29, 2024 |
| Sunrise, FL | TROJAN XXIV INSURANCE SERVICES LLC | 23F7A2FB13 | Finance and insurance | Jul 2, 2025 |
| Sugar Hill, GA | Troyer Agency, Inc. | D243CB961E | Finance and insurance | Aug 12, 2025 |
| York, PA | True Advisory Group, LLC | EE44BF0DAF | Finance and insurance | Oct 28, 2024 |
| Birmingham, AL | TRUE AGENCY LLC | BAC68354D6 | Finance and insurance | Mar 4, 2025 |
| Verona, WI | TRUE NORTH WEALTH SOLUTIONS LLC | 1777089EC4 | Finance and insurance | Apr 8, 2026 |
| Miami, FL | True Wealth Advisory Group, LLC | EF16DCC135 | Finance and insurance | Sep 25, 2025 |
| Pittsburgh, PA | trulending llc | F28538633E | Finance and insurance | May 2, 2025 |
| Los Angeles, CA | TRULO MORTGAGE, LLC | 8F1A075B7A | Finance and insurance | Jun 12, 2026 |
| Concord, CA | TruSummit Holdings, LLC | 74682CB910 | Finance and insurance | Jun 2, 2026 |
| Concord, CA | TruSummit Insurance Solutions, LLC | BAF819C044 | Finance and insurance | Jul 10, 2024 |
| Lake City, MN | Truth Financial and Insurance Services, Limited Liability Corporation | E1B79A281F | Finance and insurance | Aug 18, 2025 |
| Boise, ID | Tumwater Holdings LLC | 274E9B79D1 | Finance and insurance | Nov 15, 2024 |
| Lakeway, TX | Turner Wealth Management Inc. | 38D497DC7F | Finance and insurance | Jan 24, 2025 |
| Scottsdale, AZ | Tushaus Group, LLC | 9C8BAD0E3C | Finance and insurance | Jan 28, 2026 |
| Auburn, AL | Tuten Agency Inc. | 940A4169DA | Finance and insurance | Nov 7, 2023 |
| El Paso, TX | TWFG DELAFUENTE INSURANCE SERVICES | 41A1D14198 | Finance and insurance | Jun 26, 2025 |
| Pflugerville, TX | TWFG Insurance Services | E44FCBD389 | Finance and insurance | Dec 23, 2024 |
| Kittery, ME | Two Tugboats Wealth Management, LLC | 8E50B04CB1 | Finance and insurance | Dec 9, 2023 |
| Scottsdale, AZ | TWS Properties, LLC | 599E3F4C1D | Finance and insurance | Apr 17, 2024 |
| Saint Petersburg, FL | TYLER ANDREW AGENCY LLC | F49D91A610 | Finance and insurance | Dec 20, 2024 |
| Ball Ground, GA | TYLER CLACKUM AGENCY, LLC | 6B63382611 | Finance and insurance | Jun 9, 2026 |
| Ironwood, MI | U.P. EDUCATOR'S INSURANCE AGENCY L.L.C | 59EADF9B93 | Finance and insurance | Jan 26, 2024 |
| Naples, FL | Ucha Agency, Inc. | EFD3A02B22 | Finance and insurance | Dec 3, 2024 |
| Ann Arbor, MI | Umbrella Insurance Agency LLC | E5CF904FE9 | Finance and insurance | Apr 25, 2026 |
| Chesterfield, MI | Uniforce Agency USA, Inc | 1FB8B0A80F | Finance and insurance | May 3, 2024 |
| Davie, FL | United Alliance, LLC | ED67D44FF2 | Finance and insurance | Jun 28, 2024 |
| Pinecrest, FL | UNLIMITED INSURANCE SERVICES CORP | 287DAA3687 | Finance and insurance | Jul 22, 2025 |
| Waterloo, IL | Unterseh-Schreder Insurance Agency LLC | 623E1B24B6 | Finance and insurance | Nov 9, 2023 |
| Uniondale, NY | UPLINK HEALTH INSURANCE AGENCY LLC | B9C661C00F | Finance and insurance | Apr 24, 2026 |
| Los Angeles, CA | Urban City Insurance Services, Llc | 0168891A9A | Finance and insurance | Apr 6, 2024 |
| Jupiter, FL | URS Insurance | 58A030E560 | Finance and insurance | Jul 9, 2025 |
| Clarkston, MI | Uzzle-McMurray Agency LLC | 54C26DE04E | Finance and insurance | Mar 23, 2024 |
| Houston, TX | V L 17 INSURANCE AGENCY LLC | 97B6AA1094 | Finance and insurance | Dec 18, 2024 |
| Chico, CA | V&S Portfolios LLC | 4816FE623C | Finance and insurance | Aug 20, 2025 |
| Carolina, PR | V&V LLC | FD00169678 | Finance and insurance | Jul 23, 2024 |
| New York, NY | V1sion Corporation | A4F321BE3D | Finance and insurance | Jan 13, 2024 |
| Clinton Township, MI | Vada Technologies LLC | F001B8E0D2 | Finance and insurance | Jan 22, 2026 |
| Santa Fe, NM | Valerio, Aimale Insurance Agency, LLC | 2CF1EC9C9D | Finance and insurance | May 21, 2025 |
| Rio Rancho, NM | Valler Holdings LLC | 8571094292 | Finance and insurance | Apr 5, 2024 |
| Turlock, CA | Valley Home Lending Inc. | 19E4D421E5 | Finance and insurance | Feb 22, 2024 |
| Coppell, TX | VALUE FINANCIAL SERVICES, INC | D8AEAE52E6 | Finance and insurance | Jun 15, 2026 |
| Las Vegas, NV | VAMOS INSURANCE SERVICES LLC | 696F309786 | Finance and insurance | Feb 5, 2024 |
| Sioux Falls, SD | Van Engelenhoven Insurance Solutions, LLC. | FB181C7082 | Finance and insurance | May 9, 2024 |
| Garden Grove, CA | VAN GORDON INSURANCE AGENCY LLC | F4981AD53B | Finance and insurance | Jun 18, 2026 |
| Costa Mesa, CA | Vance Wealth Group, Inc. | 4E29C49F59 | Finance and insurance | Apr 15, 2025 |
| Santa Clarita, CA | Vance Wealth, LLC | A631701FE5 | Finance and insurance | Aug 22, 2025 |
| Naples, FL | Vanderbilt Insurance & Risk Management Llc | 8E4D2E6621 | Finance and insurance | May 15, 2025 |
| Minneapolis, MN | Vandervieren & Associates Inc. | 212AD8299F | Finance and insurance | Feb 12, 2026 |
| Red Bank, NJ | VARAS INSURANCE BROKERAGE INC | B64646CA04 | Finance and insurance | Sep 19, 2024 |
| Crosby, ND | Vassen Insurance Services LLC | 03B70744A6 | Finance and insurance | Dec 19, 2024 |
| Chicago, IL | Vega Financial Partners | 9928C9F428 | Finance and insurance | Aug 17, 2024 |
| Boulder, CO | VEGA INSURANCE & FINANCIAL SERVICES | 61588A58B4 | Finance and insurance | Nov 27, 2024 |
| Chanhassen, MN | Velgersdyk Stone Creek Property, LLC | 23E70254AA | Finance and insurance | Jul 28, 2025 |
| Cedartown, GA | Velox Insurance | 6ABF1644D0 | Finance and insurance | Sep 26, 2024 |
| Miami, FL | Vemax Health Consultants LLC | 84AF7CAEEB | Finance and insurance | Aug 12, 2025 |
| Lindenhurst, NY | Venerato Group LLC | B6A6714C06 | Finance and insurance | Mar 13, 2026 |
| Elizabeth City, NC | Veneziale Insurance Group LLC | ABF77132A8 | Finance and insurance | Jul 10, 2024 |
| Jupiter, FL | Venture Insurance Partners, Inc | 9AF04C9301 | Finance and insurance | Aug 1, 2024 |
| Arcadia, CA | Venture One Capital, LLC | 2BE74A00ED | Finance and insurance | Mar 8, 2024 |
| Blaine, MN | Veritas Development LLC | 273E8ABD54 | Finance and insurance | Mar 26, 2025 |
| Warren, MI | Verity Claim Services, Inc | 4283B9040B | Finance and insurance | Jan 9, 2026 |
| Toms River, NJ | Versatile Physicians Solutions Limited Liability Company | 4C8015DBF4 | Finance and insurance | Jun 24, 2024 |
| Chula Vista, CA | VIANCA'S INSURANCE & FINANCIAL SERVICES GROUP INC. | 78364D7A4E | Finance and insurance | Mar 20, 2024 |
| Los Gatos, CA | Victor J. Adint, Inc. | DD23AE1883 | Finance and insurance | May 22, 2024 |
| Mullica Hill, NJ | Victory Asset Management Co., Inc. | 14EBD48296 | Finance and insurance | Feb 24, 2025 |
| Mullica Hill, NJ | Victory Wealth Partners | E2F7644667 | Finance and insurance | May 10, 2024 |
| Mission, TX | VIDA INSURANCE ADVISORS LLC | BEC0E0F607 | Finance and insurance | Apr 13, 2024 |
| Redding, CA | Vigil Wealth Services LLC | 00D7E1D3CE | Finance and insurance | Jan 8, 2026 |
| Brielle, NJ | Vintora Solutions LLC | 5963A82CEA | Finance and insurance | Sep 11, 2025 |
| Fulshear, TX | Visin Investment Group Inc. | CDAEBE8DEB | Finance and insurance | Feb 11, 2026 |
| Westborough, MA | Vision Wealth Strategies, LLC | 8529ABAC83 | Finance and insurance | Nov 19, 2023 |
| Miami, FL | Vitae Group LLC | AB93BFAF4F | Finance and insurance | Aug 29, 2025 |
| Wilmington, DE | Vizionary Wealth Management | CB178EF83B | Finance and insurance | Dec 6, 2023 |
| Norwalk, CA | VQ Family Properties LLC | B500C842C7 | Finance and insurance | Dec 8, 2023 |
| Mount Laurel, NJ | W. E. McNamara Insurance Agency, Inc | 36007D8E36 | Finance and insurance | Nov 2, 2023 |
| Gulf Breeze, FL | W2 Capitalist LLC | F2543A1A8F | Finance and insurance | Sep 18, 2025 |
| Dearborn Heights, MI | WAELY INSURANCE AGENCY | 0008C712EF | Finance and insurance | Jan 17, 2024 |
| Naples, FL | WAGON WHEEL FINANCIAL LLC | 1E65139F8E | Finance and insurance | Jun 8, 2026 |
| Renton, WA | Waiss Hooser Insurance LLC | E1B9906951 | Finance and insurance | Nov 22, 2024 |
| North Canton, OH | WAKEFIELD INSURANCE AND FINANCIAL SERVICES, INC. | 143BDBF1C7 | Finance and insurance | May 9, 2025 |
| Warrenville, IL | Walker & Company, Inc. | 69F7D610EA | Finance and insurance | Sep 12, 2025 |
| Madison, WI | Walkner Condon Financial Advisors LLC | C7AF19A3D4 | Finance and insurance | Jan 19, 2024 |
| Clinton, NC | Wall Street Investments, LLC | BC40F2FD46 | Finance and insurance | Mar 4, 2025 |
| Franklin, TN | WALSH INSURANCE GROUP, LLC | C101A1E231 | Finance and insurance | Jun 5, 2026 |
| Batavia, IL | WAM Properties LLC | 862A6DD0CD | Finance and insurance | Jul 21, 2025 |
| Santa Cruz, CA | WARRANTY CONCEPTS, INC. | 3BE135E8B7 | Finance and insurance | Jul 17, 2024 |
| Pleasant Hill, MO | Warren & Mounce Agency, Inc. | 5B551270D1 | Finance and insurance | Jul 26, 2024 |
| Franklin, TN | Warren Insurance Solutions, LLC | 734CDDA5E5 | Finance and insurance | Sep 12, 2025 |
| Temple, TX | WASI LLC | FCA1A9D945 | Finance and insurance | May 17, 2024 |
| Novi, MI | Wasik Dealer Services LLC | 6996660AA0 | Finance and insurance | Jan 10, 2025 |
| New York, NY | Watts Capital Partners LLC | 3EC9F06B39 | Finance and insurance | May 15, 2024 |
| Annapolis, MD | Waverly Insurance Group LLC | EECA4CF4F6 | Finance and insurance | May 1, 2025 |
| Burnsville, MN | Waypoint Insurance North LLC | 0C297764F0 | Finance and insurance | Aug 18, 2025 |
| Bozeman, MT | Waypoint Wealth Management | CADF73E87F | Finance and insurance | Oct 10, 2023 |
| Tarrytown, NY | WB INSURANCE SOLUTIONS BROKERAGE CORP | A97C860CBF | Finance and insurance | Aug 15, 2025 |
| Hamden, CT | We-Care Insurance, LLC | D4442370DE | Finance and insurance | Jan 26, 2026 |
| Lees Summit, MO | WEALTH 4 LIFE LLC | 8F70ADD1C7 | Finance and insurance | Jul 17, 2025 |
| Black River Falls, WI | Wealth Ridge Planning LLC | 0CFAF8424E | Finance and insurance | Dec 23, 2023 |
| Carmichael, CA | Wedgewood Fair Oaks LLC | 22FEF8C2EB | Finance and insurance | Dec 11, 2024 |
| Farmington, MO | Weems Insurance Agency LLC | BA8E841453 | Finance and insurance | Nov 14, 2024 |
| Reno, NV | Weible Insurance Agency, Inc. | 07641C0404 | Finance and insurance | Aug 5, 2024 |
| Rapid City, SD | Weidmeier Properties LLC | 665AE809A4 | Finance and insurance | Jan 21, 2026 |
| Fort Lauderdale, FL | Weitz Financial Partners | 8F818C1569 | Finance and insurance | Dec 17, 2024 |
| Redding, CA | Wendy Douglas Insurance Agency | E641FBA2B5 | Finance and insurance | Feb 27, 2025 |
| Pasadena, CA | Wespac Advisors Socal LLC | 081F7787C0 | Finance and insurance | Nov 7, 2024 |
| Irvine, CA | West Capital Lending, Inc. | 5C069328E5 | Finance and insurance | Feb 6, 2026 |
| San Diego, CA | West Coast Group Benefits | FFB926BABA | Finance and insurance | Aug 11, 2025 |
| El Paso, TX | West Texas Brokers Inc | 7DECC4BC38 | Finance and insurance | Jun 16, 2026 |
| Atlanta, GA | West Wagner & Associates Inc | A72CE36BA5 | Finance and insurance | Jun 12, 2026 |
| Clovis, CA | Western Bowling Proprietors Insurance | E4620D2F14 | Finance and insurance | Feb 15, 2024 |
| Wayland, MI | WESTON PACKER AGENCY, CORP. | E611BF1D6B | Finance and insurance | Jun 11, 2026 |
| Newport Beach, CA | Westshore Wealth, LLC | 303353B409 | Finance and insurance | Mar 25, 2025 |
| Brea, CA | WESTWAYS INSURANCE AGENCY INC. | 65E75B2103 | Finance and insurance | Feb 27, 2026 |
| Fort Lauderdale, FL | White Dove LLC | 7ABFDDEF45 | Finance and insurance | Nov 14, 2023 |
| Dallas, TX | WHITE ROCK INSURANCE SERVICES LLC | 57FC349533 | Finance and insurance | Feb 11, 2026 |
| Buffalo, WY | Whitlock Insurance Services Inc. | 254B1D545B | Finance and insurance | Oct 1, 2024 |
| Opelika, AL | Whittle Watkins Agency, LLC | B2590BEF94 | Finance and insurance | Aug 22, 2025 |
| Lakeland, FL | WILEY INSURANCE GROUP, LLC | 1F172FB092 | Finance and insurance | Jun 11, 2026 |
| Saint Paul, MN | Wilian Financial Group, LLC | 67DC821963 | Finance and insurance | Mar 1, 2024 |
| Mobile, AL | Will Hudson Agency LLC | 0930A4CB45 | Finance and insurance | Nov 17, 2025 |
| Riverside, CA | Willhite Insurance Agency, Inc. | B1BFFE2C6E | Finance and insurance | Dec 12, 2025 |
| Burnsville, MN | William B White Insurance Agency LLC | 9F18FA4098 | Finance and insurance | Mar 11, 2026 |
| Torrington, CT | William H Ziegenbalg V Agency LLC | D38B462CFD | Finance and insurance | Mar 26, 2024 |
| York, PA | William Penn Insurance, LLC | 412790088A | Finance and insurance | Apr 23, 2026 |
| Dallas, TX | Williams Family Interests Inc | 93C35862A7 | Finance and insurance | Jun 5, 2026 |
| Columbus, OH | Williams Financial Services Incorporated | 5D85B2CABF | Finance and insurance | Oct 17, 2024 |
| Richmond, KY | Williams Holding LLC | 942FDF7C7C | Finance and insurance | Dec 2, 2024 |
| Conroe, TX | Williams Investing Network, LLC | 4E7BC7BBF8 | Finance and insurance | Jun 5, 2026 |
| Benton, LA | Willow Chute Financial, LLC | 946A188D23 | Finance and insurance | Feb 26, 2025 |
| Alliance, NE | Wills Insurance Agency LLC | FA9DF17FE7 | Finance and insurance | Sep 25, 2025 |
| Indianapolis, IN | Wilson's Insurance Agency LLC | 84DBA1E6E0 | Finance and insurance | Apr 24, 2024 |
| Highland, IN | Wilson's Insurance Agency LLC | 9DC7B54956 | Finance and insurance | Jun 18, 2026 |
| Brandon, FL | WIN 4 Insurance Group Inc | 615AA2FA1F | Finance and insurance | Jun 9, 2026 |
| Redding, CA | Winn Financial and Tax Services | 2FA4C94E2E | Finance and insurance | May 15, 2026 |
| Pewaukee, WI | Wisdom Insurance Agency Inc. | 128E371DDE | Finance and insurance | Sep 19, 2024 |
| Marietta, GA | Wiser Wealth Management, Inc | D43CB3FC1B | Finance and insurance | Apr 22, 2024 |
| Littleton, CO | Witter Insurance & Financial Specialists LLC | BBDBCAD06D | Finance and insurance | Apr 25, 2025 |
| Westlake Village, CA | WJB Services, Inc. | 681599CE92 | Finance and insurance | May 13, 2024 |
| Clare, MI | WJM Northern Insurance Agency, Inc | 4937BDFA70 | Finance and insurance | Dec 11, 2023 |
| Melville, NY | WJP Insurance Services, Inc. | 544D9F24A0 | Finance and insurance | Aug 27, 2024 |
| Allen, TX | WLWA, LLC | A0CFE09E7E | Finance and insurance | Dec 3, 2024 |
| Las Vegas, NV | Wm District Network Office Llc | 89DEC554FC | Finance and insurance | May 14, 2026 |
| Hollywood, FL | WN CLAIMS ADJUSTERS | 96675395A1 | Finance and insurance | Nov 26, 2024 |
| Hollywood, FL | WN Professional Services Inc | 03EF3C119E | Finance and insurance | Feb 18, 2026 |
| Hanson, MA | WOODLAND INSURANCE AGENCY, INC. | 4711321711 | Finance and insurance | Mar 1, 2024 |
| San Angelo, TX | Workman Agency LLC | 988916D736 | Finance and insurance | Feb 28, 2026 |
| Sioux Falls, SD | WR Payments, LLC | 3CA7C2D4DA | Finance and insurance | Aug 20, 2025 |
| Bloomington, IL | Wrezinski Advisory Group, LLC | 93229FE885 | Finance and insurance | Nov 22, 2024 |
| Carnesville, GA | Wright Family Consulting LLC | 7C7D760C14 | Finance and insurance | Aug 28, 2025 |
| South Yarmouth, MA | Wright Insurance Agency Inc | 91BA1DC104 | Finance and insurance | Dec 22, 2025 |
| Greenwood, IN | WRIGHT INSURANCE SERVICES, INC | E3DE89336F | Finance and insurance | May 3, 2024 |
| Kalamazoo, MI | Wright Insurance Services, LLC | D85B7BE10C | Finance and insurance | Aug 22, 2024 |
| San Francisco, CA | WWVN Group LLC | BF6C4B396A | Finance and insurance | Jul 19, 2024 |
| Tucson, AZ | Wyatt McRae Wealth Advisor PLLC | 0C95FFEE64 | Finance and insurance | May 7, 2025 |
| San Jose, CA | WYNN INSURANCE AGENCY | E70563B2B2 | Finance and insurance | Sep 23, 2024 |
| Tamarac, FL | X'One Insurance Group LLC | CA701D5D51 | Finance and insurance | May 9, 2025 |
| Baldwin Park, CA | XPECTATION INSURANCE SERVICES, INC. | 3E1646C0DE | Finance and insurance | Mar 7, 2024 |
| Chicago, IL | XXI Wealth, LLC | 35A29909FB | Finance and insurance | Nov 6, 2024 |
| Brooklyn, NY | YBI COVERAGE INC | 970BEB1C27 | Finance and insurance | Jun 12, 2025 |
| New Albany, IN | Yellow Ribbon Insurance, LLC | 57B8F14EC1 | Finance and insurance | Mar 24, 2026 |
| Stroudsburg, PA | YMI Agency, Inc | 99ED573CFB | Finance and insurance | Mar 13, 2026 |
| Dewitt, AR | Young Insurance Agency, LLC | E6621938EC | Finance and insurance | Nov 22, 2024 |
| Conyers, GA | Young's Ad Gloriam Dei, INC | E403BA9216 | Finance and insurance | Sep 19, 2024 |
| Lakeland, FL | Your special investigation unit llc | 3EF01ECECB | Finance and insurance | Jun 22, 2026 |
| Monsey, NY | YT Risk Consulting Group Inc | A84C73273B | Finance and insurance | Jan 28, 2026 |
| Mansfield, TX | YWI, LLC | C954739DB2 | Finance and insurance | Dec 31, 2025 |
| New Rochelle, NY | Z & M ASSOCIATES INC | CFF59D430F | Finance and insurance | May 16, 2024 |
| Hauppauge, NY | ZACK AND HURACAN ASSOCIATES CORP | A82CBCBFC3 | Finance and insurance | May 12, 2026 |
| Roseburg, OR | ZACK SKOGLIE INSURANCE AGENCY, INC. | 4416A1F706 | Finance and insurance | Sep 23, 2025 |
| Huntsville, AL | Zayas-Visser Agency, Inc. | 59DBBF10B1 | Finance and insurance | Sep 30, 2025 |
| Scottsdale, AZ | Zdrale Properties LLC | 4C02A7354C | Finance and insurance | Apr 11, 2025 |
| Columbia, MO | ZEAL FINANCIAL GROUP LLC | 96A98246F1 | Finance and insurance | Feb 9, 2024 |
| Burbank, CA | Zeinali Family Insurance Agency, Inc. | 41B3715B6C | Finance and insurance | Mar 11, 2025 |
| Jenkintown, PA | Zeises Agency, LLC | 3D5B71E39A | Finance and insurance | Jul 17, 2024 |
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.