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Anchora Insurance Services, LLC — SBA Loan Record (Monroe, NC) | DealRoom

Intelligence/Insurance Agencies and Brokerages/NC

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SBA lending record

Anchora Insurance Services, LLC

106 East Jefferson St, Monroe, NC 28112 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$310K

Total SBA financing

1

Loan on record

FY2021

On record

5

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is Anchora Insurance Services, LLC your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$310,000 — FY2021

Gross approval: $310,000
SBA guaranteed: $279,000 (90%)
Status: Paid in full
Rate at approval: 6% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/23/2021
First disbursement: 9/30/2021
Days to fund: 7 days
Paid in full: 3/31/2023
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 5
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Pathward National Association
Address: 106 East Jefferson St
City: Monroe, 28112
County: Union
SBA district office: NORTH CAROLINA DISTRICT OFFICE
Congressional district: 9

The lender

Pathward National Association

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding insurance agencies and brokerages — by location, industry.

SBA lenders in North Carolina Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in North Carolina

Similar businesses

Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Andrew E Berks

Lancaster, SC· ~24 mi

Insurance Agencies and Brokerages

$315K
SBA financing: ≈ $618K–$1.0M
Est. revenue (rough)

Lentz Enterprises Inc

Monroe, NC· ~1 mi

Insurance Agencies and Brokerages

$125K
SBA financing: ≈ $245K–$408K
Est. revenue (rough)

ROSS INSURANCE AND FINANCIAL SERVICES, INC

Charlotte, NC· ~15 mi

Insurance Agencies and Brokerages

$277K
SBA financing: ≈ $543K–$905K
Est. revenue (rough)

Professional Planning Group, Inc.

Harrisburg, NC· ~24 mi

Insurance Agencies and Brokerages

$321K
SBA financing: ≈ $630K–$1.0M
Est. revenue (rough)

Metropolitan Insurance, LLC

Charlotte, NC· ~23 mi

Insurance Agencies and Brokerages

$400K
SBA financing: ≈ $784K–$1.3M
Est. revenue (rough)

Martin Insurance Group Inc.

Harrisburg, NC· ~23 mi

Insurance Agencies and Brokerages

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Anchora Insurance Services, LLC in Monroe, NC (Insurance Agencies and Brokerages). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $310K
On record FY2021
5 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Monroe, NC
Lender: Pathward National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in NC for ~$310k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/anchora-insurance-services-llc-nc
API:: https://dealroom.so/api/public/businesses/anchora-insurance-services-llc-nc
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is Anchora Insurance Services, LLC your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Anchora Insurance Services, LLC.