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AXIOM FINANCIAL SERVICES — SBA Loan Record (Salt Lake City, UT) | DealRoom

Intelligence/Insurance Agencies and Brokerages/UT

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SBA lending record

AXIOM FINANCIAL SERVICES

3459 S. STATE ST, Salt Lake City, UT 84115 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$354K

Total SBA financing

1

Loan on record

FY2023

On record

4

Jobs supported

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

Is AXIOM FINANCIAL SERVICES 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

$354,000 — FY2023

Gross approval: $354,000
SBA guaranteed: $265,500 (75%)
Status: Cancelled
Rate at approval: 8.5% v
Term: 306 mo (26 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/28/2022
Collateral: Required
Jobs supported: 4
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Meadows Bank
Address: 3459 S. STATE ST
City: Salt Lake City, 84115
County: Salt Lake
SBA district office: UTAH DISTRICT OFFICE
Congressional district: 2

The lender

Meadows Bank

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 Utah Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Utah

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.

Jordan Weyburn Insurance Agency Inc

Sandy, UT· ~8 mi

Insurance Agencies and Brokerages

$383K
SBA financing: ≈ $750K–$1.3M
Est. revenue (rough)

Dario Garcia Insurance Agency, Inc.

South Salt Lake, UT· ~0 mi

Insurance Agencies and Brokerages

$170K
SBA financing: ≈ $333K–$556K
Est. revenue (rough)

ENVISION FINANCIAL, INC.

South Jordan, UT· ~9 mi

Insurance Agencies and Brokerages

$311K
SBA financing: ≈ $609K–$1.0M
Est. revenue (rough)

Christian Brindle Insurance Services, Inc

Sandy, UT· ~7 mi

Insurance Agencies and Brokerages

$485K
SBA financing: ≈ $951K–$1.6M
Est. revenue (rough)

DUO HOLDINGS, LLC

Murray, UT· ~4 mi

Insurance Agencies and Brokerages

$268K
SBA financing: ≈ $525K–$875K
Est. revenue (rough)

Alliance Financial Advisors, LLC

Riverton, UT· ~14 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 AXIOM FINANCIAL SERVICES in Salt Lake City, UT (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 $354K
On record FY2023
4 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Salt Lake City, UT
Lender: Meadows Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in UT for ~$354k 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/axiom-financial-services-ut
API:: https://dealroom.so/api/public/businesses/axiom-financial-services-ut
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 AXIOM FINANCIAL SERVICES 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 AXIOM FINANCIAL SERVICES.