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BENEXCHANGE FINANCIAL GROUP CORPORATION — SBA Loan Record (Pottstown, PA) | DealRoom

Intelligence/Insurance Agencies and Brokerages/PA

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SBA lending record

BENEXCHANGE FINANCIAL GROUP CORPORATION

1610 MEDICAL DR, Pottstown, PA 19464 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$40K

Total SBA financing

1

Loan on record

FY2022

On record

—

Jobs supported

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

Is BENEXCHANGE FINANCIAL GROUP CORPORATION 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

$40,000 — FY2022

Gross approval: $40,000
SBA guaranteed: $20,000 (50%)
Status: Paid in full
Rate at approval: 6.5% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 2/17/2022
First disbursement: 3/4/2022
Days to fund: 15 days
Paid in full: 10/31/2025
Collateral: Required
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: TD Bank, National Association
Address: 1610 MEDICAL DR
City: Pottstown, 19464
County: Montgomery
SBA district office: PHILADELPHIA DISTRICT OFFICE
Congressional district: 4

The lender

TD Bank, 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 Pennsylvania Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Pennsylvania

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.

BOWE INSURANCE SERVICES, LLC

Collegeville, PA· ~10 mi

Insurance Agencies and Brokerages

$35K
SBA financing: ≈ $69K–$114K
Est. revenue (rough)

Choice Insurance Solutions LLC

Ardmore, PA· ~23 mi

Insurance Agencies and Brokerages

$38K
SBA financing: ≈ $75K–$125K
Est. revenue (rough)

CHRIS CRAFT INSURANCE AGENCY INC

Reading, PA· ~21 mi

Insurance Agencies and Brokerages

$32K
SBA financing: ≈ $63K–$105K
Est. revenue (rough)

GOODRICH INSURANCE AGENCY INC

Bala Cynwyd, PA· ~26 mi

Insurance Agencies and Brokerages

$30K
SBA financing: ≈ $59K–$99K
Est. revenue (rough)

SVJ Insurance Advisors Inc

King Of Prussia, PA· ~15 mi

Insurance Agencies and Brokerages

$69K
SBA financing: ≈ $135K–$225K
Est. revenue (rough)

Affordable Insurance Agency, LLC

Pottstown, PA· ~2 mi

Insurance Agencies and Brokerages

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for BENEXCHANGE FINANCIAL GROUP CORPORATION in Pottstown, PA (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 $40K
On record FY2022
Industry: Insurance Agencies and Brokerages
Location: Pottstown, PA
Lender: TD Bank, 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 PA for ~$40k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/benexchange-financial-group-corporation-pa
API:: https://dealroom.so/api/public/businesses/benexchange-financial-group-corporation-pa
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 BENEXCHANGE FINANCIAL GROUP CORPORATION 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 BENEXCHANGE FINANCIAL GROUP CORPORATION.