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CHARLES FINANCIAL STRATEGIES LLC — SBA Loan Record (Queens Village, NY) | DealRoom

Intelligence/All Other Business Support Services/NY

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SBA lending record

CHARLES FINANCIAL STRATEGIES LLC

8940 208th St, Queens Village, NY 11427 · All Other Business Support Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$25K

Total SBA financing

1

Loan on record

FY2024

On record

2

Jobs supported

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

Is CHARLES FINANCIAL STRATEGIES 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

$25,000 — FY2024

Gross approval: $25,000
SBA guaranteed: $12,500 (50%)
Status: Current
Rate at approval: 15% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 6/4/2024
First disbursement: 9/27/2024
Days to fund: 115 days
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: All Other Business Support Services
NAICS code: 561499
Lender: JPMorgan Chase Bank, National Association
Address: 8940 208th St
City: Queens Village, 11427
County: Queens
SBA district office: NEW YORK DISTRICT OFFICE
Congressional district: 3

The lender

JPMorgan Chase 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 all other business support services — by location, industry.

SBA lenders in New York Lenders for all other business support services All Other Business Support Services lenders in New York

Similar businesses

Comparable all other business support services in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

CJC PRODUCTIONS INC

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$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

The Aelixt Group, LLC

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$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

The Dimension Group LLC

Brooklyn, NY· ~11 mi

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$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

Jersey Land Abstract Inc.

Brooklyn, NY· ~11 mi

All Other Business Support Services

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

OMG TRADING INC

Bayside, NY· ~5 mi

All Other Business Support Services

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

Aire Salon Sudios LLC

New York, NY· ~13 mi

All Other Business Support Services

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for CHARLES FINANCIAL STRATEGIES LLC in Queens Village, NY (All Other Business Support Services). 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 $25K
On record FY2024
2 jobs supported
Industry: All Other Business Support Services
Location: Queens Village, NY
Lender: JPMorgan Chase Bank, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with All Other Business Support Services businesses in NY for ~$25k 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/charles-financial-strategies-llc-ny
API:: https://dealroom.so/api/public/businesses/charles-financial-strategies-llc-ny
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 CHARLES FINANCIAL STRATEGIES 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 CHARLES FINANCIAL STRATEGIES LLC.