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CHRIS WERTZ INSURANCE AGENCY INC — SBA Loan Record (Erie, PA) | DealRoom

Intelligence/Insurance Agencies and Brokerages/PA

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SBA lending record

CHRIS WERTZ INSURANCE AGENCY INC

4402 Dexter Ave, Erie, PA 16504 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$53K

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 CHRIS WERTZ INSURANCE AGENCY INC 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

$53,000 — FY2022

Gross approval: $53,000
SBA guaranteed: $26,500 (50%)
Status: Current
Rate at approval: 7.5% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/3/2022
First disbursement: 8/26/2022
Days to fund: 23 days
Collateral: None
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: The Huntington National Bank
Address: 4402 Dexter Ave
City: Erie, 16504
County: Erie
SBA district office: PITTSBURGH DISTRICT OFFICE
Congressional district: 16

The lender

The Huntington National 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 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.

Efil Ecnarusni LLC

Beachwood, OH· ~87 mi

Insurance Agencies and Brokerages

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

The 716 Agency LLC

Buffalo, NY· ~92 mi

Insurance Agencies and Brokerages

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

MIDWEST INSURANCE AGENCY OF OHIO, INC.

Warren, OH· ~69 mi

Insurance Agencies and Brokerages

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

LARRY BOOKSH ENTERPRISES, LLC

Hudson, OH· ~95 mi

Insurance Agencies and Brokerages

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

MIKE FABERT INSURANCE AGENCY

Cleveland Hts, OH· ~89 mi

Insurance Agencies and Brokerages

$65K
SBA financing: ≈ $127K–$212K
Est. revenue (rough)

Mullen Insurance Solutions LLC

Boardman, OH· ~80 mi

Insurance Agencies and Brokerages

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

Agent summary

This page summarizes the public SBA 7(a) lending record for CHRIS WERTZ INSURANCE AGENCY INC in Erie, 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 $53K
On record FY2022
Industry: Insurance Agencies and Brokerages
Location: Erie, PA
Lender: The Huntington National 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 PA for ~$53k 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/chris-wertz-insurance-agency-inc-pa
API:: https://dealroom.so/api/public/businesses/chris-wertz-insurance-agency-inc-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 CHRIS WERTZ INSURANCE AGENCY INC 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 CHRIS WERTZ INSURANCE AGENCY INC.