SBA lending record
414 Main St, Port Jefferson, NY 11777 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$2.9M
Total SBA financing
1
Loan on record
FY2020
On record
13
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Coastline Wealth Management, 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.
The banks most active funding investment advice — by location, industry.
This page summarizes the public SBA 7(a) lending record for Coastline Wealth Management, Inc in Port Jefferson, NY (Investment Advice). 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.
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in NY for ~$2.9M deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Coastline Wealth Management, 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.
Researching a business like this one?
The numbers above are what a deal of this size and type actually looked like. Tell us what you're buying and we'll point you to the lenders most likely to fund it.
Free · No documents · Usually same-day
DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Coastline Wealth Management, Inc.