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CREATIVE RETIREMENT SOLUTIONS INC — SBA Loan Record (Mount Dora, FL) | DealRoom

Intelligence/Insurance Agencies and Brokerages/FL

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SBA lending record

CREATIVE RETIREMENT SOLUTIONS INC

9086 Laurel Ridge Dr, Mount Dora, FL 32757 · Insurance Agencies and Brokerages. 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

FY2021

On record

—

Jobs supported

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

Is CREATIVE RETIREMENT SOLUTIONS 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

$25,000 — FY2021

Gross approval: $25,000
SBA guaranteed: $12,500 (50%)
Status: Paid in full
Rate at approval: 6.75% f
Term: 84 mo (7 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 10/20/2020
First disbursement: 10/31/2020
Days to fund: 11 days
Paid in full: 12/31/2020
Collateral: None
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Bank of America, National Association
Address: 9086 Laurel Ridge Dr
City: Mount Dora, 32757
County: Lake
SBA district office: NORTH FLORIDA DISTRICT OFFICE
Congressional district: 6

The lender

Bank of America, 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 Florida Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Florida

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.

Gunter Insurance Group, LLC.

Kissimmee, FL· ~35 mi

Insurance Agencies and Brokerages

$25K
SBA financing: ≈ $49K–$82K
Est. revenue (rough)

ATSIG LLC

Orlando, FL· ~29 mi

Insurance Agencies and Brokerages

$30K
SBA financing: ≈ $59K–$98K
Est. revenue (rough)

Specialized Benefit Advisors LLC

Sanford, FL· ~18 mi

Insurance Agencies and Brokerages

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

ISM21 CORPORATION

Deltona, FL· ~24 mi

Insurance Agencies and Brokerages

$61K
SBA financing: ≈ $120K–$199K
Est. revenue (rough)

FLORIDA INSURANCE CENTRAL, LLC

Kissimmee, FL· ~39 mi

Insurance Agencies and Brokerages

$22K
SBA financing: ≈ $44K–$73K
Est. revenue (rough)

Akemi Insurance Service Llc

Wesley Chapel, FL· ~62 mi

Insurance Agencies and Brokerages

$20K
SBA financing: ≈ $39K–$65K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for CREATIVE RETIREMENT SOLUTIONS INC in Mount Dora, FL (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 $25K
On record FY2021
Industry: Insurance Agencies and Brokerages
Location: Mount Dora, FL
Lender: Bank of America, 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 FL 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/creative-retirement-solutions-inc-fl
API:: https://dealroom.so/api/public/businesses/creative-retirement-solutions-inc-fl
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 CREATIVE RETIREMENT SOLUTIONS 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 CREATIVE RETIREMENT SOLUTIONS INC.