SBA lending record
1500 DISTRICT AVE., Burlington, MA · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$996K
Total SBA financing
1
Loan on record
FY2025
On record
2
Jobs supported
Is DAN FLANAGAN, CFP your business?
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The banks most active funding portfolio management and investment advice — by location, industry.
This page summarizes the public SBA 7(a) lending record for DAN FLANAGAN, CFP in Burlington, MA (Portfolio Management and 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 Portfolio Management and Investment Advice businesses in MA for ~$996k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is DAN FLANAGAN, CFP your business?
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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 DAN FLANAGAN, CFP.