SBA lending record
8312 42nd Street W, University Place, WA 98466 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$15K
Total SBA financing
1
Loan on record
FY2025
On record
2
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Holistic Health and Finance Planning your business?
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The banks most active funding insurance agencies and brokerages — by location, industry.
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.
Aliment Insurance Agency, Inc.
Federal Way, WA· ~12 mi
Insurance Agencies and Brokerages
KAO XIONG INSURANCE AGENCY INC
Lakewood, WA· ~4 mi
Insurance Agencies and Brokerages
Financial Blueprints
Tacoma, WA· ~6 mi
Insurance Agencies and Brokerages
DOUGLAS KLEIN AGENCY
Auburn, WA· ~18 mi
Insurance Agencies and Brokerages
Reggie Johnson Insurance Agency, Inc.
Tacoma, WA· ~4 mi
Insurance Agencies and Brokerages
Seattle Insurance Group LLC
Tukwila, WA· ~22 mi
Insurance Agencies and Brokerages
This page summarizes the public SBA 7(a) lending record for Holistic Health and Finance Planning in University Place, WA (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.
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in WA for ~$15k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Holistic Health and Finance Planning 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 Holistic Health and Finance Planning.