SBA lending record
6100 Fairview Rd Ste 230, Charlotte, NC 28210 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$7.8M
Total SBA financing
3
Loans on record
FY2020–22
On record
8
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is INTEGRATED FINANCIAL STRATEGIES, LLC 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.
Comparable investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Crown Wealth Group LLC
Charlotte, NC· ~4 mi
Investment Advice
Block Wealth Management
Charlotte, NC· ~10 mi
Investment Advice
Rutledge Financial Partners LLC
Matthews, NC· ~10 mi
Investment Advice
GIRAFFES INC
Columbus, MS· ~447 mi
Ameriprise Financial
OPTIMIZE FINANCIAL INC.
Laguna Hills, CA· ~2095 mi
Investment Advice
Concord Wealth Holdings LLC
Abingdon, VA· ~125 mi
Investment Advice
This page summarizes the public SBA 7(a) lending record for INTEGRATED FINANCIAL STRATEGIES, LLC in Charlotte, NC (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 NC for ~$2.6M deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is INTEGRATED FINANCIAL STRATEGIES, LLC 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 INTEGRATED FINANCIAL STRATEGIES, LLC.