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Jersey Shore Financial Group — SBA Loan Record (Wall Township, NJ) | DealRoom

Intelligence/Insurance Agencies and Brokerages/NJ

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SBA lending record

Jersey Shore Financial Group

1670 STATE ROUTE 34, Wall Township, NJ · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$340K

Total SBA financing

1

Loan on record

FY2020

On record

1

Jobs supported

Is Jersey Shore Financial Group 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

$340,000 — FY2020

Gross approval: $340,000
SBA guaranteed: $255,000 (75%)
Status: Paid in full
Rate at approval: 6% f
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/1/2020
First disbursement: 9/22/2020
Days to fund: 21 days
Paid in full: 5/31/2024
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 1
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Live Oak Banking Company
Address: 1670 STATE ROUTE 34
City: Wall Township
County: Monmouth
SBA district office: NEW JERSEY DISTRICT OFFICE
Congressional district: 4

The lender

Live Oak Banking Company

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 New Jersey Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in New Jersey

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.

Insure NJ Services L.L.C.

Keyport, NJ· ~17 mi

Insurance Agencies and Brokerages

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

JLOZ Property Management LLC

Freehold, NJ· ~9 mi

Insurance Agencies and Brokerages

$519K
SBA financing: ≈ $1.0M–$1.7M
Est. revenue (rough)

Escobar Properties, LLC

Perth Amboy, NJ· ~24 mi

Insurance Agencies and Brokerages

$383K
SBA financing: ≈ $751K–$1.3M
Est. revenue (rough)

Faegan LLC

Metuchen, NJ· ~28 mi

Insurance Agencies and Brokerages

$344K
SBA financing: ≈ $675K–$1.1M
Est. revenue (rough)

Vintora Solutions LLC

Brielle, NJ· ~7 mi

Insurance Agencies and Brokerages

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

VARAS INSURANCE BROKERAGE INC

Red Bank, NJ· ~11 mi

Insurance Agencies and Brokerages

$134K
SBA financing: ≈ $263K–$438K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Jersey Shore Financial Group in Wall Township, NJ (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 $340K
On record FY2020
1 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Wall Township, NJ
Lender: Live Oak Banking Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in NJ for ~$340k 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 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/jersey-shore-financial-group-nj
API:: https://dealroom.so/api/public/businesses/jersey-shore-financial-group-nj
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 Jersey Shore Financial Group 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 Jersey Shore Financial Group.