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Joel Mertz Inc. — SBA Loan Record (Monroe, NY) | DealRoom

Intelligence/Insurance Agencies and Brokerages/NY

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SBA lending record

Joel Mertz Inc.

11 KARLSBURG RD, Monroe, NY 10950 · 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

FY2023

On record

2

Jobs supported

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

Is Joel Mertz 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 — FY2023

Gross approval: $25,000
SBA guaranteed: $12,500 (50%)
Status: In liquidation
Rate at approval: 11.5% v
Term: 80 mo (7 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/13/2023
First disbursement: 9/26/2023
Days to fund: 13 days
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: TD Bank, National Association
Address: 11 KARLSBURG RD
City: Monroe, 10950
County: Orange
SBA district office: NEW YORK DISTRICT OFFICE
Congressional district: 18

The lender

TD Bank, 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 New York Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in New York

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.

LANDAU FINANCIAL INC

Monroe, NY· ~2 mi

Insurance Agencies and Brokerages

$41K
SBA financing: ≈ $80K–$134K
Est. revenue (rough)

CONCIERGE PRIVATE CLIENT, LLC

Yorktown Heights, NY· ~23 mi

Insurance Agencies and Brokerages

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

Lukes Client Solutions, LLC

Mount Vernon, NY· ~36 mi

Insurance Agencies and Brokerages

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

Martin Alex Taveras Agency Inc.

Bronx, NY· ~41 mi

Insurance Agencies and Brokerages

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

MH Brokers LLC

Scarsdale, NY· ~31 mi

Insurance Agencies and Brokerages

$16K
SBA financing: ≈ $31K–$52K
Est. revenue (rough)

Jacob Gross

Monsey, NY· ~18 mi

Insurance Agencies and Brokerages

$48K
SBA financing: ≈ $94K–$157K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Joel Mertz Inc. in Monroe, NY (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 FY2023
2 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Monroe, NY
Lender: TD Bank, 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 NY 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/joel-mertz-inc-ny
API:: https://dealroom.so/api/public/businesses/joel-mertz-inc-ny
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 Joel Mertz 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 Joel Mertz Inc..