SBA lending record
Legacy Insurance and Financial Services, LLC
814 PALMER RD, Madison, AL 35758 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.6M
Total SBA financing
1
Loan on record
FY2020
On record
4
Jobs supported
● business · ● lender — business location is the ZIP-area centroid from the public record
Is Legacy Insurance and Financial Services, 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 loan
$1,610,000 — FY2020
- Gross approval
- $1,610,000
- SBA guaranteed
- $1,207,500 (75%)
- Status
- Paid in full
- Rate at approval
- 5.75% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 6/30/2020
- First disbursement
- 7/31/2020
- Days to fund
- 31 days
- Paid in full
- 12/31/2023
- Collateral
- Required
The lender
Pathward National Association
1 loan to this business- Total assets
- $7113.1B
- Deposits
- $5854.1B
- Loans outstanding
- $4822.0B
- Net income
- $73.4B
- Return on assets
- 4.000482386422866%
- Return on equity
- 33.07%
- Total equity
- $883.6B
- Offices
- 1
- Founded
- 01/0
- Headquarters
- 5501 S Broadband Ln, Sioux Falls, SD, 57108
- FDIC cert
- 30776
- Website
Is Legacy Insurance and Financial Services, 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.
Researching a business like this one?
The numbers above are what a deal of this size and type actually looked like. Tell us what you're buying and we'll point you to the lenders most likely to fund it.
Free · No documents · Usually same-day
DealRoom listing built from public SBA 7(a) lending records and FDIC BankFind. Figures are as reported; verify before relying on them. Not affiliated with Legacy Insurance and Financial Services, LLC.