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Lehigh Valley Insurance Brokers — SBA Loan Record (Bethlehem, PA) | DealRoom

Intelligence/Insurance Agencies and Brokerages/PA

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SBA lending record

Lehigh Valley Insurance Brokers

701 W. Broad St, Suite 104, Bethlehem, PA 18018 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$380K

Total SBA financing

1

Loan on record

FY2020

On record

2

Jobs supported

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

Is Lehigh Valley Insurance Brokers 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

$380,000 — FY2020

Gross approval: $380,000
SBA guaranteed: $285,000 (75%)
Status: Cancelled
Rate at approval: 6% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 4/23/2020
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: United Midwest Savings Bank National Association
Address: 701 W. Broad St, Suite 104
City: Bethlehem, 18018
County: Northampton
SBA district office: PHILADELPHIA DISTRICT OFFICE
Congressional district: 7

The lender

United Midwest Savings 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 Pennsylvania Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Pennsylvania

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.

Serratelli Financial Group LLC

Bethlehem, PA· ~0 mi

Insurance Agencies and Brokerages

$603K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

JONATHAN TOMASSI AGENCY LLC

Bethlehem, PA· ~4 mi

Insurance Agencies and Brokerages

$1.1M
SBA financing: ≈ $2.1M–$3.4M
Est. revenue (rough)

Matthew Balke Insurance Agency Inc

Harleysville, PA· ~24 mi

Insurance Agencies and Brokerages

$383K
SBA financing: ≈ $750K–$1.3M
Est. revenue (rough)

Pares Agency, LLC

Bethlehem, PA· ~3 mi

Insurance Agencies and Brokerages

$962K
SBA financing: ≈ $1.9M–$3.1M
Est. revenue (rough)

Jim Gardner Insurance and Financial Services, Inc

Allentown, PA· ~9 mi

Insurance Agencies and Brokerages

$231K
SBA financing: ≈ $453K–$755K
Est. revenue (rough)

PENNSYLVANIA LIFE SOLUTIONS LLC

North Wales, PA· ~28 mi

Insurance Agencies and Brokerages

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

Agent summary

This page summarizes the public SBA 7(a) lending record for Lehigh Valley Insurance Brokers in Bethlehem, PA (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 $380K
On record FY2020
2 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Bethlehem, PA
Lender: United Midwest Savings 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 PA for ~$380k 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/lehigh-valley-insurance-brokers-pa
API:: https://dealroom.so/api/public/businesses/lehigh-valley-insurance-brokers-pa
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 Lehigh Valley Insurance Brokers 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 Lehigh Valley Insurance Brokers.