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Milford Financial Inc. — SBA Loan Record (Milford, CT) | DealRoom

Intelligence/Portfolio Management and Investment Advice/CT

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SBA lending record

Milford Financial Inc.

3 Lafayette St, Milford, CT · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$50K

Total SBA financing

1

Loan on record

FY2026

On record

—

Jobs supported

Is Milford Financial 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

$50,000 — FY2026

Gross approval: $50,000
SBA guaranteed: $25,000 (50%)
Status: Committed
Rate at approval: 9.75% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 2/12/2026
Collateral: Required
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: TD Bank, National Association
Address: 3 Lafayette St
City: Milford
County: South Central Ct
SBA district office: CONNECTICUT DISTRICT OFFICE
Congressional district: 3

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 portfolio management and investment advice — by location, industry.

SBA lenders in Connecticut Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Connecticut

Similar businesses

Comparable portfolio management and investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

TAILORED WEALTH LLC

Fairfield, CT· ~10 mi

Portfolio Management and Investment Advice

$135K
SBA financing: ≈ $265K–$441K
Est. revenue (rough)

SENTINEL ASSET MANAGEMENT LLC

Wallingford, CT· ~23 mi

Portfolio Management and Investment Advice

$125K
SBA financing: ≈ $245K–$408K
Est. revenue (rough)

North Cove LLC

Old Saybrook, CT· ~36 mi

Portfolio Management and Investment Advice

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

Ivory Wealth Management, Inc.

Essex, CT

Portfolio Management and Investment Advice

$200K
SBA financing: ≈ $392K–$654K
Est. revenue (rough)

Michael Tangney

Glastonbury, CT· ~41 mi

Portfolio Management and Investment Advice

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

Murphy & Mullick Capital Management Corp.

Smithtown, NY· ~26 mi

Portfolio Management and Investment Advice

$2.0M
SBA financing: ≈ $3.9M–$6.5M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Milford Financial Inc. in Milford, CT (Portfolio Management and 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.

1 SBA 7(a) loan totaling $50K
On record FY2026
Industry: Portfolio Management and Investment Advice
Location: Milford, CT
Lender: TD Bank, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management and Investment Advice businesses in CT for ~$50k 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/milford-financial-inc-ct
API:: https://dealroom.so/api/public/businesses/milford-financial-inc-ct
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 Milford Financial 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 Milford Financial Inc..