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Northway Wealth Advisors, LLC — SBA Loan Record (Greenwich, CT) | DealRoom

Intelligence/Miscellaneous Financial Investment Activities/CT

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SBA lending record

Northway Wealth Advisors, LLC

500 FIELD POINT RD, Greenwich, CT · Miscellaneous Financial Investment Activities. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$145K

Total SBA financing

1

Loan on record

FY2023

On record

2

Jobs supported

Is Northway Wealth Advisors, 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.

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The loan

$145,000 — FY2023

Gross approval: $145,000
SBA guaranteed: $72,500 (50%)
Status: Current
Rate at approval: 9.5% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/28/2023
First disbursement: 4/5/2023
Days to fund: 8 days
Collateral: None
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Miscellaneous Financial Investment Activities
NAICS code: 523999
Lender: Webster Bank National Association
Address: 500 FIELD POINT RD
City: Greenwich
County: Western Ct
SBA district office: CONNECTICUT DISTRICT OFFICE
Congressional district: 4

The lender

Webster 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 miscellaneous financial investment activities — by location, industry.

SBA lenders in Connecticut Lenders for miscellaneous financial investment activities Miscellaneous Financial Investment Activities lenders in Connecticut

Similar businesses

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

Concepts in Planning Inc.

Mount Kisco, NY· ~14 mi

Miscellaneous Financial Investment Activities

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

DJCOS ADVISORS LLC

Staten Island, NY· ~38 mi

Miscellaneous Financial Investment Activities

$99K
SBA financing: ≈ $194K–$324K
Est. revenue (rough)

Marco Polo X LLC

New York, NY· ~25 mi

Miscellaneous Financial Investment Activities

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

PFS Preferred Financial Services, Inc.

Bayonne, NJ· ~36 mi

Miscellaneous Financial Investment Activities

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

R. G. Wealth Management, LLC

Meriden, CT· ~59 mi

Miscellaneous Financial Investment Activities

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

Thomas W Duff LLC

Brewer, ME

Miscellaneous Financial Investment Activities

$95K
SBA financing: ≈ $186K–$310K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Northway Wealth Advisors, LLC in Greenwich, CT (Miscellaneous Financial Investment Activities). 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 $145K
On record FY2023
2 jobs supported
Industry: Miscellaneous Financial Investment Activities
Location: Greenwich, CT
Lender: Webster Bank National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Miscellaneous Financial Investment Activities businesses in CT for ~$145k 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/northway-wealth-advisors-llc-ct
API:: https://dealroom.so/api/public/businesses/northway-wealth-advisors-llc-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 Northway Wealth Advisors, 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.

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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 Northway Wealth Advisors, LLC.