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PFS PREFERRED FINANCIAL SERVICES, INC. — SBA Loan Record (Naples, FL) | DealRoom

Intelligence/Miscellaneous Financial Investment Activities/FL

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SBA lending record

PFS PREFERRED FINANCIAL SERVICES, INC.

5100 TAMIAMI TRL N STE 103, Naples, FL 34103 · Miscellaneous Financial Investment Activities. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$400K

Total SBA financing

1

Loan on record

FY2025

On record

10

Jobs supported

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

Is PFS PREFERRED FINANCIAL SERVICES, 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

$400,000 — FY2025

Gross approval: $400,000
SBA guaranteed: $300,000 (75%)
Status: Current
Rate at approval: 10.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/23/2024
First disbursement: 1/7/2025
Days to fund: 15 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 10
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Miscellaneous Financial Investment Activities
NAICS code: 523999
Lender: BayFirst National Bank
Address: 5100 TAMIAMI TRL N STE 103
City: Naples, 34103
County: Collier
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 19

The lender

BayFirst National Bank

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

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.

Peak Strategies, LLC

Boca Raton, FL· ~107 mi

Miscellaneous Financial Investment Activities

$352K
SBA financing: ≈ $690K–$1.2M
Est. revenue (rough)

Weitz Financial Partners

Fort Lauderdale, FL· ~105 mi

Miscellaneous Financial Investment Activities

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

EMILAN. CO

Miami, FL· ~95 mi

Miscellaneous Financial Investment Activities

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

Beale Financial Group, LLC

Palm Beach Gardens, FL· ~116 mi

Miscellaneous Financial Investment Activities

$550K
SBA financing: ≈ $1.1M–$1.8M
Est. revenue (rough)

GMD Financial, Inc

Lithia, FL· ~117 mi

Miscellaneous Financial Investment Activities

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Christopher J Mackin CFP

Boca Raton, FL· ~107 mi

Miscellaneous Financial Investment Activities

$311K
SBA financing: ≈ $611K–$1.0M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for PFS PREFERRED FINANCIAL SERVICES, INC. in Naples, FL (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 $400K
On record FY2025
10 jobs supported
Industry: Miscellaneous Financial Investment Activities
Location: Naples, FL
Lender: BayFirst National Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Miscellaneous Financial Investment Activities businesses in FL for ~$400k 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/pfs-preferred-financial-services-inc-fl
API:: https://dealroom.so/api/public/businesses/pfs-preferred-financial-services-inc-fl
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 PFS PREFERRED FINANCIAL SERVICES, 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 PFS PREFERRED FINANCIAL SERVICES, INC..