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PITTSFORD TAX AND WEALTH PARTNERS — SBA Loan Record (Pittsford, NY) | DealRoom

Intelligence/Portfolio Management and Investment Advice/NY

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SBA lending record

PITTSFORD TAX AND WEALTH PARTNERS

141 SULLYS TRL STE 12, Pittsford, NY 14534 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$180K

Total SBA financing

1

Loan on record

FY2025

On record

2

Jobs supported

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

Is PITTSFORD TAX AND WEALTH PARTNERS 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

$180,000 — FY2025

Gross approval: $180,000
SBA guaranteed: $135,000 (75%)
Status: Current
Rate at approval: 7.51% f
Term: 72 mo (6 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/10/2025
First disbursement: 1/15/2025
Days to fund: 5 days
Collateral: Required
Jobs supported: 2
Business type: Individual
Business age: Startup, Loan Funds will Open Business
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: ESL FCU
Address: 141 SULLYS TRL STE 12
City: Pittsford, 14534
County: Monroe
SBA district office: ROCHESTER BRANCH OFFICE
Congressional district: 25

The lender

ESL FCU

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 New York Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in New York

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.

WILSON & DATTILO, LLC

East Rochester, NY· ~4 mi

Portfolio Management and Investment Advice

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

Kevin James Conroy

Webster, NY· ~9 mi

Portfolio Management and Investment Advice

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

BC NAVIGATOR FINANCIAL LLC

Rochester, NY· ~7 mi

Portfolio Management and Investment Advice

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

Attain Wealth Planning LLC

Depew, NY· ~63 mi

Portfolio Management and Investment Advice

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

JCHRISTOPHER ADVISORS INC

Rochester, NY· ~5 mi

Portfolio Management and Investment Advice

$25K
SBA financing: ≈ $49K–$82K
Est. revenue (rough)

Lauren A. Gidley

Williamsville, NY· ~62 mi

Portfolio Management and Investment Advice

$320K
SBA financing: ≈ $627K–$1.0M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for PITTSFORD TAX AND WEALTH PARTNERS in Pittsford, NY (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 $180K
On record FY2025
2 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Pittsford, NY
Lender: ESL FCU

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 NY for ~$180k 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/pittsford-tax-and-wealth-partners-ny
API:: https://dealroom.so/api/public/businesses/pittsford-tax-and-wealth-partners-ny
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 PITTSFORD TAX AND WEALTH PARTNERS 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 PITTSFORD TAX AND WEALTH PARTNERS.