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PROSPR FINANCIAL WELLNESS — SBA Loan Record (Toms River, NJ) | DealRoom

Intelligence/Portfolio Management and Investment Advice/NJ

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SBA lending record

PROSPR FINANCIAL WELLNESS

2107 ORIEN RD, Toms River, NJ · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$144K

Total SBA financing

1

Loan on record

FY2026

On record

4

Jobs supported

Is PROSPR FINANCIAL WELLNESS 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

$144,000 — FY2026

Gross approval: $144,000
SBA guaranteed: $122,400 (85%)
Status: Committed
Rate at approval: 9.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 2/13/2026
Collateral: Required
Jobs supported: 4
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Celtic Bank Corporation
Address: 2107 ORIEN RD
City: Toms River
County: Ocean
SBA district office: NEW JERSEY DISTRICT OFFICE
Congressional district: 3

The lender

Celtic Bank Corporation

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

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.

MTK FINANCIAL GROUP II CORPORATION

Millstone Township, NJ· ~18 mi

Portfolio Management and Investment Advice

$240K
SBA financing: ≈ $471K–$784K
Est. revenue (rough)

Ryan M Hengerer

Red Bank, NJ· ~24 mi

Portfolio Management and Investment Advice

$60K
SBA financing: ≈ $118K–$196K
Est. revenue (rough)

Barnett Financial Services LLC

Medford, NJ· ~34 mi

Portfolio Management and Investment Advice

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

Owl Family Company LLC

Evesham, NJ

Portfolio Management and Investment Advice

$98K
SBA financing: ≈ $192K–$320K
Est. revenue (rough)

NWE Wealth LLC

Moorestown, NJ· ~40 mi

Portfolio Management and Investment Advice

$330K
SBA financing: ≈ $647K–$1.1M
Est. revenue (rough)

JPH Wealth Management LLC

Verona, NJ· ~56 mi

Portfolio Management and Investment Advice

$331K
SBA financing: ≈ $648K–$1.1M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for PROSPR FINANCIAL WELLNESS in Toms River, NJ (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 $144K
On record FY2026
4 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Toms River, NJ
Lender: Celtic Bank Corporation

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 NJ for ~$144k 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/prospr-financial-wellness-nj
API:: https://dealroom.so/api/public/businesses/prospr-financial-wellness-nj
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 PROSPR FINANCIAL WELLNESS 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 PROSPR FINANCIAL WELLNESS.