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S&O AGENCY, INC — SBA Loan Record (Puyallup, WA) | DealRoom

Intelligence/Insurance Agencies and Brokerages/WA

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SBA lending record

S&O AGENCY, INC

2819 E Main Ave., Puyallup, WA 98372 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$96K

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 S&O AGENCY, 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

$96,000 — FY2025

Gross approval: $96,000
SBA guaranteed: $81,600 (85%)
Status: Cancelled
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: 10/15/2024
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Northeast Bank
Address: 2819 E Main Ave.
City: Puyallup, 98372
County: Pierce
SBA district office: SEATTLE DISTRICT OFFICE
Congressional district: 8

The lender

Northeast 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 insurance agencies and brokerages — by location, industry.

SBA lenders in Washington Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Washington

Similar businesses

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

Soukphaly Insurance Agency Inc

Puyallup, WA· ~0 mi

Insurance Agencies and Brokerages

$96K
SBA financing: ≈ $189K–$314K
Est. revenue (rough)

Yarrington Insurance LLC

Sumner, WA· ~1 mi

Insurance Agencies and Brokerages

$103K
SBA financing: ≈ $202K–$337K
Est. revenue (rough)

CAMERON SEVERNS INSURANCE LLC

Federal Way, WA· ~9 mi

Insurance Agencies and Brokerages

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

Calen Nelsen Insurance Agency Inc

Tacoma, WA· ~12 mi

Insurance Agencies and Brokerages

$85K
SBA financing: ≈ $167K–$278K
Est. revenue (rough)

PROTE-G SERVICES, INC.

Federal Way, WA· ~10 mi

Insurance Agencies and Brokerages

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

Pik West Insurance Agency LLC

Renton, WA· ~21 mi

Insurance Agencies and Brokerages

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

Agent summary

This page summarizes the public SBA 7(a) lending record for S&O AGENCY, INC in Puyallup, WA (Insurance Agencies and Brokerages). 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 $96K
On record FY2025
2 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Puyallup, WA
Lender: Northeast Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in WA for ~$96k 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/s-o-agency-inc-wa
API:: https://dealroom.so/api/public/businesses/s-o-agency-inc-wa
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 S&O AGENCY, 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 S&O AGENCY, INC.