SBA lending record
174 W STATE ST, Doylestown, PA 18901 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$701K
Total SBA financing
1
Loan on record
FY2025
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Strategic Planning and Insurance Advisors, LLC your business?
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The banks most active funding insurance agencies and brokerages — by location, industry.
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.
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Zeises Agency, LLC
Jenkintown, PA· ~14 mi
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LOUIS J INTRIERI AGENCY, INC
Southampton, PA· ~10 mi
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Serratelli Financial Group LLC
Bethlehem, PA· ~26 mi
Insurance Agencies and Brokerages
PENNSYLVANIA LIFE SOLUTIONS LLC
North Wales, PA· ~9 mi
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This page summarizes the public SBA 7(a) lending record for Strategic Planning and Insurance Advisors, LLC in Doylestown, PA (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.
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in PA for ~$701k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Strategic Planning and Insurance 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 Strategic Planning and Insurance Advisors, LLC.