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Third Act Retirement Planning — SBA Loan Record (Marietta, GA) | DealRoom

Intelligence/Miscellaneous Financial Investment Activities/GA

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SBA lending record

Third Act Retirement Planning

2695 HOLLY SPRINGS RD, Marietta, GA 30062 · Miscellaneous Financial Investment Activities. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$80K

Total SBA financing

1

Loan on record

FY2021

On record

—

Jobs supported

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

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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

$80,000 — FY2021

Gross approval: $80,000
SBA guaranteed: $68,000 (85%)
Status: Current
Rate at approval: 6% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/14/2020
First disbursement: 1/4/2021
Days to fund: 51 days
Collateral: Required
Sold on secondary market: Yes
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Miscellaneous Financial Investment Activities
NAICS code: 523999
Lender: The Huntington National Bank
Address: 2695 HOLLY SPRINGS RD
City: Marietta, 30062
County: Cobb
SBA district office: GEORGIA DISTRICT OFFICE
Congressional district: 6

The lender

The Huntington 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 Georgia Lenders for miscellaneous financial investment activities Miscellaneous Financial Investment Activities lenders in Georgia

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.

Ogletree Financial LLC

Atlanta, GA· ~13 mi

Miscellaneous Financial Investment Activities

$131K
SBA financing: ≈ $257K–$428K
Est. revenue (rough)

Kenneth Bellavance Advisory LLC

Cumming, GA· ~25 mi

Miscellaneous Financial Investment Activities

$1.5M
SBA financing: ≈ $2.9M–$4.9M
Est. revenue (rough)

SAC Welch Holdings LLC

Atlanta, GA· ~19 mi

Miscellaneous Financial Investment Activities

$2.4M
SBA financing: ≈ $4.7M–$7.9M
Est. revenue (rough)

AGG ASSET MANAGEMENT, LLC

Westlake Village, CA· ~1957 mi

Miscellaneous Financial Investment Activities

$69K
SBA financing: ≈ $135K–$225K
Est. revenue (rough)

NETWORK VENTURES, INC

Las Vegas, NV· ~1732 mi

Miscellaneous Financial Investment Activities

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

THE CBA GROUP, LLC

Cornelius, NC· ~228 mi

Miscellaneous Financial Investment Activities

$28K
SBA financing: ≈ $54K–$91K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Third Act Retirement Planning in Marietta, GA (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 $80K
On record FY2021
Industry: Miscellaneous Financial Investment Activities
Location: Marietta, GA
Lender: The Huntington 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 GA for ~$80k 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/third-act-retirement-planning-ga
API:: https://dealroom.so/api/public/businesses/third-act-retirement-planning-ga
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 Third Act Retirement Planning 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 Third Act Retirement Planning.