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Zachary Honess — SBA Loan Record (Edinboro, PA) | DealRoom

Intelligence/Portfolio Management and Investment Advice/PA

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SBA lending record

Zachary Honess

148 Meadville ST, Edinboro, PA 16412 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$300K

Total SBA financing

1

Loan on record

FY2024

On record

4

Jobs supported

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

Is Zachary Honess 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

$300,000 — FY2024

Gross approval: $300,000
SBA guaranteed: $225,000 (75%)
Status: Current
Rate at approval: 11.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/16/2024
First disbursement: 4/1/2024
Days to fund: 16 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 4
Business type: Individual
Business age: Startup, Loan Funds will Open Business
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Byline Bank
Address: 148 Meadville ST
City: Edinboro, 16412
County: Erie
SBA district office: PITTSBURGH DISTRICT OFFICE
Congressional district: 16

The lender

Byline 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 portfolio management and investment advice — by location, industry.

SBA lenders in Pennsylvania Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Pennsylvania

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.

DYNAMIC PORTFOLIO STRATEGIES, LLC

Youngstown, OH· ~57 mi

Portfolio Management and Investment Advice

$416K
SBA financing: ≈ $816K–$1.4M
Est. revenue (rough)

BUTSON FINANCIAL ADVISORS, LLC

Sewickley, PA· ~87 mi

Portfolio Management and Investment Advice

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

Valerie A Visconti

Wexford, PA· ~87 mi

Portfolio Management and Investment Advice

$345K
SBA financing: ≈ $676K–$1.1M
Est. revenue (rough)

Financial Wellness Partners LLC

Strongsville, OH· ~96 mi

Portfolio Management and Investment Advice

$311K
SBA financing: ≈ $610K–$1.0M
Est. revenue (rough)

Hope Financial Group LLC

Stow, OH· ~85 mi

Portfolio Management and Investment Advice

$281K
SBA financing: ≈ $551K–$918K
Est. revenue (rough)

Grandview Wealth Management

Pittsburgh, PA· ~107 mi

Portfolio Management and Investment Advice

$322K
SBA financing: ≈ $631K–$1.1M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Zachary Honess in Edinboro, PA (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 $300K
On record FY2024
4 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Edinboro, PA
Lender: Byline Bank

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 PA for ~$300k 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/zachary-honess-pa
API:: https://dealroom.so/api/public/businesses/zachary-honess-pa
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 Zachary Honess 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 Zachary Honess.