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SBA lending record

DAN FLANAGAN, CFP

1500 DISTRICT AVE., Burlington, MA · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$996K

Total SBA financing

1

Loan on record

FY2025

On record

2

Jobs supported

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The loan

$996,000 — FY2025

Gross approval: $996,000
SBA guaranteed: $747,000 (75%)
Status: Current
Rate at approval: 10% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/18/2025
First disbursement: 8/21/2025
Days to fund: 3 days
Collateral: Required
Jobs supported: 2
Business type: Individual
Business age: Startup, Loan Funds will Open Business
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Webster Bank National Association
Address: 1500 DISTRICT AVE.
City: Burlington
County: Middlesex
SBA district office: MASSACHUSETTS DISTRICT OFFICE
Congressional district: 6

The lender

Webster Bank National Association

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

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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.

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SBA financing: ≈ $686K–$1.1M
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SBA financing: ≈ $490K–$817K
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Agent summary

This page summarizes the public SBA 7(a) lending record for DAN FLANAGAN, CFP in Burlington, MA (Portfolio Management and Investment Advice). CapBench 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 $996K
On record FY2025
2 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Burlington, MA
Lender: Webster Bank National Association

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 MA for ~$996k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

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Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/dan-flanagan-cfp-ma
API:: https://www.capbench.com/api/public/businesses/dan-flanagan-cfp-ma
Methodology:: Sources & methodology

Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and CapBench methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.

Is DAN FLANAGAN, CFP your business?

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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with DAN FLANAGAN, CFP.

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