SBA lending record

Meyer Financial Services, Inc.

2020 CALAMOS COURT, Naperville, IL 60563 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.0M

Total SBA financing

Loan on record

FY2021

On record

Jobs supported

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

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The loan

$1,015,000 — FY2021

Gross approval: $1,015,000
SBA guaranteed: $913,500 (90%)
Status: Cancelled
Rate at approval: 5.75% f
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/29/2021
Collateral: Required
Jobs supported: 4
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Investment Advice
NAICS code: 523930
Lender: Live Oak Banking Company
Address: 2020 CALAMOS COURT
City: Naperville, 60563
County: Dupage
SBA district office: ILLINOIS DISTRICT OFFICE
Congressional district: 6

The lender

Live Oak Banking Company

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 investment advice — by location, industry.

SBA lenders in Illinois Lenders for investment advice Investment Advice lenders in Illinois

Similar businesses

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

Revere Financial LLC

Naperville, IL· ~6 mi

Investment Advice

$1.0M
SBA financing: ≈ $2.0M–$3.3M
Est. revenue (rough)

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Alpha Capital Dallas, LLC

Naperville, IL· ~6 mi

Investment Advice

$1.7M
SBA financing: ≈ $3.3M–$5.5M
Est. revenue (rough)

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INVESTMENT CONSULTING SERVICES, LLC

Oak Brook, IL· ~15 mi

Investment Advice

$975K
SBA financing: ≈ $1.9M–$3.2M
Est. revenue (rough)

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VITAL WEALTH MANAGEMENT LLC

Rosemont, IL· ~23 mi

Investment Advice

$1.3M
SBA financing: ≈ $2.5M–$4.1M
Est. revenue (rough)

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Richard Woo - Sole Proprietor

Chicago, IL· ~30 mi

Investment Advice

$930K
SBA financing: ≈ $1.8M–$3.0M
Est. revenue (rough)

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AFIN FAMILY WEALTH MANAGEMENT INC.

Oak Brook, IL· ~14 mi

Investment Advice

$300K
SBA financing: ≈ $588K–$980K
Est. revenue (rough)

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Agent summary

This page summarizes the public SBA 7(a) lending record for Meyer Financial Services, Inc. in Naperville, IL (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 $1.0M
On record FY2021
4 jobs supported
Industry: Investment Advice
Location: Naperville, IL
Lender: Live Oak Banking Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in IL for ~$1.0M 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/meyer-financial-services-inc-il
API:: https://www.capbench.com/api/public/businesses/meyer-financial-services-inc-il
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.

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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 Meyer Financial Services, Inc..