SBA lending record
TARGETED CFO SOLUTIONS LLC
117 COLES WAY, Lakewood, NJ · Miscellaneous Financial Investment Activities. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$20K
Total SBA financing
1
Loan on record
FY2024
On record
—
Jobs supported
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The loan
$20,000 — FY2024
- Gross approval
- $20,000
- SBA guaranteed
- $10,000 (50%)
- Status
- Current
- Rate at approval
- 11.5% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 8/13/2024
- First disbursement
- 9/25/2024
- Days to fund
- 43 days
- Collateral
- Required
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Miscellaneous Financial Investment Activities
- NAICS code
- 523999
- Address
- 117 COLES WAY
- City
- Lakewood
- County
- Ocean
- SBA district office
- NEW JERSEY DISTRICT OFFICE
- Congressional district
- 3
The lender
TD 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 miscellaneous financial investment activities — by location, industry.
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.
Palmieri Financial LLC
Fanwood, NJ· ~41 mi
Miscellaneous Financial Investment Activities
- $25K
- SBA financing
- ≈ $49K–$82K
- Est. revenue (rough)
Mountain View Financial Inc.
Valley Cottage, NY· ~73 mi
Miscellaneous Financial Investment Activities
- $25K
- SBA financing
- ≈ $49K–$82K
- Est. revenue (rough)
DJCOS ADVISORS LLC
Staten Island, NY· ~36 mi
Miscellaneous Financial Investment Activities
- $99K
- SBA financing
- ≈ $194K–$324K
- Est. revenue (rough)
MAC84, INC
Baltimore, MD· ~137 mi
Miscellaneous Financial Investment Activities
- $30K
- SBA financing
- ≈ $59K–$98K
- Est. revenue (rough)
Gerten & Associates, LLC
Moncks Corner, SC· ~580 mi
Miscellaneous Financial Investment Activities
- $20K
- SBA financing
- ≈ $39K–$65K
- Est. revenue (rough)
Taylor D. Brown
Cockeysville, MD· ~136 mi
Miscellaneous Financial Investment Activities
- $40K
- SBA financing
- ≈ $78K–$131K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for TARGETED CFO SOLUTIONS LLC in Lakewood, NJ (Miscellaneous Financial Investment Activities). 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 $20K
- On record FY2024
- Industry: Miscellaneous Financial Investment Activities
- Location: Lakewood, NJ
- Lender: TD Bank, National Association
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Miscellaneous Financial Investment Activities businesses in NJ for ~$20k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- 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.
- 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 TARGETED CFO SOLUTIONS LLC.