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FRANCHISE BRAND· Investment Advice

SBA loans for American Express Financial Advisors

18 SBA loans have financed American Express Financial Advisors locations since 2003, written by 15 different lenders across 14 states. Half were approved for $162K or less, the mix is 504-heavy, and 22% went to owners whose business was under two years old.

Rank lenders for my deal
SBA loans
18
none in last 5 yrs
Median approval
$162K
90th pct $392K
Total approved
$3.6M
all years
To new owners
22%
4 loans
Lenders
15
14 states
No SBA loan has been recorded for this brand in the last five years. That can mean the brand stopped franchising, was renamed, or is now recorded under a different name in the SBA extract. Treat the numbers above as history, not as current appetite.

The lenders that fund American Express Financial Advisors

A lender that has already underwritten this brand knows the unit economics, the build-out costs, and the franchisor. That is worth more to you than a bigger bank starting from scratch.

1
Austin, TX
American Express Financial Advisors loans
2
In last 5 yrs
0
Typical loan
$348K
To new owners
0%
Last approval
Oct 2012
No approval for this brand in the last five years. Historical expertise, but confirm they still lend on it before you invest time.
2
Sioux Falls, SD
American Express Financial Advisors loans
2
In last 5 yrs
0
Typical loan
$187K
To new owners
50%
Last approval
Dec 2008
No approval for this brand in the last five years. Historical expertise, but confirm they still lend on it before you invest time.
3
Fitchburg, WI
American Express Financial Advisors loans
2
In last 5 yrs
0
Typical loan
$57K
To new owners
100%
Last approval
Aug 2005
No approval for this brand in the last five years. Historical expertise, but confirm they still lend on it before you invest time.
4
Tulsa, OK
American Express Financial Advisors loans
1
In last 5 yrs
0
Typical loan
$274K
To new owners
0%
Last approval
Feb 2014
No approval for this brand in the last five years. Historical expertise, but confirm they still lend on it before you invest time.
5
Columbus, OH
American Express Financial Advisors loans
1
In last 5 yrs
0
Typical loan
$85K
To new owners
0%
Last approval
Sep 2013
No approval for this brand in the last five years. Historical expertise, but confirm they still lend on it before you invest time.
6
Sioux Falls, SD
American Express Financial Advisors loans
1
In last 5 yrs
0
Typical loan
$177K
To new owners
0%
Last approval
Aug 2012
No approval for this brand in the last five years. Historical expertise, but confirm they still lend on it before you invest time.
7
Waterford, MI
American Express Financial Advisors loans
1
In last 5 yrs
0
Typical loan
$249K
To new owners
0%
Last approval
May 2007
No approval for this brand in the last five years. Historical expertise, but confirm they still lend on it before you invest time.
8
Denver, CO
American Express Financial Advisors loans
1
In last 5 yrs
0
Typical loan
$232K
To new owners
0%
Last approval
Aug 2006
No approval for this brand in the last five years. Historical expertise, but confirm they still lend on it before you invest time.
9
Biddeford, ME
American Express Financial Advisors loans
1
In last 5 yrs
0
Typical loan
$290K
To new owners
0%
Last approval
Aug 2006
No approval for this brand in the last five years. Historical expertise, but confirm they still lend on it before you invest time.
10
Raleigh, NC
American Express Financial Advisors loans
1
In last 5 yrs
0
Typical loan
$514K
To new owners
0%
Last approval
Nov 2005
No approval for this brand in the last five years. Historical expertise, but confirm they still lend on it before you invest time.
11
Portsmouth, NH
American Express Financial Advisors loans
1
In last 5 yrs
0
Typical loan
$109K
To new owners
0%
Last approval
May 2005
No approval for this brand in the last five years. Historical expertise, but confirm they still lend on it before you invest time.
12
Charlotte, NC
American Express Financial Advisors loans
1
In last 5 yrs
0
Typical loan
$64K
To new owners
100%
Last approval
Mar 2005
No approval for this brand in the last five years. Historical expertise, but confirm they still lend on it before you invest time.