Small Business Financing Owasso OK

Looking for Small Business Financing in Owasso? We have compiled a list of businesses and services around Owasso that should help you with your search. We hope this page helps you find Small Business Financing in Owasso.

Adam Leavitt
Disciplined Investments, LLC
(918) 388-2690
2200 South Utica Place, Suite 400
Tulsa, OK
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

J. Harvie Roe
AmeriTrust Investment Advisors, Inc.
(918) 610-8080
4111 South Darlington, Suite 450
Tulsa, OK
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Charitable Giving - Trusts & Foundations, High Net Worth Client Needs, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, MBA

Kevin Jacobs
Step By Step Tax and Financial Planning, LLC
(918) 806-6596
2031 West Houston Street
Broken Arrow, OK
Expertises
Ongoing Investment Management, Middle Income Client Needs, Tax Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. David St. John, CFP®
(918) 272-7200
9500 N. 129th E. Ave
Owasso, OK
Firm
St. John Financial Group, Inc.
Areas of Specialization
Retirement Planning

Data Provided By:
Cory Sean Craddock, CFP®
(918) 369-1997
7711 E Skelly Dr Ste 123
Tulsa, OK
Firm
Craddock Financial Management, PLLC
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Self-Employed Business Owners

Data Provided By:
Trey Cooper
Adams Hall Asset Management, LLC
(918) 665-2446
4200 E. Skelly Drive, Suite 950
Tulsa, OK
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Jana Shoulders
Adams Hall Asset Management, LLC
(918) 665-2446
4200 E. Skelly Drive, Suite 950
Tulsa, OK
Expertises
High Net Worth Client Needs, Women's Financial Planning Issues, Planning Concerns for Corporate Executives, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, AEP, AIF, CPA

Mr. David H. Fleske, CFP®
(918) 272-7301
12338 E 86th St N
Owasso, OK
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Brent Keith, CFP®
(918) 272-8927
8601 N Garnett Rd
Owasso, OK
Firm
First Bank of Owasso, DBA First Financial Services
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Michael N. Sokol, CFP®
(918) 586-5769
321 S Boston Ave
Tulsa, OK
Firm
JP Morgan Chase

Data Provided By:
Data Provided By:

Business Financing From The SBA / Small Business Administration

The Small Business Administration is the most useful resource available to startups and established small businesses. An Independent agency of the Executive branch of the Federal Government, the SBA has the responsibility of providing assistance to American small businesses in the areas of advocacy, management, procurement, and financial assistance. The SBA financing comes in the forms of investment programs, business loan programs, disaster loan programs, and bonding for contractors. In most cases, the SBA should be the first business financing resource a small business owner looks to for their financing needs.

The SBA has three different loan programs for small business financing . It is important to know that while the SBA has these programs, they do not actually provide the business financing . The SBA sets the guidelines for these loans, then their partners, which include lenders, community development organizations, and microlending institutions, actually make the loan to small businesses . The SBA guarantees the loans, to reduce the risk to the lenders.

The first type of business loan that the SBA offers is the Basic 7(a) Loan Guaranty. When a small business is unable to obtain financing from other sources, this is the primary business loan program offered. This is the SBA's most flexible business financing program, and it is ideal for start up business financing as well as established business financing . This type of new business financing can be used for most business purposes, such as working capital, equipment, office furnishings, land and building, leases, and even debt refinancing. The maturity date of the loan varies, depending on what the loan is used for. For working capital, the loan maturity is up to 10 years, while it is generally up to 25 years for fixed assets.

There are several different variations of the Basic 7(a) loan program, designed to fill specific needs. This type of loan is the closest a small business owner can get to free business financing, because any fees that the SBA has for administration are charged to the lender. However, the lender does have the right to make those fees a part of your loan, which means that you may ultimately pay those fees.

The second type of loan that the SBA offers is the Microloan. This is known as the 7(m) loan program. These are short-term loans of up to $35,000, and are primarily for small businesses and non-profit child care centers. They are meant to provide working capital, inventory purchases, supplies, furnishings, and equipment. They may not be used to pay existing debts or to purchase real estate. This type of business financing is great for business owners who wish to expand.

The third type of small business financing available through the SBA is a Certified Development Company (CDC) loan. Known as the 504 loan program, these loans should only be sought by businesses that require brick and mortar financing . These are long-term...

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