Insurance Agency and
Financial Advisor Practice Loans
Insurance Agency and Financial Advisor Practice Lending is Our Business
Since 2005, Capital Resources has been an industry leader in providing insurance agency and financial advisory acquisition loans to current and prospective insurance agency and financial advisory owners. Since that time, we have worked hard to make access to capital for insurance agency and financial advisory owners both fast and affordable. We achieve this by relying on our people and their industry knowledge.
With more than 100 combined years of industry experience, we have the expertise to help you reach your goals. We have committed ourselves to knowing the insurance and financial management industry, while we work hard to intimately understand the unique financial needs of current and future insurance agency and financial advisory owners. We also have a deep understanding of loans and the lending process. We strive to provide an affordable and accessible lending experience to qualified insurance agency and financial advisory firm owners across the United States, both current and future.
For our customers, we don’t just provide an opportunity to obtain an insurance agency or financial advisory practice loan. We believe the loan application and approval process should be personal, professional, and comfortable. Not burdensome or embarrassing. At Capital Resources, we take the time needed to understand your goals and needs before we work with you to formulate your customized insurance agency or financial advisory loan. Our specialists work alongside of you to create tailored loans and lending products designed to strengthen your insurance agency or financial advisory practice, giving you the advantage needed to succeed. We want our customers to succeed and achieve their business goals, and we will uniquely cater to your needs to ensure that success.
Capital Resources is based in Overland Park, KS, a suburb within the Kansas City metropolitan area.
The people who make up Capital Resources have considerable expertise in the areas of banking, transactional law, insurance agency ownership, marketing, and agency brokerage. Call us today at 866-523-6641 or email us at info@CapitalResources.com and let us put our expertise to work for you!