Capital Resources LLC
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Founded in 2005, Capital Resources is a finance company specializing in loans for financial advisors, independent insurance professionals and captive Allstate insurance agency owners.
With more than 80 combined years of industry experience, we have the expertise to help you reach your goals. We have committed ourselves to knowing the insurance industry, and intimately understand the unique financial needs of current and future agency owners. We also have a deep understanding of loans and the lending process and strive to provide an affordable and accessible lending experience to qualified insurance agency owners, current, and future.
For potential customers, we don't just provide an opportunity to obtain capital. We believe the loan application and approval process ought to be personal, professional, and comfortable. At Capital Resources, we take the time needed to understand your needs before we formulate a capital plan. Our specialists work alongside you to create tailored loans and lending products designed to strengthen agencies. We want our customers to succeed and achieve their business goals, and we will uniquely cater to your needs to ensure success.
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insurance agency lending, loan servicing, debt refinancing, insurance agency ownership, management, insurance company representation, transactional law, merger, acquisition facilitation
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