Capstone Planning Insurance Llc
24 Old Kings Road North, #a, Palm Coast, FL 32137 · Insurance Agencies and Brokerages (NAICS 524210)
Loan Summary
Source: SBA FOIA Loan-Level DataTotal Loans
2
Total Amount
$1.3M
Jobs Supported
12
Years Active
2021–2025
Loan History (2)
Source: SBA FOIA504$672,000
Exempt
- Approved
- Apr 18, 2025 (FY2025)
- Term
- 300 months (25.0 yrs)
- Jobs Supported
- 3
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- Industry
- Insurance Agencies and Brokerages (NAICS 524210)
Lender
Cypress Bank & Trust
Certified Development Company (CDC)
Florida First Capital Finance
1351 N. Gadsden Street, Tallahassee, FL 32303
Third-Party Lender
Cypress Bank & Trust · Melbourne, FL
Project Location
Flagler County, FL
504$648,000
Exempt
- Approved
- Apr 20, 2021 (FY2021)
- Term
- 300 months (25.0 yrs)
- Jobs Supported
- 9
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- Industry
- Insurance Agencies and Brokerages (NAICS 524210)
Lender
Intracoastal Bank
Certified Development Company (CDC)
Florida First Capital Finance
1351 N. Gadsden Street, Tallahassee, FL 32303
Third-Party Lender
Intracoastal Bank · Palm Coast, FL
Project Location
Flagler County, FL
Business Details
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- NAICS Code
- 524210 — Insurance Agencies and Brokerages
- Address
- 24 Old Kings Road North, #a
Palm Coast, FL 32137
Lenders
- Cypress Bank & Trust
- Intracoastal Bank