CLS Financial - Los Alamitos, California

CLS Financial: A Trusted Partner in Your Financial Journey

CLS Financial is a distinguished financial institution located in Los Alamitos, California, dedicated to providing comprehensive financial solutions to individuals and families. Situated at 4450 W Cerritos Ave, Los Alamitos, CA 90720, and easily accessible with a wheelchair-accessible entrance and parking, CLS Financial strives to create a welcoming and inclusive experience for all clients. Their phone number is Phone: 5625946884, and their website, clsfinancial.com, offers a wealth of information and resources.

Core Services and Expertise

CLS Financial operates as a multifaceted organization, expertly combining the roles of a mortgage lender, financial consultant, loan agency, and mortgage broker. This diverse skillset allows them to cater to a wide range of financial needs, from assisting clients in securing their first home to providing strategic financial guidance throughout their lives. They specialize in navigating the complexities of the mortgage process, offering competitive rates and personalized service. Furthermore, their financial consultant services provide valuable insights and support in areas such as investment planning, retirement savings, and overall financial wellness.

Key Features and Benefits

• Mortgage Lending Expertise: CLS Financial possesses a deep understanding of the mortgage market and can help clients find the best loan options tailored to their specific circumstances and financial goals.
• Personalized Financial Advice: Their experienced consultants take the time to understand each client's unique situation and develop customized financial strategies.
• Streamlined Loan Process: CLS Financial aims to simplify the loan application process, providing clear guidance and support every step of the way.
• Community Focus: As a women-owned business, they are committed to fostering a supportive and empowering environment for their clients and employees.
• Accessibility: The wheelchair-accessible facility demonstrates their commitment to inclusivity and ensuring that all clients can comfortably access their services.

Client Testimonials and Reputation

CLS Financial has garnered a strong reputation for its commitment to client satisfaction, as evidenced by the impressive 153 reviews on Google My Business. The average opinion is a remarkable 5/5, reflecting the overwhelmingly positive experiences shared by their clients. A recurring theme in these reviews highlights the professionalism and dedication of their team, particularly Brad Fish and his team, who are consistently praised for their responsiveness, expertise, and commitment to client needs. Clients frequently express gratitude for feeling supported and confident throughout the often-complex process of securing a mortgage. The consistent feedback suggests a culture of prioritizing client relationships and delivering exceptional service.

About CLS Financial

CLS Financial is more than just a financial institution; it’s a trusted partner dedicated to helping individuals and families achieve their financial aspirations. They pride themselves on their commitment to transparency, integrity, and personalized service. Their team combines extensive industry knowledge with a genuine desire to build long-term relationships with their clients. They understand that financial decisions are often significant, and they are dedicated to providing the guidance and support needed to make informed choices. The company’s focus on accessibility, as demonstrated by their wheelchair-accessible facilities, underscores their belief in creating a welcoming and inclusive environment for all. They consistently strive to exceed expectations and deliver results that align with their clients’ goals.

Contact Information and Resources

For further information or to schedule a consultation, please contact CLS Financial directly:

• Address: 4450 W Cerritos Ave, Los Alamitos, CA 90720, United States
• Phone: 5625946884
• Website: clsfinancial.com

CLS Financial is committed to providing a seamless and rewarding experience for every client. They believe that financial well-being is a cornerstone of a fulfilling life, and they are dedicated to empowering individuals to achieve their financial goals with confidence.

👍 Reviews of CLS Financial

Tim M.

5/5

My wife and I just closed on our fist home and truly couldn't have done it without Brad Fish and his team. He is extremely professional and will do what is needed to best serve his client's needs. I couldn't recommend him more. We always felt that we were in good hands.

Allie H.

5/5

I'm pleased to write a review for CLS Financial, specifically for Brad Fish. This is my second time working with Brad, and he makes the entire process from offer to escrow incredibly smooth and efficient. His exceptional communication skills and calm demeanor are comforting during the stressful experience of making offers and going through escrow. Brad's stellar reputation in the Long Beach community is well deserved. I highly recommend his services.

Candice J.

5/5

We came to Brad when had a bad experience with another lender, and it was a totally different experience. Him and his team were overly communicative, and as a first time home buyer, we had a TON of questions, which he was so quick and patient with us to answer. I cannot say enough about how great it was to work with Brad. If you're looking for a lender we highly recommend working with him and his team!

Michelle B.

5/5

Wendee and Gaby were an absolute pleasure to work with! We could not have been in better hands throughout this process. Whenever I had questions Gaby always answered them right away and explained everything thoroughly. As first time buyers we felt that we were in good hands and that took a lot of pressure off of us. I would absolutely recommend CLS to friends and family and will definitely work with them again in the future!

Sandra C.

5/5

Wendee, Gaby, and Rachel. The dream team I worked with to finance my first home. They hustled for me during the holidays and New Years and were in constant contact with me every step of the way. Best part is we were able to close BEFORE the 30 day escrow close!

Strong and compassionate women. Will definitely work with them again. 🙂

bkswrld

5/5

Brad made my first purchase of a new condo a breeze! He was informative and helpful and walked me through the process. He answered my millions of questions and was available anytime I needed to talk. Not only that but he got mw a killer rate and was looking out for me financially every step of the way. I am really glad he’s a part of my home buying team! Thank you Brad!

Gregory M.

5/5

We recently financed our first mortgage with Tony Close and his team. The seller wanted a shorter than normal escrow period in order to close the deal. That meant that Tony and his team really had to push to get everything finished more quickly than the typical sale. I literally had to call Tony at 9pm on a few occasions to ensure I understood the documents I had to sign. If he didn't answer immediately, he called me right back and always was extremely helpful and patient in making me understand the process. All of the people we dealt with at CLS were great to work with. CLS made it happen for us, and really earned our business. We would definitely recommend CLS to our friends and family and would work with them again in the future!

Ian H.

5/5

Tony Close was excellent at leading us through getting a loan for our first home. Always available for all of our questions and extremely on top of making sure everything moved forward smoothly! He locked in a great rate for us, especially in 2022's unpredictable financial climate. My wife and I are extremely grateful for all his and CLS's work.