CLS Financial Services

As first time home buyers, my husband and I had a lot of questions. Tony and his staff at CLS Financial did a fantastic job of not only answering all of our questions quickly, but they were also very thorough, professional, and easy to work with. They went the extra mile to get us the best rate and financial funding we needed. Thank you! — Chris and Teri Pittock

I have secured mortgages before, but this was the best experience ever! Keith is not only professional, but kind, returns calls promptly and educates you along the way so there no surprises. Who needs financial surprises when purchasing a home? Not this woman! I not only secured a mortgage, but made a valued friend. Can’t beat that! Thanks Keith!

I recommend CLS and their team to my buyers because they get the job done for my clients, who by the way, every one of them have thanked ME repeatedly for recommending CLS to them. The customer service is top notch, they explain the process to not only my first time home buyers, but to me as a newer agent still learning. So many loans to choose from and CLS will find the loan best suited for you. They have helped close VA loans, FHA loans, and many loans with no PMI. I love how they are personable and yet completely professional! I’m a fan!

My wife and I recently used CLS for the loan on our new house, and I was pleasantly surprised with the level of service I received. Wendee, Gaby and the whole team were very responsive, and I received answers to every question I had. Some additional financial information was requested by the underwriter, since we run a small business, and Wendee assisted me tremendously in getting that stuff together. Home buying is by nature a stressful event, and CLS really did everything they could to mitigate the stress on my part. Overall, a fantastic experience, and I would definitely recommend them and use them again in a heartbeat! Thank you Wendee!!!

I couldn’t ask for a better partner to team with in Real Estate. Trust worthy, honest, competitive and always willing to go the extra mile with my clients. Ownership, hard work and sincere. People of their word. Very important qualities to have in a lender.

Great to work with and gets the escrow closed! Always responds to questions. Found us the best loan. friendly and never forgets tbeir clients!

We have finally started settling into our new house that CLS helped us get into! We had been working with them since January and drug our feet because we didn’t want to hear bad news. They were patient with us and checked in often to remind us to move along. I finally got it all together and by March they told us what we could afford. Now we are in our dream neighborhood in a beautiful home and all thanks to their hard work. We had some kinks to work out financially and they helped us tremendously! In fact I had a hard time keeping up with them! They were kind, friendly, non-​judgemental, and made us feel like a member of the family. I wouldn’t hesitate to use them again or recommend them. Wonderful people and incredible service!

I have partnered with CLS Financial, and their team on many transactions with my buyers. I say partnered, because that is what is… a partnership! When referring my clients, I know they will completely understand the home buying process all the way through… they will receive the best in customer service, and will always have someone they can actually talk to, with any question they may have. I would highly recommend them to a buyer who expects the best.

Great team there at CLS, my wife and I were first time home buyers and they were very helpful throughout the whole process. They were always there when we needed them and provided a timely response whenever we needed something or had questions. We will definitely be going back to them for our future home loan needs.

The team at CLS helped us through our first homebuying experience. We got personalized, professional service from the entire staff. Tony found us a great rate, and helped us to avoid the PMI. We used them a year later for our refi and are saving even more money now!

CLS is more than amazing to work with. The whole team goes beyond your expectations and are very honest. My clients love Alana and her personality. She is very informative and guides every buyer step by step of purchasing a home whether they are ready now or later.

My husband and I can not express our satisfaction with CLS Financial! Many years ago we were unfortunately one of the ones who got suckered in with Country Wide with such an awful experience we never thought in a million years would ever consider buying again. CLS was not only right there from start to finish but also provided support, answered questions and gave us the tools and knowledge be make our home buying experience a rather smooth one. We have used them for our refinancing as well as once again another smooth experience. From Tony Close to every other person we dealt with, they are very professional, friendly and will do their best to ensure you know exactly what your getting into. We definitely will use them again and highly recommend them!

CLS was amazing to work with. They helped us 1^st when we bought our first home and then again 5 years later when we refi’d. They were helpful and quick. Can’t say enough good things about this company

My partner’s coworker directed us to CLS because she’d had a superior experience with them. It was our first home buying experience and we barely knew where to start much less who to trust to guide us. We met Elizabeth at CLS and she guided us step by step through the mortgage and home buying process. She gave us starter info that was very easy to digest and answered all our questions promptly and clearly with a very positive and encouraging approach. Never did we feel pushed in any direction but we felt well informed to make sound decisions. A couple months later, we scored our amazing first home and cannot wait to get started on this chapter of our lives. Elizabeth and CLS really facilitated our dream and we are very pleased we were connected. Definitely recommend to prospective buyers/​borrowers!

I mirror Heather’s experience below. «Worst experience ever» doesn’t even seem to cut it.
As first-​time home buyers, we were referred to CLS by Redfin, who we did not end up using as our Realtor. To sum up the experience we had with this organization, I will merely say to avoid using their services (if you can call them that) at all costs.
I work in the service industry, and the most important thing when you provide a service is ensuring that the customers are happy, informed, that they feel taken care of, and ultimately that you own up to mistakes that you made when you do.
The exact opposite is what we experienced with CLS Financial. After promises of providing mortgage process education, constant communication, organized and un-​stressful processing, timely responses, honesty with costs (fees, rates, etc), and the customer’s best interests at heart… we experienced the exact opposite in every capacity.
We discontinued our relationship with this organization mid-​offer due to the extreme levels of disconnect they have with their customer. There are a ton of options out there for Mortgage information/​loans. I would not waste your time engaging this company, i highly doubt you will be anything but frustrated and let down.
When we ended our relationship with this company, they sent us a lengthy email that was both snide and defensive– not to mention it must have taken quite a while to write. If they took the amount of time taking care of their customers that they did being passive aggressive and unprofessional, they may have a better business model.

Wendee from CLS Financial helped me buy my first property and saved the transaction that had almost failed due to the previous loan company. She did the process in record time. Since then I always go back to her company and always feel like I am the only client they have. Prompt and caring service always.

Alana Suarez is awesome!!! May God always bless her and her family. She provides nothing but the best customer service and has met my upmost quality… Trust! Is not easy just to talk to anyone about finances and planning for your future. However, Alana is genuine and strives to provide the best offer for you and your family individualizing your own financial needs. When I first met her she had a personalized welcoming sign for me and we spoke about my goals and needs for 4 hours wow! What other person does that!!! Go to CLS in Los Alamitos you won’t regret it and ask for Alana Suarez. Always available always reliable! Till now I still ask her silly questions and being a first time home owner I had a lot of questions, she takes the time to explain every step of the way. You won’t feel lost and is ok to take your time analyzing the numbers eventhough Alana already has it on lock. God Bless you Alana The Valenzuela/​Chavez Family loves you!

The service is exceptional! The employees are friendly and make you feel like your part of their family!

CLS FINANCIAL SERVICES is having their open house this morning!
Their 2,000 additional square feet, is stunning. There is big meeting room, eight additional spots for loan agent, two addition conference rooms, new marketing room with a green screen, lovely and experienced, kind and knowledgable staff. Everyone is invited to stop by this morning, or make an appointment anytime to stop by!

Wendee and Tony are good genuine people that genuinely care about their clients. I had the pleasure of attending a client appreciation event where clients and other agents were sharing their great experiences. They have a good group of happy people that make the entire team a pleasure to work with