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Welcome to Case Financial Services, LLC
Case Financial Services, LLC was established in 2000 and has been building long-lasting relationships with clients from the start. Our focus is to provide exceptional service for many years to come. We understand and respect that you must work to pay your mortgage, which is why we tailor our schedule to fit yours.

Have you found that you feel like just a number when working with larger lenders? Are you tired of leaving messages that go unreturned? Well, that will not happen at Case Financial Services. We make it a priority to return all calls and emails in a timely manner. Every loan is important to us, no matter what the home value may be.

We can close most loans for our clients within 30 days of application, as each is reviewed from start to completion by our owner and broker Steven L. Katz. With more than 18 years of experience in retail lending, Mr. Katz has been putting his customers first since 1996. 

Case Financial Services is certainly committed to finding the best mortgage for your family’s needs and budget. With your home likely being the largest investment you’ll make in your lifetime, trusting an internet lender in such a crucial process is not in your family’s best interest. We have the ability to shop multiple lenders and present you with your top options so you make the best possible selection.

Although we’re located in Madison, Case Financial Services is licensed to aid anyone buying property all throughout Connecticut. We happily look forward to meeting you in-person. 

To discuss your options or to apply, please call us anytime at (203) 245-7900 or fill out our quick form on the right to get started.

Case Financial Services, LLC specializes in the following Connecticut Mortgage Loans:
And many more!

Find the solution that fits your needs.

Purchasing a Home?

Turn the home of your dreams into reality. Whether you are buying your first home, second home, or vacation property, use this FREE self-help tool to determine exactly what type of purchase loan is best for you.


Need to Refinance?

Save money by taking advantage of the lowest rates available. Whether you are looking to lower your rate, lower your monthly payment, or tap into your home's equity, use this FREE self-help tool to determine exactly what type of refinance solution is best for you.


Consolidating Debt?

Use your home to help eliminate bad debt and bundle your bills into one easy monthly payment. Whether you need to pay off high-interest credit cards or you just need cash now, use this FREE self-help tool to determine exactly what type of debt consolidation program is best for you.