Relax... we've got you covered

You'll never feel like just a number with us


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? 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.


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. A graduate of Bryant University, with over 20 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.


Case Financial Services specializes in the following Connecticut Mortgage Loans:


FHA, Conventional, USDA, VA, and much more!


Centrally located in New Haven, 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) 494-7539 or fill out our quick form on the right to get started.



A mortgage broker does not lend money but rather arranges mortgage loans through third party lenders or investors.

Equal Housing Lender


Contact Us

Case Financial Services LLC
934 State Street
New Haven, CT 06511