A Mortgage & Investment Broker with Experience

CB Investments brings more than a quarter-century of combined mortgage and real estate investment experience to the table. People come to our firm in Huntington Beach, California, because they are looking to home purchase or refinance a home. They appreciate that we take a holistic approach to your financial well-being, allowing us to give better consultations to our clients. Other aspects of our work that distinguish us include:

Availability

In today’s fast-paced world, you need us to be available on your time. We strive to always be available for you, to meet your timelines, and to have our homework done before communicating on key issues.

Communication

We believe strongly in listening to your needs and long-term financial goals first. Only then will we prepare and suggest appropriate loan options. It is of utmost importance that we always deliver lock options in writing to assure final loan terms are exactly as discussed.

Holistic Financial Planning

We have always taken the approach that, while we fund mortgages, we only do so after reviewing our clients’ entire financial picture. In addition to putting you in the best loan product for you, we are often able to assist you in improving other aspects of your comprehensive financial plan.

Expertise

Having now funded close to $2 billion in loans, we have a lot of experience in putting together and funding tough deals.

Pricing Flexibility

Working with a plethora of investors provides us with access to exclusive deals, allowing us to find the best rate and price combination for you. This usually includes the ability to offer zero-cost loan options.

Accountability & Dependability

As a boutique mortgage firm, you have one central point of contact and will not be passed from person to person as is commonplace at larger banks. Furthermore, we have an unmatched record of funding loans on time, which gives us our motto: “On Time, Every Time!”