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CasaSanta Financial Services

About US


A Secure Future
For Your Family


Location:

6913 Beamish Place
Charlotte, NC   28227
Phone: (704) 545-2047
Fax: 704-248-2978

Website:
CasaSanta Financial Services
Invest Your 401K
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You deserve a lifetime
of financial independence.


 

John's Featured Article | Setting it Straight

 


Your Trusted Advisor

John CasaSanta has been in the financial services business for
18 years. CasaSanta Financial Services was established in 2003.
We represent many of the leading Financial Services companies,
giving us the flexibility to assist all of our clients with their goals
and objectives. By always providing no fee consultations as an
added value. This is a benefit for those who place their trust in
our firm.


Financial Expertise

Protecting principal and providing growth to our clients is
essential. We provide this through the use of tax deferred
Index Annuities and other guaranteed products. Our
partnership with Legacy Estate Services allows us to provide
high quality Estate Planning Documents at reduced rates.

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