CasaSanta Financial Services

About

CasaSanta Financial ServicesJohn P. CasaSantaFinancial Service Representative6913 Beamish Pl.Charlotte, NC. We are dedicated to providing safe, simple, and effective solutions, which will help our clients with both short and long term goals. Our Firm:CasaSanta Financial Services is an independent financial services firm, started in October of 2003. Representing Nationwide and other leading Financial Services companies, giving us the flexibility to help of each of our clients achieve their goals and objectives. Our Commitment:We are committed to the highest levels of service and integrity. We have a reputation for providing an uncompromising level of client care.Our Solutions:We utilize tax-deferred annuities and term insurance to implement our recommendations. These tools offer our client’s stability and low cost solutions. Value-added Service:Additionally, our strategic partnership with Legacy Estate Services allows us to provide our clients with high quality estate planning documents at a reduced rate.Our Clients:We value each of our clients and treat them like members of our family. In turn, our clients appreciate the work we do in helping them explore and achieve their goals and aspirations. They reward us with regular referrals.Education and Professional Experience:I am a 1979 graduate of Purdue University. My professional

Service area

Serves the business city