CasaSanta Financial Services was established in 2003. Our firm specializes in preserving and protecting the assets of the families we represent. We are dedicated to providing safe, simple and effective solutions, which help our clients achieve there goals and objectives.
John CasaSanta has 25 years of experience in the Financial Services Industry. Our firm represents twenty different highly rated insurance companies. We provide Life Insurance, Multi year Guaranteed Annuities, Fixed Index Annuities and Structured Settlements. Many of our clients like the fact we do not charge a fee for our services. Our firm is compensated by the insurance companies we represent. Please contact us for a FREE financial review. John, has lived in Charlotte for over 30 years and enjoys hiking, traveling and volunteering in his spare time. Approved to provide Life Insurance and Annuities in North Carolina, South Carolina, Georgia and Indiana.
CasaSanta Financial Services is committed to the highest levels of service and integrity. Known for providing an uncompromising level of client care, our team values each of our clients and connects them with the right product to meet their specific needs. In turn, our clients appreciate the work we do in helping them explore and achieve their goals and aspirations, referring our services to friends and family.