CasaSanta Financial Services
Financial Advising
Why pick this one
CasaSanta Financial Services specializes in tailored financial strategies and has been in business for over a decade.
Best for
- families looking to preserve personal assets
- individuals planning for retirement
Look elsewhere if
- those seeking investment advisory services
- clients needing immediate tax advice
Specialties
- Retirement Discovery Calls
- Annuities
- Life Insurance
- Health Insurance
- Long-Term Care
- Medicare Supplements
- Estate Documents
Certifications
- licensed in NC
- licensed in SC
What makes them different
- independent firm representing leading financial companies
- offers insurance products from birth to age 95
- provides tailored strategies for each client
- Years in business
- over a decade
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6913 Beamish Pl, Mint Hill, NC 28227-4197
- Phone
- +17044517020
- Website
- http://www.casasantafinancialservices.com
- John@CasasantaFinancialServices.com
Services
- financial advising
- insurance services