Call Us Today!   (704) 545-2047

Testimonials

John is a fantastic Financial Advisor. He has been so kind and helpful finding the correct options for my bit of retirement. Great person who is honest and has tremendous patience and follow-through. Pleasure to work with you, John. Thank you!

– Joy Preslar Griffin

I started working with John CasaSanta in 2015. I was impressed with his professionalism and knowledge of the retirement landscape. I was able to transfer my retirement monies into annuities that are earning far more than I was earning previously. He was patient with my questions and provided thorough and comprehensive information so that I could make an informed decision. I highly recommend working with John CasaSanta.

– Lois Johnson

CasaSanta Financial Services has been our financial go-to resource for the last few years. John CasaSanta personally helped our family pick retirement plans that fit our goals. The service is always prompt and detailed. What we appreciate most is that he keeps our interest in mind and keeps us updated with new and promising investment options so we don’t have to spend a lot of time searching for them ourselves.

– The Jiang family in North Carolina

Since moving our investments from a very reputable company, in which we invested in stocks, we are very happy with moving our monies to CasaSanta Financial Services. John and the companies he has placed our retirement monies with are always at our fingertips. We are delighted to know that our retirement dollars are always safe. We are thankful for having read your ad in the paper!

– Delane & Billy Bennett

A couple of years ago, my wife and I were preparing to enter retirement. So we were looking to modify our portfolio: adjust the risk, set it up for income generation, but still with reasonable growth. We would not normally have gone anywhere near annuities — our impression of them being very negative. That is until our relationship with CasaSanta Financial Services began in 2015. John Casasanta introduced us to fixed index annuities. They seemed to be exactly what we needed, but seemed too good to be true. John’s knowledge, expertise, and patience finally convinced us to include one in our portfolio. Also thanks to him, the application process was a breeze. We are already reaping the benefits both in capital growth and the income we are taking; one of the best financial decisions we’ve made. Thank you CasaSanta Financial Services.

– Costas & Theresa Antoniades

John is very knowledgeable about the products he offers. He is willing to listen to your financial goals and offer suggestions to meet or even exceed those goals. He takes the time to meet with you personally, as many times as necessary, to answer any questions you may have, but he never makes you feel rushed or pressured into making a decision. I actually look forward to doing additional business with CasaSanta Financial Services.

– Karen M. Heidt