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CasaSanta Financial Services

6913 Beamish Place
Charlotte, NC 28227

Phone: (704) 545-2047
Email: John@CasasantaFinancialServices.com

If you would like to make an appointment with CasaSanta Financial Services, or have any questions, please fill out this form. We’ll reach out to you as soon as possible!

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CasaSanta Financial Services

6913 Beamish Place
Charlotte, NC 28227

Phone: (704) 545-2047

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The material presented on this website is for informational purposes only. It is not intended as legal or tax advice, or any other type of professional advice and should not be construed or interpreted as such. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. The generalized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipality taxes or penalties.

Any references to annuity guarantees and optional lifetime income rely on the financial strength and claims-paying ability of the issuing insurance company. Any comments regarding safe and secure products and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular product. Such information is directed solely to those individuals who reside in the jurisdiction in which the representative is registered in the state where the consumer and/or prospective client reside.

Agents are not licensed to sell insurance in all 50 states. To find out if John Casasanta is licensed in your state, please call (704) 545-2047.

CasaSanta Financial is not affiliated with, nor endorsed by, the Social Security Administration or any other government agency. By contacting us, you may be offered an insurance or annuity product.

Insurance and annuity products offered through CasaSanta Financial. Insurance Licensed in FL license #W290849, IN license #3110009, NC license #2475717, SC license #221776, and GA license #555021.

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