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CasaSanta Financial Services

5.0

About this business

CasaSanta Financial Services specializes in preserving and protecting the personal assets of the families they represent. 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, which started in 2003. We represent many leading Financial Services companies, providing the flexibility to help each of our clients achieve their goals and objectives. We specializes in prese... read more

Location details

6913 Beamish Pl, Charlotte, NC, 28227, United States

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WeekdayScheduleStatus
Mon8:30 a.m. to 6:00 p.m.
Tue8:30 a.m. to 6:00 p.m.
Wed8:30 a.m. to 6:00 p.m.
Thu8:30 a.m. to 6:00 p.m.
Fri8:30 a.m. to 6:00 p.m.
Sat8:30 a.m. to 12:00 p.m.
SunClosed
5.03 reviews
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Joy Preslar Griffin's profile image
Joy Preslar Griffin 
recommend  Recommended
7 years ago

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's profile image
Joy Preslar Griffin 
7 years ago

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! 

Frequently asked questions about CasaSanta Financial Services

How is CasaSanta Financial Services rated?

CasaSanta Financial Services has a 5 star rating with 3 reviews. 

When is CasaSanta Financial Services open?

CasaSanta Financial Services is closed now. It will open tomorrow at 8:30 a.m. 

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