CasaSanta Financial Services, based in Mint Hill, NC, is a dedicated independent financial services firm specializing in preserving and protecting the personal assets of the families they represent. With a focus on providing simple yet effective solutions for short- and long-term goals, CasaSanta Financial offers insurance products for individuals aged 0-95, aiming to help clients achieve their unique financial objectives.
For over a decade, CasaSanta Financial has been committed to assisting clients in building the retirement they deserve by offering a range of services, including annuities, estate documents, health insurance, life insurance, and more. As representatives of leading financial companies, CasaSanta Financial provides flexibility and personalized financial tools to help clients secure their financial future.
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