Financial planner Verified
5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, USA
About Business
Soutas Financial & Insurance Solutions Inc.
Soutas Financial & Insurance Solutions is the expert in providing financial planning services in Fresno, CA. We offer a wide range of financial planning services including investment management, retirement planning, insurance planning, estate planning, and tax planning.
Profile
Business profile
Primary categoryFinancial planner
Secondary categoriesFinancial consultant
Services and Amenities
Additional details
Wheelchair Accessible Entrance
Offers Online Appointments
Onsite Services Provided
Appointments Required
Wheelchair Accessible Restroom Available
Restroom Available
Services
Business services
Trusts
Stop Spend Down
Long Term Care
Retirement Income Strategies
Wealth Accumulation Strategies
Asset Protection
Legacy Planning
IRA, 401(k) & 403(b) Rollovers
Life Insurance
Probate
Asset Protection Strategies
Assisted Living
Home Care
Investment Strategies
Long-Term Care Insurance
Long-Term Care Plan
Long-Term Care Strategies
Primary Services
Roth Ira Accounts
Roth Ira Conversion
Strategic Asset Allocation
Charitable Giving
Advisor Consultant
Asset Management Services
Estate Planning
Financial & Retirement Planning
Financial Advisor And Wealth Management
Financial Guidance
Financial Strategies
Insurance And Annuity
Insurance Solutions
Investing For Wealth Accumulation
Investment Advice
Investment Advisors
Investment Advisory Services
Investment Strategy
Minute Strategy
Plan For Your Retirement
Planning Consultation
Retirement Accounts
Retirement Advisor
Retirement Planning And Income Strategies
Retirement Planning Process
Retirement Savings
Strategies Legacy Planning
Tax Advice
Tax Planning Strategies
Term Insurance
Wealth Management Planning
Wealth Management Strategies
Wealth Transfer Strategies
Charitable Giving
Probate
Stop Spend Down
Trusts
Company Details
Business facts
- 1989
- Established
- 37
- Years in Business
Photo Gallery
Photos of Soutas Financial & Insurance Solutions Inc.
Reviews
Write A Review4.6 rating from 14 reviews
4.614 reviews
Priscilla Aguayo★★★★★
June 14, 2026Clinton Williams★★★★★
July 23, 2025About 2 years ago I started listening to Soutas financial on the radio every Saturday morning, and he would encouraged you if you have already retired or planning on retiring to come and get a financial check-up (so to speak) me and my wife decided to take him up on that offer, when we meet with him he wouldn't let me referred to him as Sir or Mr just Dale, such a wonderful and amazing person to talk with. He helped us tremendously with the information he gave us, now I'm in the first year of retirement (GLORY TO GOD) and we're enjoying the fruits of our labor. ALL THANKS TO DALE AND HIS TEAM.
Steve MacAlpine★★★★★
May 26, 2021As I have worked with Dale, I have been impressed with the personable, yet professional, approach to my needs. He has been straight forward in answers and recommendations. He continues with followups without pressuring. I will continue in working my financial needs with His Office.
Tiffani Jones★★★★★
May 11, 2021We lost my grandpa in February due to Covid. Dale and Kathia have been nothing but helpful through the whole process. So if you want someone that’s going to have your back and treat you like family these are your go to people. They’re patient friendly and go out of their way to help you with your needs.
larry fukalek★★★★★
October 23, 2020Very knowlegable and gives you all the facts whether good or bad. Outstanding attitude and good hummer. We do all are financial with Dale.
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Frequently asked questions
Find quick answers about this business, its services, appointments, and ways to get in touch.
What services does Soutas Financial & Insurance Solutions Inc. provide?
Soutas Financial & Insurance Solutions Inc. is listed under Financial planner. See the About and Additional details sections on this page for more information.
What are the business hours?
Current opening hours are listed in the Business hours panel. Calling ahead is recommended for holiday schedules.
How can I contact Soutas Financial & Insurance Solutions Inc.?
Call 559-230-1648, or use the email and website links in the Contact details panel.
Where is the business located?
The business is located at 5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, USA. Use the map on this page for directions.
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