Financial planner

Soutas Financial & Insurance Solutions Inc.

4.614 reviewsFresno, CA

Wealth Management Solutions Fresno CA

Soutas Financial and Insurance Solutions, Inc. is here to help take the complexity out of retirement planning with our experienced Fresno Financial Advisor. Call 559-230-1648.

Highlights

Business highlights

Wheelchair Accessible Entrance

Offers Online Appointments

Onsite Services Provided

Appointments Required

Wheelchair Accessible Restroom Available

Restroom Available

Profile

Business profile

Primary categoryFinancial planner
PlaceFresno, CA
Opening year1989
Reviews

Reviews

4.6 · 14 reviews

Customer

About 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.

Customer

As 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.

Customer

We 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.

Customer

Very knowlegable and gives you all the facts whether good or bad. Outstanding attitude and good hummer. We do all are financial with Dale.

Map and directions

Directions

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