About business

About Get Financial Planning Services In Fresno CA At Soutas Financial & Insurance Solutions

Soutas Financial & Insurance Solutions is the place to go for top-notch financial planning services in Fresno, CA. From investment advice to retirement planning, we have the experience and expertise to guide you on your financial journey. Call us today for more information.

How to reach us

Contact details

Address5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, USA
Social fXG
Working hours

Business hours

Monday8:00 AM – 5:00 PM

Tuesday8:00 AM – 5:00 PM

Wednesday8:00 AM – 5:00 PM

Thursday8:00 AM – 5:00 PM

Friday8:00 AM – 12:00 PM

SaturdayClosed

SundayClosed

Profile

Business profile

Primary category Financial planner
Secondary categoriesFinancial consultant
History

Credentials and trust

Established
1989
Years in business
37
Amenities

Additional details

Wheelchair Accessible Entrance

Offers Online Appointments

Onsite Services Provided

Appointments Required

Wheelchair Accessible Restroom Available

Restroom Available

Company details

Business facts

Years in Business
37
Average Project Size
0
Total Projects Executed
0
Services

Services and service areas

Services offered

  • 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
Photo gallery

Photos from the web

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Reviews

4.6 rating from 14 reviews

Write a review
5 star85%
4 star0%
3 star7%
2 star0%
1 star7%
Clinton Williams★★★★★
July 23, 2025

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.

Steve MacAlpine★★★★★
May 26, 2021

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.

Tiffani Jones★★★★★
May 11, 2021

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.

larry fukalek★★★★★
October 23, 2020

Very 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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