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.
Contact details
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
Business profile
Credentials and trust
- Established
- 1989
- Years in business
- 37
Additional details
Offers Online Appointments
Onsite Services Provided
Appointments Required
Wheelchair Accessible Restroom Available
Restroom Available
Business facts
- Years in Business
- 37
- Average Project Size
- 0
- Total Projects Executed
- 0
Services and service areas
Services offered
Photos from the web
4.6 rating from 14 reviews
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.
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.
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.
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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