Financial planner Officially Verified

Soutas Financial & Insurance Solutions Inc.

Name: Soutas Financial & Insurance Solutions Inc.
Address: 5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, USA
Telephone: 5592301648
Rating: 4.6

5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, USA 4.6 (14 reviews) Claimed

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About Business

Financial Planning Fresno CA

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.

Financial Planning Fresno CA

Money and Financial Services

Services

Financial consultant

Business Hours

Open today 8:00 AM – 5:00 PM

Opening hours by day
Monday	8:00 AM – 5:00 PM
Tuesday	8:00 AM – 5:00 PM
Wednesday	8:00 AM – 5:00 PM
Thursday	8:00 AM – 5:00 PM
Friday	8:00 AM – 12:00 PM
Saturday	Closed
Sunday	Closed

Hours can change on holidays. Please call 559-230-1648 to confirm before you visit.

Business Profile

Primary category	Financial planner
Secondary category	Financial consultant
Verification	Officially Verified
Service area	Fresno, CA, USA

Credentials & Business Facts

1989 Founded

Apr 29, 1989 Established date

0 Projects completed

0 Average project size

37 Years in business

Amenities & accessibility

Wheelchair Accessible Entrance Offers Online Appointments Onsite Services Provided Appointments Required Wheelchair Accessible Restroom Available Restroom Available

Photo Gallery

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Reviews

4.6

14 reviews

5 star

85%

4 star

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2 star

1 star

Priscilla Aguayo

5 months ago on Google

Clinton Williams

1 year ago on Google

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

5 years ago on Google

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

5 years ago on Google

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.