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Money and Financial Services Owner verified Claimed

Soutas Financial & Insurance Solutions Inc.

Retirement Financial Advisor Fresno CA

5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, USA

Call now Directions Website Reviews
4.6
14 on Google

About Soutas Financial & Insurance Solutions Inc.

Soutas Financial and Insurance Solutions, Inc. offers expert retirement planning in Fresno, CA. Specializing in wealth, tax & Medicare. Plan your future today!

Retirement Financial Advisor Fresno CA →

Services & business details

Featured service: Retirement Financial Advisor Fresno CA

Business name
Soutas Financial & Insurance Solutions Inc.
Directory category
Money and Financial Services
Primary category
Financial planner
Additional categories
Financial consultant
City
Fresno
State / region
CA
Country
USA
Postal code
93704
Status
Owner verified · Claimed
Listed by
Henry Howard

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

Business attributes

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

Business hours

Open now
Opening hours for Soutas Financial & Insurance Solutions Inc.
Monday 8:00 AM – 5:00 PM
Tuesday 8:00 AM – 5:00 PM
Wednesday Today 8:00 AM – 5:00 PM
Thursday 8:00 AM – 5:00 PM
Friday 8:00 AM – 12:00 PM
Saturday Closed
Sunday Closed

Please call 559-230-1648 to confirm before visiting.

Reviews

4.6

Average rating from 14 on Google. A selection of recent reviews is shown below.

Priscilla Aguayo

Rating only — no written comment.

Clinton Williams

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

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

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

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

Reviews for this business are collected on Google. The button opens Google's review form for Soutas Financial & Insurance Solutions Inc. in a new tab.

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Location & directions

5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, USA

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