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Financial planner

Soutas Financial & Insurance Solutions Inc.

4.6 ★★★★★Based on 14 reviewsClaimedFresno, CA

About this business

Discover comprehensive retirement planning services in Fresno, CA, with Soutas Financial. Our experienced team offers personalized guidance and strategies to help you achieve your retirement goals. Call 559.230.1648 to know more.

Retirement Planning Service Fresno CA

Business profile

Primary category Financial planner
Secondary categories Financial consultant
Service areaFresno, CA
Established1989
Years in business37

Additional details

Wheelchair Accessible Entrance

Offers Online Appointments

Onsite Services Provided

Appointments Required

Wheelchair Accessible Restroom Available

Restroom Available

Business facts

0Years in business
0Projects per year
0Total projects

Photo gallery

Practice and team

4.6 rating

4.6
★★★★★

Based on 14 reviews

5 stars85%
4 stars0%
3 stars7%
2 stars0%
1 star7%
Priscilla Aguayo★★★★★
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.

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