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Soutas Financial & Insurance Solutions Inc.

  • 4.6(14 reviews)
  • 5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, USA
  • Open today
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About Business

Get Expert Financial Planner In Fresno CA With Soutas Solutions & Insurance Solutions

Soutas Financial & Insurance Solutions is the expert in providing financial planning services in Fresno, CA. We offer a wide range of financial planning services including investment management, retirement planning, insurance planning, estate planning, and tax planning.

Primary categoryFinancial planner
Also listed inFinancial consultant
1989Established
37yrsIn Business
4.6★Customer Rating
Highlights & Amenities

Why customers choose Soutas Financial & Insurance Solutions Inc.

  • Wheelchair Accessible Entrance
  • Offers Online Appointments
  • Onsite Services Provided
  • Appointments Required
  • Wheelchair Accessible Restroom Available
  • Restroom Available
  • Trusts
  • Stop Spend Down
  • Long Term Care
  • Retirement Income Strategies
  • Wealth Accumulation Strategies
  • Asset Protection
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Verified & Trusted Business

Ownership verified by bestbizofweb.com. Business details and contact information were reviewed by our team.

Reviews

What customers are saying

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4.6Based on 14 reviews
5 85%
4 0%
3 7%
2 0%
1 7%
PA
Priscilla AguayoJune 14, 2026
★★★★★
Google review
CW
Clinton WilliamsJuly 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.

Google review
SM
Steve MacAlpineMay 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.

Google review
TJ
Tiffani JonesMay 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.

Google review
LF
larry fukalekOctober 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.

Google review
Location

Find Soutas Financial & Insurance Solutions Inc.

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

Need To Know

Frequently asked questions

Soutas Financial & Insurance Solutions Inc. is listed under Financial planner. Visit the business website or contact the team directly for a full list of services.

Current opening hours are listed in the business hours panel on this page. Calling ahead is recommended for holiday schedules.

Soutas Financial & Insurance Solutions Inc. is based in Fresno, CA and welcomes customers from surrounding areas. Contact the team to confirm local availability.

Call 559-230-1648. Or visit the website linked on this page.

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