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Soutas Financial & Insurance Solutions Provides Retirement Planning Services In Fresno CA

Soutas Financial & Insurance Solutions is a leading provider of retirement planning services in Fresno, CA. Our team of experienced financial planners and investment advisors works closely with clients to help them create a tailored retirement plan that takes into account their current financial situation, long-term goals, and retirement aspirations.

Retirement Planning Fresno CA

Company Details

  • Founded 1989

    Hours of Operation

  • Sunday: Closed
  • Monday: 8:00 AM to 5:00 PM
  • Tuesday: 8:00 AM to 5:00 PM
  • Wednesday: 8:00 AM to 5:00 PM
  • Thursday: 8:00 AM to 5:00 PM
  • Friday: 8:00 AM to 12:00 PM
  • Saturday: Closed

Photos from the Web

Soutas Financial & Insurance Solutions Inc.

Officially VerifiedMoney and Financial Services

Phone

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

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Business on Google Map

  • Business
  • Washroom

  • Wheelchair Accessible Entrance

  • Offers Online Appointments

  • Onsite Services Provided

  • Appointments Required

  • Wheelchair Accessible Restroom Available

  • Restroom Available

Reviews for Soutas Financial & Insurance Solutions Inc.

4.6 14 Reviews

  • 5
  • 4
  • 3
  • 2
  • 1

  • Priscilla Aguayo

    June 14, 2026

  • Clinton Williams

    July 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.

  • Steve MacAlpine

    May 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.

  • Tiffani Jones

    May 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.

  • larry fukalek

    October 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.

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Business Rating & Reviews

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Established In: Apr 29, 1989

Years in Business: 37

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