Soutas Financial & Insurance Solutions Inc.

Retirement Financial Advisor Fresno CA

Financial planner ✔ Verified business Fresno, CA ★ 4.6 / 5
About

About this business

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 and amenities

Wheelchair Accessible EntranceOffers Online AppointmentsOnsite Services ProvidedAppointments RequiredWheelchair Accessible Restroom AvailableRestroom Available

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Photos from the web

Business profile

Business nameSoutas Financial & Insurance Solutions Inc.
CategoryFinancial planner
Also listed asFinancial consultant
Listing titleRetirement Financial Advisor Fresno CA
Street address5740 North Palm Avenue, Suite 105
CityFresno
State / regionCA
Postal code93704
CountryUSA
Founded1989
Years in business37
Projects completed0
Average project size0
VerificationVerified

Location & directions

Business rating & reviews

4.6★★★★★
Based on 15 reviews
5 stars86%
4 stars0%
3 stars6%
2 stars0%
1 star6%
Gisela Troutman★★★★★

I had a great experience with the beautiful Kathia. She's very professional and very nice. Thank you so much. Kathia.

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.

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