Financial Consulting Fresno CA
Soutas Financial & Insurance Solutions Inc.
5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, USA
About Soutas Financial & Insurance Solutions Inc.
Get expert financial advice with Soutas Financial in Fresno. Call 559-230-1648 to simplify your retirement planning with our experienced Financial Advisor and personalized solutions.
Services
- Service
- Trusts
- Service
- Stop Spend Down
- Service
- Long Term Care
- Service
- Retirement Income Strategies
- Service
- Wealth Accumulation Strategies
- Service
- Asset Protection
- Service
- Legacy Planning
- Service
- IRA, 401(k) & 403(b) Rollovers
- Service
- Life Insurance
- Service
- Probate
- Service
- Asset Protection Strategies
- Service
- Assisted Living
- Service
- Home Care
- Service
- Investment Strategies
- Service
- Long-Term Care Insurance
- Service
- Long-Term Care Plan
- Service
- Long-Term Care Strategies
- Service
- Primary Services
- Service
- Roth Ira Accounts
- Service
- Roth Ira Conversion
- Service
- Strategic Asset Allocation
- Service
- Charitable Giving
- Service
- Advisor Consultant
- Service
- Asset Management Services
- Service
- Estate Planning
- Service
- Financial & Retirement Planning
- Service
- Financial Advisor And Wealth Management
- Service
- Financial Guidance
- Service
- Financial Strategies
- Service
- Insurance And Annuity
- Service
- Insurance Solutions
- Service
- Investing For Wealth Accumulation
- Service
- Investment Advice
- Service
- Investment Advisors
- Service
- Investment Advisory Services
- Service
- Investment Strategy
- Service
- Minute Strategy
- Service
- Plan For Your Retirement
- Service
- Planning Consultation
- Service
- Retirement Accounts
- Service
- Retirement Advisor
- Service
- Retirement Planning And Income Strategies
- Service
- Retirement Planning Process
- Service
- Retirement Savings
- Service
- Strategies Legacy Planning
- Service
- Tax Advice
- Service
- Tax Planning Strategies
- Service
- Term Insurance
- Service
- Wealth Management Planning
- Service
- Wealth Management Strategies
- Service
- Wealth Transfer Strategies
- Service
- Charitable Giving
- Service
- Probate
- Service
- Stop Spend Down
- Service
- Trusts
- Service
- Financial Consulting
- Service
- Tax Strategies
- Service
- Guidance with Long-Term Healthcare
- Service
- Retirement Planning
Business profile
- Primary category
- Financial planner
- Also listed in
- Financial consultant
- Profile status
- Claimed by the business
- Listed by
- William Harris
Credentials and trust
- Established
- Apr 29, 1989
- Years in business
- 37
Additional details
Offers Online Appointments
Onsite Services Provided
Appointments Required
Wheelchair Accessible Restroom Available
Restroom Available
Business facts
- Foundation Year
- 1989
- Average Project Size
- 0
- Total Projects Executed
- 0
Photo gallery
Reviews
4.615 reviews
5 star86%
4 star0%
3 star6%
2 star0%
1 star6%
Gisela TroutmanOctober 30, 2026
I had a great experience with the beautiful Kathia. She's very professional and very nice. Thank you so much. Kathia.
Priscilla AguayoJune 14, 2026
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.
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.
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.
Find Soutas Financial & Insurance Solutions Inc.
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