I had a great experience with the beautiful Kathia. She's very professional and very nice. Thank you so much. Kathia.
Achieve Financial Goals With Soutas Financial & Insurance Solutions’ Investment Advisors In Fresno
Soutas Financial & Insurance Solutions Inc.
Money and Financial Services
Soutas Financial & Insurance Solutions Inc.
4.6 · Based on 15 reviewsVerified
Achieve Financial Goals With Soutas Financial & Insurance Solutions’ Investment Advisors In Fresno
Soutas Financial & Insurance Solutions is a financial and insurance company located in Fresno, California has experienced investment advisors. Our team of experienced investment advisors provides personalized financial planning and investment management services to individuals, families, and businesses. Call us today for more details.
Investment Advisor Fresno CAServices
Service 01Trusts
Service 02Stop Spend Down
Service 03Long Term Care
Service 04Retirement Income Strategies
Service 05Wealth Accumulation Strategies
Service 06Asset Protection
Service 07Legacy Planning
Service 08IRA, 401(k) & 403(b) Rollovers
Service 09Life Insurance
Service 10Probate
Service 11Asset Protection Strategies
Service 12Assisted Living
Service 13Home Care
Service 14Investment Strategies
Service 15Long-Term Care Insurance
Service 16Long-Term Care Plan
Service 17Long-Term Care Strategies
Service 18Primary Services
Service 19Roth Ira Accounts
Service 20Roth Ira Conversion
Service 21Strategic Asset Allocation
Service 22Charitable Giving
Service 23Advisor Consultant
Service 24Asset Management Services
Service 25Estate Planning
Service 26Financial & Retirement Planning
Service 27Financial Advisor And Wealth Management
Service 28Financial Guidance
Service 29Financial Strategies
Service 30Insurance And Annuity
Service 31Insurance Solutions
Service 32Investing For Wealth Accumulation
Service 33Investment Advice
Service 34Investment Advisors
Service 35Investment Advisory Services
Service 36Investment Strategy
Service 37Minute Strategy
Service 38Plan For Your Retirement
Service 39Planning Consultation
Service 40Retirement Accounts
Service 41Retirement Advisor
Service 42Retirement Planning And Income Strategies
Service 43Retirement Planning Process
Service 44Retirement Savings
Service 45Strategies Legacy Planning
Service 46Tax Advice
Service 47Tax Planning Strategies
Service 48Term Insurance
Service 49Wealth Management Planning
Service 50Wealth Management Strategies
Service 51Wealth Transfer Strategies
Service 52Charitable Giving
Service 53Probate
Service 54Stop Spend Down
Service 55Trusts
Service 56Financial Consulting
Service 57Tax Strategies
Service 58Guidance with Long-Term Healthcare
Service 59Retirement Planning
Additional details
Wheelchair Accessible Entrance
Offers Online Appointments
Onsite Services Provided
Appointments Required
Wheelchair Accessible Restroom Available
Restroom AvailableBusiness profile
- Primary category
- Money and Financial Services
- Secondary categories
- Financial consultant
- City
- Fresno, CA
- Country
- USA
- Postal code
- 93704
Business facts
1989Established37Years in BusinessBusiness hours
- 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
- Sunday
- Closed
Contact details
- Phone
- +1 (559) 230-1648
- Website
- Visit Website
- Address
- 5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, USA
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Photos for web
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Business rating and reviews
4.6Based on 15 reviews
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.
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.
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.
5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, USA
Frequently asked questions
Soutas Financial & Insurance Solutions Inc. is listed under Money and Financial Services. The About and Services sections on this page describe the business.
Current opening hours are listed in the Business hours panel. Calling ahead is recommended for holiday schedules.
Call +1 (559) 230-1648, or use the email and website links in the Contact details panel.
The business is located at 5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, USA. Use the map on this page for directions.
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