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Get Financial Planning Services In Fresno CA At Soutas Financial & Insurance Solutions
5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, US
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Soutas Financial & Insurance Solutions is the place to go for top-notch financial planning services in Fresno, CA. From investment advice to retirement planning, we have the experience and expertise to guide you on your financial journey. Call us today for more information.
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Wheelchair Accessible Entrance
Offers Online Appointments
Onsite Services Provided
Appointments Required
Wheelchair Accessible Restroom Available
Restroom Available04
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5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, US
Get directions06
4.6
14 Google reviews
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.
larry fukalek
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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