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Phone+1 559-230-1648
LocationFresno, CA
CategoryMoney and Financial Services
CountryUSA

Get Expert Financial Planner In Fresno CA With Soutas Solutions & Insurance Solutions

Soutas Financial & Insurance Solutions is the expert in providing financial planning services in Fresno, CA. We offer a wide range of financial planning services including investment management, retirement planning, insurance planning, estate planning, and tax planning.

Financial Planner Fresno CA

Profile

Location
Fresno, CA
Country
USA
Listing status
Authenticated

Photos

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Business hours

Monday8:00 AM – 5:00 PM
Tuesday8:00 AM – 5:00 PM
Wednesday8:00 AM – 5:00 PM
Thursday8:00 AM – 5:00 PM
Friday8:00 AM – 12:00 PM
SaturdayClosed
SundayClosed

Contact

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

Rating & reviews

4.6 · 14 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.

Very knowlegable and gives you all the facts whether good or bad. Outstanding attitude and good hummer. We do all are financial with Dale.

Map and directions

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