Soutas Financial & Insurance Solutions Offers Exceptional Financial Services In Fresno CA
Money and Financial Services Soutas Financial & Insurance Solutions is a financial and insurance company located in Fresno, California. We offer a comprehensive range of financial services and have the expertise and resources to help you achieve your financial objectives.
Contact Information
Services
TrustsStop Spend DownLong Term CareRetirement Income StrategiesWealth Accumulation StrategiesAsset ProtectionLegacy PlanningIRA, 401(k) & 403(b) RolloversLife InsuranceProbateAsset Protection StrategiesAssisted LivingHome CareInvestment StrategiesLong-Term Care InsuranceLong-Term Care PlanLong-Term Care StrategiesPrimary ServicesRoth Ira AccountsRoth Ira ConversionStrategic Asset AllocationCharitable GivingAdvisor ConsultantAsset Management ServicesEstate PlanningFinancial & Retirement PlanningFinancial Advisor And Wealth ManagementFinancial GuidanceFinancial StrategiesInsurance And AnnuityInsurance SolutionsInvesting For Wealth AccumulationInvestment AdviceInvestment AdvisorsInvestment Advisory ServicesInvestment StrategyMinute StrategyPlan For Your RetirementPlanning ConsultationRetirement AccountsRetirement AdvisorRetirement Planning And Income StrategiesRetirement Planning ProcessRetirement SavingsStrategies Legacy PlanningTax AdviceTax Planning StrategiesTerm InsuranceWealth Management PlanningWealth Management StrategiesWealth Transfer StrategiesCharitable GivingProbateStop Spend DownTrusts Details
Wheelchair Accessible Entrance
Offers Online Appointments
Onsite Services Provided
Appointments Required
Wheelchair Accessible Restroom Available
Restroom Available
Working Hours
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Business Rating & 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.
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