Financial planner
5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, USA
About business
Get Financial Planning Services In Fresno CA At Soutas Financial & Insurance Solutions
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.
Profile
Business profile
Primary categoryFinancial planner
Secondary categoriesFinancial consultant
How to reach us
Contact details
Phone559-230-1648
WebsiteVisit website ↗
Address5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, USA
Working hours
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
Saturday (Today)Closed
SundayClosed
History
Credentials and trust
- Established
- 1989
- Years in business
- 37
Services and amenities
Additional details
Wheelchair Accessible Entrance
Offers Online Appointments
Onsite Services Provided
Appointments Required
Wheelchair Accessible Restroom Available
Restroom Available
Services
Business services
Trusts
Stop Spend Down
Long Term Care
Retirement Income Strategies
Wealth Accumulation Strategies
Asset Protection
Legacy Planning
IRA, 401(k) & 403(b) Rollovers
Life Insurance
Probate
Asset Protection Strategies
Assisted Living
Home Care
Investment Strategies
Long-Term Care Insurance
Long-Term Care Plan
Long-Term Care Strategies
Primary Services
Roth Ira Accounts
Roth Ira Conversion
Strategic Asset Allocation
Charitable Giving
Advisor Consultant
Asset Management Services
Estate Planning
Financial & Retirement Planning
Financial Advisor And Wealth Management
Financial Guidance
Financial Strategies
Insurance And Annuity
Insurance Solutions
Investing For Wealth Accumulation
Investment Advice
Investment Advisors
Investment Advisory Services
Investment Strategy
Minute Strategy
Plan For Your Retirement
Planning Consultation
Retirement Accounts
Retirement Advisor
Retirement Planning And Income Strategies
Retirement Planning Process
Retirement Savings
Strategies Legacy Planning
Tax Advice
Tax Planning Strategies
Term Insurance
Wealth Management Planning
Wealth Management Strategies
Wealth Transfer Strategies
Charitable Giving
Probate
Stop Spend Down
Trusts
Company details
Business facts
- Founded
- 1989
- Years in Business
- 37
- Total Projects Executed
- 0
- Average Project Size
- 0
Founded 
Total Projects Executed More photos
Photos from the web
Reviews
Write a review 4.6 rating from 14 reviews
Priscilla Aguayo★★★★★
June 14, 2026 Clinton Williams★★★★★
July 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 MacAlpine★★★★★
May 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 Jones★★★★★
May 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.
larry fukalek★★★★★
October 23, 2020 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
Find Soutas Financial & Insurance Solutions Inc.
Frequently asked questions
Find quick answers about this business, its services, opening hours, and ways to get in touch.
Soutas Financial & Insurance Solutions Inc. is listed under Financial planner. See the About and Additional details sections on this page for more information.
Current opening hours are listed in the Business hours panel above. Calling ahead is recommended for holiday schedules.
Call 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 above for directions.
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