Get Financial Planning Services In Fresno CA At Soutas Financial & Insurance Solutions
Soutas Financial & Insurance Solutions Inc.
CertifiedMoney and Financial Services
Soutas Financial & Insurance Solutions Inc.
CertifiedMoney and Financial ServicesSoutas Financial & Insurance Solutions Inc.
CertifiedMoney and Financial ServicesSoutas Financial & Insurance Solutions Inc.
CertifiedMoney and Financial ServicesSoutas Financial & Insurance Solutions Inc.
CertifiedMoney and Financial ServicesBusiness Categories:-
Soutas Financial & Insurance Solutions Inc.
CertifiedMoney and Financial ServicesAbout 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.
Company Details
Founded 1989
- Sunday: Closed
- 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
Hours of Operation
Business Rating & Reviews
Established In: Apr 29, 1989
Years in Business: 35
Services Provided
-
Financial planner
88%
-
Financial consultant
12%
- Business
- Washroom
-
Onsite Services Provided
-
Offers Online Appointments
-
Appointments Required
-
Wheelchair Accessible Restroom Available
-
Restroom Available
Photos from the Web
Reviews for Soutas Financial & Insurance Solutions Inc.
4.9 | 12 Reviews
-
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.
-
Twilla Christensen
Dale Soutas and the staff at Soutas Financial have been so phenomenal in the last few years, assisting us during a difficult time when we needed to transition our mother to a nursing home facility for her own safety. Dale provided clear, concise and very thorough information and answered all of my extensive questions. I cannot imagine trying to go thru this process without his assistance. The service was excellent and it continued to be excellent year after year during each MediCal recertification period. When our mother passed away in 2019, Dale was immediately there to assist us in the next steps that we needed to do, as well as recently when he assisted us in handling a real estate issue with the trust. I cannot say enough good things about Dale and the staff at Soutas Financial and would highly recommend their services.
-
LaWanda Boblit
We were very fortunate to have Dale and his group recommended to us. With his knowledge we were able do what was needed for our family. We greatly appreciate him and his staff! Again a heartfelt thank you to Dale, Kathia, and Amelia. Without their expertise we would have been totally lost. We have and do highly recommend Soutas Financial!
