Retirement Plan Consultant Fresno CA

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Soutas Financial & Insurance Solutions Inc.

Money and Financial Services

Contact information

Phone559-230-1648

Address 333 West Shaw Avenue Suite 106, Fresno, CA, USA 93704

Websitesoutas.com

Get Directions

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Validated
Soutas Financial & Insurance Solutions Inc.
Money and Financial Services
Contact information
Phone559-230-1648
Address 333 West Shaw Avenue Suite 106, Fresno, CA, USA 93704
Websitesoutas.com
Get Directions

Retirement Plan Consultant Fresno CA

Soutas Financial and Insurance Solutions, Inc. is here to help take the complexity out of retirement planning with our experienced Fresno Financial Advisor. Call 559-230-1648.

Retirement Plan Consultant Fresno CA

Founded 1989

Business Rating & Reviews

Established In: Apr 29, 1989

Years in Business: 36

Services Provided

Financial planner
81%
Financial consultant
19%

Business
Washroom

Onsite Services Provided
Offers Online Appointments
Appointments Required

Wheelchair Accessible Restroom Available
Restroom Available

Business Profile

Business Category:

Financial planner

Secondary Category:

Financial consultant

Get Directions

Validated

Soutas Financial & Insurance Solutions Inc.

Money and Financial Services

Contact information

Phone559-230-1648

Address 333 West Shaw Avenue Suite 106, Fresno, CA, USA 93704

Websitesoutas.com

Get Directions

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Reviews for Soutas Financial & Insurance Solutions Inc.

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13 Reviews

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.
Twilla Christensen

October 16, 2020

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.