Financial planner

Soutas Financial & Insurance Solutions Inc.

4.615 reviews Fresno, CA

Retirement Planning Service Fresno CA

Discover comprehensive retirement planning services in Fresno, CA, with Soutas Financial. Our experienced team offers personalized guidance and strategies to help you achieve your retirement goals. Call 559.230.1648 to know more.

Highlights

Business highlights

  • Wheelchair Accessible Entrance
  • Offers Online Appointments
  • Onsite Services Provided
  • Appointments Required
  • Wheelchair Accessible Restroom Available
  • Restroom Available
Profile

Business profile

  • Primary categoryFinancial planner
  • PlaceFresno, CA
  • Opening year1989
Reviews

Reviews

4.6 · 15 reviews

Customer

I had a great experience with the beautiful Kathia. She's very professional and very nice. Thank you so much. Kathia.

Customer

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.

Customer

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.

Customer

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.

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