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Soutas Financial & Insurance Solutions Inc.
Verified BusinessMoney and Financial Services

Phone559-230-1648

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

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Soutas Financial & Insurance Solutions Inc.
Verified BusinessMoney and Financial Services

Phone559-230-1648

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

Visit Website

Get Direction

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Retirement Plan Consultant Fresno CA

Seeking a retirement plan consultant in Fresno, CA? Look no further than Soutas Financial. Our experienced team offers personalized retirement planning services to help you secure your financial future. Contact us today at 559.230.1648 for expert guidance tailored to your needs.

Retirement Plan Consultant Fresno CA

Services Provided

  • Financial planner

    81%

  • Financial consultant

    19%
Soutas Financial & Insurance Solutions Inc.
Verified BusinessMoney and Financial Services

Phone559-230-1648

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

Visit Website

Get Direction

    Hours of Operation

  • 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

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Review summary

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4.5 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.