Soutas Financial & Insurance Solutions is the expert in providing financial planning services in Fresno, CA. We offer a wide range of financial planning services including investment management, retirement planning, insurance planning, estate planning, and tax planning.
Soutas Financial & Insurance Solutions Inc.
ClaimedMoney and Financial Services
Soutas Financial & Insurance Solutions Inc.
ClaimedMoney and Financial Services
Business Hours
- 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
- Sunday: Closed
Soutas Financial & Insurance Solutions Inc.
ClaimedMoney and Financial ServicesReviews for Soutas Financial & Insurance Solutions Inc.
| 13 Reviews
Work Quality
4.6Communication
5Value
4.5
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Clinton Williams
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.
Helpful | July 23, 2025
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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.
Helpful | May 26, 2021
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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.
Helpful | May 11, 2021
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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.
Helpful | October 23, 2020
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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.
Helpful | October 16, 2020
