Skip to content
List your business
Money and Financial Services Verified business Open now

Soutas Financial & Insurance Solutions Inc.

4.6 (14 Google reviews) 5740 North Palm Avenue, Suite 105, Fresno, CA, 93704

About this business

Soutas Financial and Insurance Solutions, Inc. offers expert retirement planning in Fresno, CA. Specializing in wealth, tax & Medicare. Plan your future today!

Categories

Money and Financial ServicesFinancial consultantFinancial planner
Founded
1989

Social profiles

Additional details

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

Photos & video

Photos from gallery

Soutas Financial & Insurance Solutions Inc. photo 1

Photos from web

Soutas Financial & Insurance Solutions Inc. web photo 1 Soutas Financial & Insurance Solutions Inc. web photo 2 Soutas Financial & Insurance Solutions Inc. web photo 3 Soutas Financial & Insurance Solutions Inc. web photo 4 Soutas Financial & Insurance Solutions Inc. web photo 5 Soutas Financial & Insurance Solutions Inc. web photo 6 Soutas Financial & Insurance Solutions Inc. web photo 7 Soutas Financial & Insurance Solutions Inc. web photo 8 Soutas Financial & Insurance Solutions Inc. web photo 9
4.6
Based on 14 Google reviews
5 stars85%
4 stars0%
3 stars7%
2 stars0%
1 stars7%
C
Clinton WilliamsJuly 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.

S
Steve MacAlpineMay 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.

T
Tiffani JonesMay 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.

L
larry fukalekOctober 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.

Opening hours

SundayClosed
Monday8:00 AM – 5:00 PM
Tuesday8:00 AM – 5:00 PM
Wednesday8:00 AM – 5:00 PM
Thursday8:00 AM – 5:00 PM
Friday8:00 AM – 12:00 PM
SaturdayClosed

Location

Get directions

5740 North Palm Avenue, Suite 105, Fresno, CA, 93704

Similar businesses nearby

See all
Money and Financial Services
Verified

Capital City Loan & Jewelry

capitalcityloan.com

Capital City Loan & Jewelry offers tailored cash loan solutions in Rancho Cordova CA to help you meet urgent financial needs with ease. Whether you need quick access to funds or a convenient repayment plan, their experienced team provides personalized service and secure transactions. Visit their website to learn how their flexible financing options can […]

+1 9163347296

Sacramento, California
Money and Financial Services
Verified

Global Credit

globalcredit.co.nz

Global Credit offers car loans in Auckland, providing suitable vehicle financing options for eligible borrowers. With a focus on straightforward lending solutions and flexible repayment arrangements, Global Credit helps customers explore ways to finance their next vehicle. Whether purchasing a first car or upgrading to a newer model, borrowers can access information about available loan […]

+64 800 562 648

Auckland, Auckland
Money and Financial Services
Verified

Express Tax Center

expresstaxtexas.com

Express Tax Center provides reliable and expert Business Tax Preparation in Rosenberg TX offering expert tax support, accurate preparation services, and personalized solutions designed to help businesses manage tax requirements and financial obligations effectively. Contact us now!

+1 (281) 232-4355

Rosenberg, Texas

Industry insights

Latest headlines from Search Engine Land, TechCrunch, Entrepreneur, and more.

Call Directions