Soutas Financial & Insurance Solutions Inc.

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.

Financial Planner Fresno CA

Company Details

Founded 1989

Recommended Reviews

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4.5 12 Reviews

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.
LaWanda Boblit

July 25, 2020

We were very fortunate to have Dale and his group recommended to us. With his knowledge we were able do what was needed for our family. We greatly appreciate him and his staff! Again a heartfelt thank you to Dale, Kathia, and Amelia. Without their expertise we would have been totally lost. We have and do highly recommend Soutas Financial!