GTGisela TroutmanOctober 30, 2026
I had a great experience with the beautiful Kathia. She's very professional and very nice. Thank you so much. Kathia.
Money and Financial Services
Expert Financial Services by Soutas Financial Insurance Solutions Inc in Fresno CA
About Soutas Financial & Insurance Solutions Inc.
Soutas Financial & Insurance Solutions Inc. is a leading financial services provider in Fresno, CA. Our team of experienced professionals offers a wide range of financial services to help you achieve your financial goals. From retirement planning to investment management, we have got you covered with our comprehensive solutions. Contact us today to learn more about how we can help you secure your financial future.
Highlights
Verified Business
Claimed listing
Fresno, CA
Business profile
Listing categoryMoney and Financial Services
Business categoryFinancial planner
Also listed inFinancial consultant
FocusFinancial Services Fresno CA
StatusVerified · Claimed
Listed byDylan Turner
EstablishedApr 29, 1989
Years in business37
Foundation Year1989
Average Project Size0
Total Projects Executed0
Services
ServiceTrusts
ServiceStop Spend Down
ServiceLong Term Care
ServiceRetirement Income Strategies
ServiceWealth Accumulation Strategies
ServiceAsset Protection
ServiceLegacy Planning
ServiceIRA, 401(k) & 403(b) Rollovers
ServiceLife Insurance
ServiceProbate
ServiceAsset Protection Strategies
ServiceAssisted Living
ServiceHome Care
ServiceInvestment Strategies
ServiceLong-Term Care Insurance
ServiceLong-Term Care Plan
ServiceLong-Term Care Strategies
ServicePrimary Services
ServiceRoth Ira Accounts
ServiceRoth Ira Conversion
ServiceStrategic Asset Allocation
ServiceCharitable Giving
ServiceAdvisor Consultant
ServiceAsset Management Services
ServiceEstate Planning
ServiceFinancial & Retirement Planning
ServiceFinancial Advisor And Wealth Management
ServiceFinancial Guidance
ServiceFinancial Strategies
ServiceInsurance And Annuity
ServiceInsurance Solutions
ServiceInvesting For Wealth Accumulation
ServiceInvestment Advice
ServiceInvestment Advisors
ServiceInvestment Advisory Services
ServiceInvestment Strategy
ServiceMinute Strategy
ServicePlan For Your Retirement
ServicePlanning Consultation
ServiceRetirement Accounts
ServiceRetirement Advisor
ServiceRetirement Planning And Income Strategies
ServiceRetirement Planning Process
ServiceRetirement Savings
ServiceStrategies Legacy Planning
ServiceTax Advice
ServiceTax Planning Strategies
ServiceTerm Insurance
ServiceWealth Management Planning
ServiceWealth Management Strategies
ServiceWealth Transfer Strategies
ServiceCharitable Giving
ServiceProbate
ServiceStop Spend Down
ServiceTrusts
ServiceFinancial Consulting
ServiceTax Strategies
ServiceGuidance with Long-Term Healthcare
ServiceRetirement Planning
Additional details
Wheelchair Accessible Entrance
Offers Online Appointments
Onsite Services Provided
Appointments Required
Wheelchair Accessible Restroom Available
Restroom Available
Business hours
Hours of operation| Monday | 8:00 AM – 5:00 PM |
| Tuesday | 8:00 AM – 5:00 PM |
| Wednesday | 8:00 AM – 5:00 PM |
| Thursday | 8:00 AM – 5:00 PM |
| Friday | 8:00 AM – 12:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Contact details
- Phone559-230-1648
- WebsiteVisit Website ↗
- Address5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, USA
- Google MapBusiness On Google Map ↗
- Facebookfacebook.com/soutasfinancial ↗
- Googlemaps.google.com ↗
Photos from the web
Business rating & reviews
4.6
Rated 4.6 for Soutas Financial & Insurance Solutions Inc.
Rated 4.6 out of 5. 15 reviews
Write a reviewPAPriscilla AguayoJune 14, 2026
Rating left without a written review.
CWClinton 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.
SMSteve 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.
TJTiffani 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.
Find Soutas Financial & Insurance Solutions Inc.
5740 North Palm Avenue, Suite 105, Fresno, CA, 93704, USAOpen in Google Maps
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