Soutas Financial & Insurance Solutions Inc. - Fresno, California

Address: 333 W Shaw Ave Suite 106, Fresno, CA 93704, United States.
Phone: 5592301648.
Website: soutas.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 4.5/5.

📌 Location of Soutas Financial & Insurance Solutions Inc.

☎️5592301648

⏰ Open Hours of Soutas Financial & Insurance Solutions Inc.

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–12 PM
Saturday: Closed
Sunday: Closed

Overview of Soutas Financial & Insurance Solutions Inc.

Located at 333 W Shaw Ave Suite 106, Fresno, CA 93704, United States, Soutas Financial & Insurance Solutions Inc. stands out as a notable entity in the financial planning and insurance services sector. With a dedicated phone line at 5592301648, potential clients can easily reach out for guidance and support. Their official website, soutas.com, serves as a comprehensive resource for understanding their services and offerings.

The company specializes in providing expert advice through their Financial planner and Financial consultant services. This dual expertise ensures that clients receive tailored solutions that address both financial planning and insurance needs. For those seeking convenience, Soutas offers online appointments and on-site services, making it easier for clients to fit their financial needs into their busy schedules. Accessibility is also a key feature, with a wheelchair-accessible car park, entrance, and toilet, as well as a wheelchair-accessible toilet, ensuring that everyone can enjoy a hassle-free experience.

Clients who have interacted with Soutas Financial & Insurance Solutions Inc. have left a total of 11 reviews on Google My Business, with an impressive average opinion rating of 4.5/5. This high rating reflects the company's commitment to quality service and client satisfaction. Important points of interest include the requirement for an appointment and the recommendation to schedule one in advance, indicating a structured approach to client service.

For individuals looking to navigate the often complex world of financial planning and insurance, Soutas provides a beacon of expertise and accessibility. Their focus on both planning and insurance makes them a versatile resource for a wide range of financial concerns. The combination of online and in-person services caters to a diverse clientele, ensuring that everyone can find the right approach to meet their needs.

To anyone considering their financial future, it's highly recommended to explore what Soutas Financial & Insurance Solutions Inc. has to offer. Visiting their website at soutas.com can provide valuable insights into how they can assist you. Given their stellar reputation and commitment to serving clients with both financial planning and insurance solutions, taking the first step by scheduling an appointment could be a pivotal move towards achieving your financial goals. Don't wait; your path to financial security begins with a simple click or call to Soutas.

👍 Reviews of Soutas Financial & Insurance Solutions Inc.

Soutas Financial & Insurance Solutions Inc. - Fresno, California

Melissa S.

1/5

They do not have experience with pre-retirement planning or working with younger people, Dale's words not mine. Dale gave me a timeline of a week to get back to me because he needed to talk to his team and CPA however never followed up, like promised. He was aware of my personal circumstance had time constraints. I called to follow up and he asked 'are you the one who ...' it was very rude and made it seem like I was unimportant and had showed me he already forgotten. If he knew I wasn't a good fit from the beginning, he should of been up front rather than allow me to wait, it was very unprofessional. Jeremy in front office is very friendly and kind.

Kristi S.

5/5

Dale has been a tremendous asset to me and our family. He has provided guidance in helping us decide what is the best financial decision we can make by helping us to understand all the options before we make any decision. He explains all the various opportunities which includes tax ramifications, long term growth, we always know safety of the investment is paramount in his recommendations, that is called peace of mind, and you just can't beat that. There is a wide range of ages in our family and Dale makes the adjustment for each of us, nothing is the same because each of us have different goals and plans. In addition my parents are retired and he has not only helped them get the right plans for their senior life style but is available to me and my siblings in helping us make difficult life changing decisions when it comes to what is best for mom and dad. Dale is always there for us, you can't beat the service and care he provides.

Twilla C.

5/5

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 B.

5/5

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!

Steve M.

5/5

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 J.

5/5

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.

Sharon A.

5/5

Dear Dale S. Soutas,

I would like to thank you for your help. I was so concerned about how to handle my retirement paper work. I was so confused!!! You and your staff helped I and my husband David so much. Now we know what we need to do to go forward with our retirement.
We highly recommend anyone that needs help planing their retirement/future investments to contact ...
Dale S. Soutas Financial

Sincerely,

Sharon Arias

We look forward to our next appointment.

larry F.

5/5

Very knowlegable and gives you all the facts whether good or bad. Outstanding attitude and good hummer. We do all are financial with Dale.