Soutas Financial and Insurance Solutions, Inc. is here to help take the complexity out of retirement planning with our experienced Fresno Financial Advisor.
Retirement Plan Consultant Fresno CA
Business CategoryMoney and Financial Services
Based on 15 reviews
I had a great experience with the beautiful Kathia. She's very professional and very nice. Thank you so much. Kathia.
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.
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.
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.
5.0
Struggling to manage Bookkeeping in Metairie, LA, while handling daily business operations? The Bookkeeper helps local companies keep records accurate, reports organized, and financial details easier to manage.…
Go to Listing →
5.0
The Bookkeeper provides accurate bookkeeping services to construction companies to record and classify income, materials, sub-contractors, vendors depreciating machinery, write-offs and more. Schedule a free meeting today!
Go to Listing →
