Soutas Financial & Insurance Solutions Inc. - Fresno, California

Melissa S.

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.

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.

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.

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.

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.

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.

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.

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