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Soutas Financial & Insurance Solutions Inc.

Soutas Financial: Trusted, personalized guidance for retirement, planning, and family finances.

4.2(5 reviews)
financial-advising
$$$
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About

Based in Fresno, Soutas Financial & Insurance Solutions Inc. provides finance and consultancy services focused on retirement planning, investment choices, and long-term growth. Led by Dale Soutas, the team aims for safety and peace of mind, offering clear, personalized guidance for families and retirees. Reviews commend thorough support through MediCal recertifications, nursing home transitions, and related trust matters.

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Location

5740 N Palm Ave # 105, Fresno, CA 93704, USA

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Services

Retirement Planning

Comprehensive strategies for pre-retirement and post-retirement financial security, including investment options and tax implications.

MediCal Assistance

Guidance through MediCal applications and recertifications, especially for seniors and nursing home transitions.

Investment Advisory

Personalized investment recommendations focused on safety, growth, and long-term goals for all age groups.

Insurance Solutions

Tailored insurance plans to protect assets and provide financial stability for individuals and families.

Estate and Trust Planning

Assistance with estate management, trusts, and real estate issues to ensure smooth transitions and legal compliance.

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