Soutas Financial Advisor & Retirement Planning

Fresno Financial Advisor & Retirement Planner
Opening at 8:00 AM on Monday
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Fresno Retirement Advisor News: Contingency Plans Helpful to Weather the Unexpected

Fresno Retirement Advisor Takeaways

As your Fresno financial advisor we thought this was a good takeaway. Financial advisors often tell clients to keep an emergency fund of liquid assets, with enough to cover th...

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Fresno Financial Consultant News: Insuring Income In Coronavirus Outbreak

As the COVID-19 strain of the coronavirus flows through our nation’s population, many Americans may find themselves working shorter shifts, working from home, on paid or unpaid medical leave, furloughed or even laid off. W...

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Fresno Financial Advisor News: Breaking Down the Recent Jargon of the Market

The Dow Jones Industrial Average (DJIA), the S&P 500 and the Nasdaq experienced quite a roller coaster ride in March. There are mixed opinions as to whether it was due to the global economic impact of the seemingly uns...

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If you’re looking at your account statements, trying to figure out where you stand financially, we’ll be the first to say, please don’t go it alone!

When so much feels outside our control these days, there’s no reason to put o...

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5 months ago
Soutas Financial has been unparalleled in their retirement financial advice for our family here recently. With Dale's much needed advice we will be able to reap a huge tax savings in 2020. We highly recommend Soutas Financial & Insurance Solutions! Great seminars too.
- Figarden J

Fresno Financial Advisor & Planner

Whatever goal you’re going for, we’ll help you keep your eyes on the prize. Since 1989, Soutas Financial & Insurance Solutions, Inc. your Fresno financial advisor and retirement planner has worked with California residents and their families to help guide them to and through retirement financial planning. We’re committed to helping take the complexity out of Fresno retirement planning.

By using a variety of insurance and investment products, we can help you develop an overall retirement income strategy specific to you and your family in Fresno Ca. We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but also in maintaining it throughout your retirement. Meet the team who is dedicated to helping you reach your future goals for financial planning.

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  • (559) 230-1648


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333 W. Shaw Avenue Suite 106
Fresno, CA 93704
United States

Business Hours

Mon:8:00 AM – 5:00 PM
Tue:8:00 AM – 5:00 PM
Wed:8:00 AM – 5:00 PM
Thu:8:00 AM – 5:00 PM
Fri:8:00 AM – 12:00 PM
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