Business claimed
Last updated: 2 months ago
Listed in:
Financial Planning
,
Investment Services
About Soutas Financial & Insurance Solutions Inc.
Retire with confidence. Soutas Financial delivers personalized retirement and wealth‑protection strategies, helping Californians create financial peace of mind for over 35 years. Investment advisory s Go to full description...
Contact information
Phone numbers
Fax numbers
5592301651
Business hours
M-Th 8am-5pm, F 8am-12pm, Sa-Su Closed
Business website
Images and videos (5)
Additional business details
Email address:
dale@soutas.com
Retire with confidence. Soutas Financial delivers personalized retirement and wealth‑protection strategies, helping Californians create financial peace of mind for over 35 years. Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.
Services:
Financial Planning, Financial Consulting, Wealth Management, Tax Strategies, Guidance with Long-Term Healthcare, Retirement Planning
Specialties:
Retirement Income Strategies, Wealth Accumulation Strategies, Asset Protection, Long Term Care Strategies, Legacy Planning, Tax Planning Strategies, IRA, 401(k) & 403(b) Rollovers, Medicare