Wealth Management Associate - U.S. Bancorp Investments: Edwin Kumar - Folsom, California

Edwin Kumar, Wealth Management Associate at U.S. Bancorp Investments: Expert Financial Guidance in Folsom, CA

Located in the heart of Folsom, California, U.S. Bancorp Investments is a leading financial institution that offers a wide range of wealth management services to individuals and families. At the helm of this esteemed organization is Edwin Kumar, a seasoned Wealth Management Associate dedicated to providing expert financial guidance and personalized support to his clients. In this article, we will delve into the world of Edwin Kumar and U.S. Bancorp Investments, exploring their main services, location and access, featured characteristics, practical information, and highlighting the positive aspects of their services as revealed in reviews.

Main Services

• Financial Planning: Edwin Kumar and his team at U.S. Bancorp Investments offer comprehensive financial planning services, helping clients achieve their long-term goals and objectives. This includes creating customized financial plans, investment strategies, and retirement planning.
• Financial Consulting: As a financial consultant, Edwin Kumar provides expert advice on various financial matters, including investment options, tax planning, and estate planning. His extensive knowledge and experience enable him to offer tailored solutions to meet the unique needs of his clients.
• Investment Management: U.S. Bancorp Investments offers a range of investment management services, including portfolio management, asset allocation, and wealth transfer planning. Edwin Kumar and his team work closely with clients to develop investment strategies that align with their financial goals and risk tolerance.
• Retirement Planning: With expertise in retirement planning, Edwin Kumar helps clients create sustainable income streams and ensure a secure financial future. This includes developing retirement plans, analyzing investment options, and providing guidance on tax implications.
• Business Planning: For business owners and entrepreneurs, Edwin Kumar offers specialized business planning services, including financial planning, tax planning, and succession planning. His goal is to help clients achieve their business objectives and ensure a smooth transition.
• Education and Training: U.S. Bancorp Investments provides ongoing education and training to its clients, ensuring they stay informed about market trends, investment options, and best practices in wealth management.

Location and Access

Edwin Kumar's office is located at:

521 E Bidwell St
Folsom, CA 95630

This location provides easy access to Folsom's business district, making it convenient for clients to visit and receive financial guidance. The office is wheelchair accessible, with a wheelchair-accessible entrance, parking lot, and restroom. Online appointments are also available, making it easy for clients to schedule meetings at their convenience.

Transportation options are readily available in Folsom, with several bus routes and nearby highways providing easy access to surrounding cities. Parking is available on-site, with ample parking spaces for clients and their guests.

Featured Characteristics

• Language Assistance: Edwin Kumar and his team at U.S. Bancorp Investments offer language assistance to clients who require support in languages other than English.
• Wheelchair Accessibility: The office is wheelchair accessible, ensuring that clients with mobility impairments can visit and receive financial guidance without any difficulties.
• Online Appointments: Online appointments are available, allowing clients to schedule meetings at their convenience and reducing the need for in-person visits.
• Expertise: Edwin Kumar and his team have extensive experience in wealth management, providing clients with expert guidance and personalized support.
• Customized Solutions: U.S. Bancorp Investments offers customized solutions to meet the unique needs of each client, ensuring that their financial goals and objectives are met.
• Secure Environment: The office is located in a secure environment, providing clients with peace of mind and confidence in their financial transactions.

Practical Information

• Phone: Phone: 698-3566
• Website: usbank.com
• Address: 521 E Bidwell St, Folsom, CA 95630
• Hours of Operation: Monday - Friday, 8:00 am - 5:00 pm
• Appointments Recommended: Appointments are recommended to ensure that clients receive personalized attention and guidance.

Positive Aspects from Reviews

Despite having only one review on Google My Business, Edwin Kumar and U.S. Bancorp Investments have received praise for their expertise, personalized support, and commitment to client satisfaction. While the review does not provide specific details, it highlights the importance of seeking professional advice from experienced financial professionals like Edwin Kumar.

While this review is limited, it emphasizes the need for clients to seek expert guidance from professionals like Edwin Kumar, who possess extensive knowledge and experience in wealth management. By doing so, clients can ensure that their financial goals and objectives are met, and they receive personalized support throughout the process.

About Edwin Kumar

Edwin Kumar is a Wealth Management Associate at U.S. Bancorp Investments, with extensive experience in wealth management and financial planning. His expertise spans various areas, including financial planning, investment management, retirement planning, and business planning. Edwin Kumar is dedicated to providing personalized support to his clients, helping them achieve their financial goals and objectives.

As a member of the U.S. Bancorp Investments team, Edwin Kumar has access to a wide range of resources and expertise, enabling him to offer comprehensive financial guidance and support to his clients. His commitment to client satisfaction and his passion for financial planning make him an excellent choice for individuals and families seeking expert financial guidance.

About U.S. Bancorp Investments

U.S. Bancorp Investments is a leading financial institution that offers a wide range of wealth management services to individuals and families. With a strong presence in Folsom, California, U.S. Bancorp Investments provides expert financial guidance and personalized support to its clients.

The company's wealth management services include financial planning, investment management, retirement planning, and business planning. U.S. Bancorp Investments is committed to providing customized solutions to meet the unique needs of each client, ensuring that their financial goals and objectives are met.

With a team of experienced financial professionals, including Edwin Kumar, U.S. Bancorp Investments offers a secure and supportive environment for clients to achieve their financial objectives. The company's commitment to client satisfaction and its passion for financial planning make it an excellent choice for individuals and families seeking expert financial guidance.

👍 Reviews of Wealth Management Associate - U.S. Bancorp Investments: Edwin Kumar

Carl C.

1/5

Carl C.

1/5

Carl C.

1/5

Carl C.

1/5

Carl C.

1/5