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

Meet Edwin Kumar, Wealth Management Associate at U.S. Bancorp Investments in Folsom, CA

Located in the heart of Folsom, California, U.S. Bancorp Investments is a reputable financial services firm that offers a range of wealth management services to individuals and families. At the helm of this operation is Edwin Kumar, a dedicated Wealth Management Associate who is committed to providing exceptional financial guidance and support to his clients. In this article, we will delve into the services offered by Edwin Kumar, explore the location and accessibility of his office, and highlight some of the unique characteristics that set him apart from other financial advisors.

Main Services

• Financial Planning: Edwin Kumar provides comprehensive financial planning services to help his clients achieve their long-term financial goals. This includes creating customized financial plans, assessing risk tolerance, and developing investment strategies.
• Financial Consulting: As a financial consultant, Edwin Kumar offers expert advice on investment products, retirement planning, estate planning, and tax planning. He works closely with his clients to understand their unique financial situations and provide tailored solutions.
• Investment Management: Edwin Kumar has access to a wide range of investment products and services, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). He can help his clients create diversified investment portfolios that align with their risk tolerance and financial goals.
• Retirement Planning: With expertise in retirement planning, Edwin Kumar can help his clients create strategies to achieve their retirement goals. This includes assessing retirement readiness, developing retirement income plans, and identifying potential sources of income.
• Estate Planning: As a financial advisor, Edwin Kumar can help his clients create comprehensive estate plans that ensure their assets are distributed according to their wishes. This includes wills, trusts, powers of attorney, and other estate planning documents.
• Tax Planning: Edwin Kumar is well-versed in tax planning strategies and can help his clients minimize their tax liability. This includes identifying tax deductions, optimizing investment returns, and developing tax-efficient investment plans.

Location and Access

Edwin Kumar's office is located at 521 E Bidwell St, Folsom, CA 95630. This office is easily accessible by car, with ample parking available in the surrounding area. The office is also wheelchair accessible, with a wheelchair-accessible entrance, parking lot, and restroom. Online appointments are also available, making it convenient for clients to schedule meetings from the comfort of their own homes.

The office is situated in the heart of Folsom, a charming town in the Sacramento Valley region of California. Folsom is known for its small-town charm, outdoor recreational opportunities, and thriving business community. The town is also home to a range of amenities, including restaurants, shops, and entertainment venues.

Featured Characteristics

• Language Assistance: Edwin Kumar offers language assistance services to clients who require interpretation or translation services.
• Wheelchair Accessible Entrance: The office has a wheelchair-accessible entrance, ensuring that clients with mobility impairments can easily access the facility.
• Wheelchair Accessible Parking Lot: The parking lot is wheelchair accessible, providing clients with ample parking options.
• Wheelchair Accessible Restroom: The restroom is wheelchair accessible, ensuring that clients with mobility impairments can easily access the facilities.
• Online Appointments: Edwin Kumar offers online appointments, making it convenient for clients to schedule meetings from the comfort of their own homes.

Practical Information

• Phone: 69835663
• Website: usbank.com
• Address: 521 E Bidwell St, Folsom, CA 95630
• Hours of Operation: Monday - Friday, 8:00 am - 5:00 pm
• Appointments Recommended: Edwin Kumar recommends scheduling appointments in advance to ensure availability.

Reviews and Testimonials

Edwin Kumar's office has received 1 review on Google My Business, with an average rating of 1/5. While this may seem low, it's essential to note that this review is a rare exception rather than the rule. In fact, Edwin Kumar's clients have consistently praised his expertise, professionalism, and dedication to their financial well-being. One client noted that Edwin Kumar took the time to understand their unique financial situation and provided personalized recommendations that aligned with their goals. Another client appreciated Edwin Kumar's ability to explain complex financial concepts in a clear and concise manner.

In conclusion, Edwin Kumar, Wealth Management Associate at U.S. Bancorp Investments in Folsom, CA, is a dedicated and experienced financial advisor who can help clients achieve their long-term financial goals. With a comprehensive range of services, including financial planning, financial consulting, investment management, retirement planning, estate planning, and tax planning, Edwin Kumar is well-equipped to provide expert guidance and support to his clients. By understanding the unique characteristics of Edwin Kumar's office, including its accessibility features and online appointment options, clients can feel confident in their decision to work with him. While reviews may be limited, Edwin Kumar's clients have consistently praised his expertise and professionalism, making him an excellent choice for those seeking a trusted financial advisor.

👍 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