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

Edwin Kumar, Wealth Management Associate at U.S. Bancorp Investments

Located in the heart of Folsom, California, U.S. Bancorp Investments is a leading financial services provider that offers a range of wealth management solutions to individuals and families. As a Wealth Management Associate, Edwin Kumar is dedicated to providing expert guidance and support to clients seeking to achieve their financial goals. In this article, we will delve into the services offered by Edwin Kumar, explore the location and accessibility of the office, highlight the featured characteristics of the office, provide practical information for clients, and discuss the positive aspects of Edwin Kumar's services based on reviews.

Main Services

• Financial Planning: Edwin Kumar offers comprehensive financial planning services to help clients create a personalized plan for achieving their financial goals. This includes assessing clients' current financial situation, identifying areas for improvement, and developing a tailored strategy for success.
• Financial Consulting: As a financial consultant, Edwin Kumar provides expert advice on investment options, retirement planning, estate planning, and tax planning. He helps clients make informed decisions about their financial future and creates a customized plan to achieve their objectives.
• Investment Management: Edwin Kumar offers investment management services to help clients grow and protect their wealth. This includes managing portfolios, making investment recommendations, and providing ongoing monitoring and adjustments to ensure clients' investments are aligned with their goals.
• Retirement Planning: Edwin Kumar helps clients create a comprehensive retirement plan, including assessing their current retirement savings, identifying areas for improvement, and developing a strategy for achieving their retirement goals.
• Estate Planning: As an estate planning expert, Edwin Kumar helps clients create a plan for managing their assets after they pass away. This includes creating a will, establishing trusts, and ensuring that their wishes are carried out.
• Tax Planning: Edwin Kumar provides expert advice on tax planning, including identifying tax-saving opportunities, minimizing tax liabilities, and ensuring that clients are in compliance with all tax regulations.

Location and Access

Edwin Kumar's office is located at:

521 E Bidwell St
Folsom, CA 95630

The office is easily accessible by car, with ample parking available in the surrounding area. The building is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. Online appointments are also available, making it convenient for clients to schedule meetings at their convenience.

Featured Characteristics

• Personalized Service: Edwin Kumar provides personalized service to each client, taking the time to understand their unique needs and goals.
• Expert Knowledge: As a seasoned financial professional, Edwin Kumar brings extensive knowledge and expertise to the table, ensuring that clients receive the best possible advice and guidance.
• Convenience: The office is conveniently located in the heart of Folsom, making it easy for clients to access and schedule appointments.
• Technology: The office is equipped with the latest technology, including online platforms and software, to ensure that clients can access their information and communicate with Edwin Kumar easily.
• Language Assistance: Edwin Kumar offers language assistance for clients who require it, ensuring that everyone can understand and communicate effectively.

Practical Information

• Phone: 69835663
• Website: usbank.com
• Address: 521 E Bidwell St, Folsom, CA 95630
• Hours of Operation: Monday - Friday, 9:00 AM - 5:00 PM
• Online Appointments: Available

Positive Aspects of Edwin Kumar's Services

Based on reviews, Edwin Kumar's services have been well-received by clients. While there is only one review on Google My Business, the review highlights the importance of Edwin Kumar's expertise and personalized service.

"The experience with Edwin Kumar was excellent. He took the time to understand my financial situation and created a personalized plan to achieve my goals. His expertise and knowledge were impressive, and I would highly recommend him to anyone seeking financial guidance." - Client Review

Overall, Edwin Kumar's wealth management services offer a comprehensive approach to achieving financial goals. With his expertise, personalized service, and convenient location, clients can trust that they are in good hands.

👍 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