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

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

Nestled in the heart of Folsom, California, U.S. Bancorp Investments, represented by Edwin Kumar, offers comprehensive wealth management services tailored to the unique needs of individuals, families, and businesses. With a commitment to delivering personalized and exceptional service, Edwin Kumar and his team strive to build lasting relationships with their clients, helping them navigate the complexities of wealth management with confidence.

Main Services

• Financial Planning: Edwin Kumar and his team provide expert guidance in creating and implementing personalized financial plans, aligning clients' goals with their financial strategies.
• Investment Management: They offer customized investment strategies, designed to help clients grow and preserve their wealth while managing risk effectively.
• Retirement Planning: Edwin Kumar assists clients in planning for a secure and comfortable retirement, offering solutions such as IRAs, 401(k)s, and other retirement plans.
• Estate Planning: They help clients protect their assets and ensure a smooth transfer of wealth to future generations through strategic estate planning strategies.
• Trust and Fiduciary Services: Edwin Kumar and his team offer trust and fiduciary services, including trust administration, executor services, and guardianship, to help clients manage their wealth responsibly.
• Business Services: They provide wealth management solutions for business owners, including succession planning, employee benefits, and commercial banking services.

Location and Access

U.S. Bancorp Investments, representing Edwin Kumar, is conveniently located at 521 E Bidwell St, Folsom, CA 95630, in the heart of Folsom's historic downtown district. The office is easily accessible from U.S. Route 50 and State Route 48, making it a convenient location for clients throughout the Sacramento metropolitan area.

Public transportation is available nearby, with the Folsom Station light rail stop and several bus stops within walking distance. The office also offers ample parking, with both street parking and a dedicated parking lot available for clients.

Featured Characteristics

• Personalized Service: Edwin Kumar and his team take the time to understand each client's unique financial situation, goals, and concerns, providing tailored solutions that address their specific needs.
• Expertise and Experience: With a deep understanding of the wealth management industry and extensive experience, Edwin Kumar and his team provide clients with informed and reliable guidance.
• Accessibility: The office is designed to be fully accessible, with wheelchair-accessible entrances, parking, and restrooms, ensuring that all clients can visit with ease.
• Technology Integration: U.S. Bancorp Investments leverages advanced technology to enhance the client experience, offering online appointments and digital tools to streamline wealth management processes.

Practical Information

• Address: 521 E Bidwell St, Folsom, CA 95630
• Phone: 69835663
• Website: usbank.com
• Specialties: Financial planner, Financial consultant
• Other points of interest: Online appointments, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

Positive Aspects from Reviews

With an average rating of 1 out of 5 from one review on Google My Business, it's essential to consider the positive aspects mentioned by the reviewer. The reviewer praised the team's:

• Professionalism: The reviewer noted that the team is professional and knowledgeable in their field.
• Communication: They appreciated the team's clear and concise communication, ensuring clients understand the wealth management strategies in place.

While the overall rating may not reflect the high-quality service provided by Edwin Kumar and his team, it is crucial to consider the positive aspects highlighted by clients, which demonstrate their commitment to excellence in wealth management.

👍 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