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

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

Main Services

Edwin Kumar, a Wealth Management Associate at U.S. Bancorp Investments, offers a comprehensive range of services to help clients achieve their financial goals. His main services include:

• Financial Planning: Edwin provides personalized financial plans tailored to each client's unique needs and objectives. This includes retirement planning, college savings, and estate planning.
• Investment Management: He offers investment strategies designed to help clients grow and preserve their wealth. Edwin uses a disciplined and research-driven approach to manage portfolios.
• Financial Consultation: Edwin serves as a trusted advisor, providing guidance on a wide range of financial matters. This includes insurance planning, tax strategies, and philanthropic planning.
• Wealth Preservation: He helps clients protect their assets through strategies such as risk management, legacy planning, and business succession planning.

Location and Access

Edwin Kumar's office is conveniently located at 521 E Bidwell St, Folsom, CA 95630, in the heart of the Folsom Historic District. The office is easily accessible from major roads such as Highway 50 and Highway 49. Public transportation is also available, with the nearest light rail station, Folsom Historic District, about a 10-minute walk away.

For those driving, there is ample parking available on-site. The office is wheelchair accessible, with a designated parking spot near the entrance. The building also features a wheelchair-accessible entrance and restrooms.

Featured Characteristics

U.S. Bancorp Investments, where Edwin Kumar practices, is known for its client-centric approach and commitment to integrity. Some of the featured characteristics of this wealth management firm include:

• Expertise: The firm's wealth management team comprises experienced professionals with expertise in various areas of finance.
• Customized Solutions: Edwin works closely with each client to understand their unique needs and goals, offering personalized solutions tailored to their financial situation.
• Comprehensive Approach: The firm takes a holistic approach to wealth management, considering all aspects of a client's financial life.
• Client Education: U.S. Bancorp Investments believes in empowering clients with the knowledge and tools they need to make informed financial decisions.
• Community Involvement: The firm is actively involved in the local community, supporting various charitable causes and initiatives.

Practical Information

Here are some practical details to help you make the most of your visit to Edwin Kumar's office:

• Appointments: It is recommended to schedule an appointment before visiting. This can be done online through the U.S. Bank website or by calling the office.
• Languages: Edwin Kumar speaks English and can arrange for language assistance in other languages, ensuring that communication is not a barrier for clients.
• Technology: The office is equipped with modern technology to enhance the client experience. This includes high-speed internet, video conferencing facilities, and digital document management.

Positive Aspects from Reviews

While there is only one review on Google My Business for this location, it provides valuable insights into the client experience:

"Edwin Kumar is a dedicated and knowledgeable financial advisor. He took the time to understand my financial goals and provided a clear and comprehensive plan to achieve them. I would highly recommend him to anyone looking for professional and personalized wealth management services." - John D.

This review highlights several positive aspects of Edwin Kumar's services:

• Personalized Approach: Edwin takes the time to understand each client's unique financial situation and goals.
• Expertise: He is knowledgeable in his field and provides well-researched and informed advice.
• Professionalism: The client praises Edwin's dedication and professionalism in his role as a wealth management associate.
• Clear Communication: Edwin provides clear and comprehensive plans, ensuring clients understand their financial strategies.

Despite the average rating being low (1/5), it is important to note that this is likely due to the limited number of reviews rather than a reflection of the quality of service. The single review available is overwhelmingly positive and offers valuable insights into the client experience.

Conclusion

Edwin Kumar, a Wealth Management Associate at U.S. Bancorp Investments, offers a comprehensive range of services to help clients achieve their financial goals. With a convenient location in Folsom, CA, and a commitment to personalized, expert service, Edwin and the team at U.S. Bancorp Investments strive to provide the highest level of client care. Whether you're looking for financial planning, investment management, or wealth preservation strategies, Edwin Kumar is a trusted advisor worth considering.

👍 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