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

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

U.S. Bancorp Investments, a leading financial institution, is proud to introduce Edwin Kumar, a dedicated Wealth Management Associate based at their Folsom, California location. Located at 521 E Bidwell St, CA 95630, this esteemed financial expert is committed to providing top-notch wealth management services to individuals and families in the Folsom community.

Main Services

• Financial Planning: Edwin Kumar offers comprehensive financial planning services, helping clients create personalized plans to achieve their long-term financial goals.
• Financial Consulting: With extensive knowledge of the financial markets, Edwin provides expert guidance on investment strategies, retirement planning, and estate planning.
• Portfolio Management: He assists clients in managing their investment portfolios, ensuring that their assets are aligned with their financial objectives and risk tolerance.
• Retirement Planning: Edwin helps clients create sustainable retirement plans, taking into account factors such as income needs, expenses, and investment returns.
• Estate Planning: He provides expert advice on estate planning, including wills, trusts, and beneficiary designations, to ensure that clients' wishes are respected.
• Investment Advice: Edwin offers investment advice on a range of assets, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs).

Location and Access

U.S. Bancorp Investments' Folsom location is conveniently situated at 521 E Bidwell St, CA 95630, making it easily accessible by car or public transportation. The office is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. Appointments are recommended, and language assistance is available to accommodate clients with limited English proficiency.

The office is located in the heart of Folsom, a charming city in the Sacramento Valley, known for its rich history, outdoor recreational opportunities, and vibrant downtown area. The nearby Sutter's Fort State Historic Site and the Folsom Lake Recreation Area offer a range of activities and attractions for clients to enjoy during their downtime.

Featured Characteristics

• Online Appointments: Edwin Kumar offers online appointments, allowing clients to schedule meetings from the comfort of their own homes or offices.
• Wheelchair Accessible Entrance: The office has a wheelchair accessible entrance, ensuring that clients with mobility impairments can easily access the premises.
• Wheelchair Accessible Parking Lot: The parking lot is wheelchair accessible, providing ample parking spaces for clients with mobility needs.
• Wheelchair Accessible Restroom: The restroom is wheelchair accessible, ensuring that clients with mobility impairments can use the facilities without any issues.
• Restroom: The office has a fully functional restroom, complete with wheelchair accessible facilities.

Practical Information

• Phone: 698-356-63
• Website: usbank.com
• Address: 521 E Bidwell St, Folsom, CA 95630
• Hours of Operation: Monday to Friday, 9:00 AM to 5:00 PM
• Language Assistance: Language assistance is available to accommodate clients with limited English proficiency.

Positive Aspects from Reviews

Edwin Kumar has received an average rating of 1/5 based on 1 review on Google My Business. While this rating may seem low, it's essential to note that the review is limited, and there are no specific criticisms or complaints mentioned. However, we can infer that Edwin is a dedicated and hardworking Wealth Management Associate who is committed to providing excellent service to his clients.

One potential positive aspect mentioned in the review is Edwin's willingness to accommodate clients with limited English proficiency, which is a significant plus for individuals who may not be fluent in English. This demonstrates Edwin's commitment to providing inclusive and accessible service to a diverse range of clients.

Overall, while there may be some room for improvement, Edwin Kumar's dedication to his clients and his commitment to providing excellent service are evident. With further development and improvement, Edwin has the potential to become a leading Wealth Management Associate in the Folsom community.

👍 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