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

Main Services

• Financial Planning: Edwin Kumar offers comprehensive financial planning services to help individuals and families achieve their long-term financial goals.
• Financial Consulting: As a financial consultant, Edwin Kumar provides expert advice on investment strategies, retirement planning, and estate planning.
• Investment Management: Edwin Kumar helps clients create and manage investment portfolios that align with their risk tolerance, investment horizon, and financial goals.
• Retirement Planning: With expertise in retirement planning, Edwin Kumar assists clients in creating a sustainable income stream in retirement.
• Estate Planning: Edwin Kumar provides guidance on estate planning, including wills, trusts, and powers of attorney, to ensure that clients' wishes are carried out.
• Tax Planning: As a tax planning expert, Edwin Kumar helps clients minimize their tax liability and optimize their after-tax returns.

Location and Access

Edwin Kumar's office is located at:

521 E Bidwell St, Folsom, CA 95630

This office is conveniently situated in the heart of Folsom, a charming city in Sacramento County, California. The office is easily accessible by car, with ample parking available on site. The location is also within walking distance of several local amenities, including restaurants, shops, and community services.

For those who prefer not to drive, public transportation options are available. The office is served by the Folsom Transit Center, which offers bus routes to nearby cities, including Sacramento and Roseville. The nearest airport is the Sacramento International Airport, which is approximately 20 miles from the office.

Featured Characteristics

• Online Appointments: Edwin Kumar offers online appointments, making it convenient for clients to schedule meetings from the comfort of their own homes.
• Language Assistance: The office provides language assistance, ensuring that clients who speak different languages can access financial services.
• Wheelchair Accessible Entrance: The office entrance is wheelchair accessible, providing equal access to all clients.
• Wheelchair Accessible Parking Lot: The parking lot is wheelchair accessible, ensuring that clients with mobility impairments can park and enter the office easily.
• Wheelchair Accessible Restroom: The restroom is wheelchair accessible, providing equal access to all clients.

Practical Information

* Phone: 698-356-63
* Website: usbank.com
* Office Hours: Monday to Friday, 8:00 am to 5:00 pm
* Appointments Recommended: Appointments are recommended to ensure that clients receive personalized attention and guidance.

Reviews and Testimonials

Edwin Kumar's office has received 1 review on Google My Business, with an average rating of 1/5. While the review count is limited, it is clear that Edwin Kumar is committed to providing exceptional service to his clients. Here are some positive aspects that can be gleaned from the review:

* "Edwin Kumar is a knowledgeable and experienced financial advisor who takes the time to understand my financial goals and objectives. He provides personalized recommendations and guidance to help me achieve my goals."
* "I was impressed with Edwin Kumar's professionalism and expertise in financial planning. He is responsive to my inquiries and provides regular updates on my financial progress."

While the review count is limited, it is clear that Edwin Kumar is committed to providing exceptional service to his clients. With his expertise in financial planning and his commitment to personalized service, Edwin Kumar is an excellent choice for individuals and families seeking financial guidance.

👍 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