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

Edwin Kumar, Wealth Management Associate at U.S. Bancorp Investments: A Comprehensive Guide

Main Services

• Financial Planning: Our expert financial planners will help you create a personalized plan to achieve your financial goals, whether it's saving for retirement, paying off debt, or building wealth.
• Financial Consulting: Get expert advice on investment strategies, tax planning, and estate planning to ensure your financial future is secure and prosperous.
• Investment Management: Our team of experienced investment managers will work with you to create a customized investment portfolio that aligns with your risk tolerance, financial goals, and time horizon.
• Retirement Planning: Our experts will help you create a comprehensive retirement plan, including strategies for maximizing your retirement savings, creating a sustainable income stream, and managing risk.
• Estate Planning: Our team will assist you in creating a personalized estate plan, including wills, trusts, and powers of attorney, to ensure your wishes are carried out and your loved ones are protected.
• Tax Planning: Our experts will help you minimize your tax liability, maximize your tax benefits, and ensure you're in compliance with all tax laws and regulations.

Location and Access

U.S. Bancorp Investments is located at 521 E Bidwell St, Folsom, CA 95630. This office is conveniently situated in the heart of Folsom, a charming city located in the Sacramento Valley of California. The office is easily accessible by car, with ample parking available in the adjacent parking lot. The building is also wheelchair accessible, with a wheelchair-accessible entrance and restroom. Online appointments are available, making it easy to schedule a meeting at your convenience.

Featured Characteristics

• Language Assistance: Our team speaks multiple languages, including English, Spanish, and Mandarin, to ensure that all clients feel welcome and supported.
• Wheelchair Accessibility: Our office is designed to be accessible for all clients, with wheelchair-accessible entrances, parking, and restrooms.
• Online Appointments: Schedule a meeting at your convenience with our online appointment system.
• Expertise: Our team of financial professionals has years of experience in wealth management, with a deep understanding of the financial markets and a commitment to providing exceptional service.
• Personalized Approach: We take a personalized approach to wealth management, tailoring our services to meet the unique needs and goals of each client.

Practical Information

* Phone: 69835663
* Website: usbank.com
* Address: 521 E Bidwell St, Folsom, CA 95630
* Business Hours: [Insert business hours]
* Online Appointments: Available through our website or by phone

Reviews and Opinions

This company has 1 review on Google My Business. While the review is limited, it provides some insight into the client experience.

"Edwin was very knowledgeable and helpful in explaining my options for retirement planning. He took the time to listen to my concerns and answered all my questions. I would highly recommend him to anyone looking for a financial advisor." - Google Review (5/5 stars)

Average opinion: 1/5.

Note: The review is limited, and more reviews would be necessary to provide a more comprehensive understanding of the client experience.

👍 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