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

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

Main Services

• Financial Planning: Our team of experienced financial planners will help you create a personalized financial plan tailored to your unique needs and goals.
• Financial Consulting: Get expert advice on investments, retirement planning, estate planning, and other financial matters.
• Investment Management: We offer a range of investment products and services, including brokerage services, retirement accounts, and insurance products.
• Retirement Planning: Let us help you create a secure retirement plan, including retirement account options, pension planning, and Social Security optimization.
• Investment Education: Stay informed and educated on investment strategies, market trends, and economic news.
• Account Management: Our experienced account managers will work closely with you to manage your accounts, monitor performance, and make adjustments as needed.
• Tax Planning: Our team of tax professionals will help you minimize taxes, optimize tax savings, and ensure compliance with tax regulations.
• Estate Planning: We will help you create a comprehensive estate plan, including wills, trusts, and powers of attorney.
• Insurance Planning: Get expert advice on life insurance, health insurance, and disability insurance.
• Business Planning: Our team will help you create a business plan, including financial projections, market analysis, and strategy development.

Location and Access

Edwin Kumar's office is located at:

521 E Bidwell St, Folsom, CA 95630

This office is conveniently located in the heart of Folsom, near the American River Bike Trail and the Folsom Lake. The office is easily accessible by car, with ample parking available on site. The building is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom.

The office is also easily accessible by public transportation, with several bus routes stopping nearby. The nearest airport is the Sacramento International Airport, which is approximately 20 miles away.

Featured Characteristics

• Online Appointments: Schedule appointments online for your convenience.
• Language Assistance: Our staff speaks multiple languages, including English, Spanish, and Mandarin.
• Wheelchair Accessible Entrance: Our office is fully wheelchair accessible, with a ramp entrance and elevator access.
• Wheelchair Accessible Parking Lot: Ample parking is available for clients with disabilities.
• Wheelchair Accessible Restroom: Our restroom is wheelchair accessible, with grab bars and a lowered sink.
• Restroom: Our office has a fully functional restroom, with toilet, sink, and paper products.
• Appointments Recommended: We recommend scheduling appointments in advance to ensure availability.

Practical Information

* Phone: 698-3566
* Website: usbank.com
* Hours of Operation: Monday - Friday, 9am - 5pm
* Email: [[email protected]](mailto:[email protected])

Reviews and Opinions

This company has 1 reviews on Google My Business.

Average opinion: 1/5.

While there is only one review, it is worth noting that the reviewer had a negative experience with the office. However, it is also possible that this review is an isolated incident and does not reflect the overall quality of service provided by Edwin Kumar and U.S. Bancorp Investments.

It is always a good idea to read multiple reviews from different sources to get a well-rounded view of a company's strengths and weaknesses. In this case, it may be helpful to read reviews on other platforms, such as Yelp or Trustpilot, to get a more comprehensive understanding of Edwin Kumar's services.

Overall, while there may be some areas for improvement, Edwin Kumar and U.S. Bancorp Investments seem to offer a range of services that cater to the needs of individuals and families. With a focus on personalized service, investment expertise, and practical advice, this office may be a good fit for those seeking wealth management solutions.

👍 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