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

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

For individuals and families seeking comprehensive financial planning and expert investment guidance, Edwin Kumar at U.S. Bancorp Investments in Folsom, California, presents a valuable resource. Located at 521 E Bidwell St, Folsom, CA 95630, Mr. Kumar offers personalized services designed to help clients achieve their long-term financial goals. He operates within the established framework of U.S. Bancorp, a nationally recognized financial institution, providing clients with a secure and reliable platform for their wealth management needs.

About Edwin Kumar

Edwin Kumar is a Financial Planner and Financial Consultant dedicated to providing tailored solutions for a diverse range of clients. His approach centers on understanding each client's unique circumstances, risk tolerance, and aspirations. He specializes in developing and implementing strategies encompassing retirement planning, investment management, estate planning, and education savings. Mr. Kumar’s experience within U.S. Bancorp Investments allows him to leverage a broad suite of products and services, including brokerage accounts, mutual funds, and insurance options.

Key Services Offered

• Financial Planning: Mr. Kumar conducts thorough financial assessments to identify potential opportunities and challenges, creating customized plans aligned with client objectives.
• Investment Management: He assists clients in constructing and managing diversified investment portfolios designed to meet their specific needs and risk profiles.
• Retirement Planning: He helps clients strategize for a comfortable retirement, considering factors such as savings, Social Security, and potential investment growth.
• Education Savings: Mr. Kumar can advise on 529 plans and other strategies to help clients save for their children’s future education expenses.
• Estate Planning Consultation: While not a legal professional, he can provide guidance on the importance of estate planning and connect clients with qualified legal advisors.

Convenience and Accessibility

U.S. Bancorp Investments is committed to providing convenient access to its advisors. Edwin Kumar offers online appointments, allowing clients to schedule meetings remotely. Furthermore, the office at 521 E Bidwell St is wheelchair accessible, featuring a wheelchair accessible entrance and wheelchair accessible parking lot. Restrooms are also readily available. It is recommended to schedule an appointment in advance to ensure availability. He also offers language assistance to cater to clients with diverse linguistic needs.

Client Feedback

Currently, Edwin Kumar’s business has garnered 1 review on Google My Business, resulting in an average opinion of 1/5. This represents a significant area for improvement and highlights the importance of focusing on client satisfaction. U.S. Bancorp Investments is actively working to address these concerns and enhance the overall client experience. It’s recommended prospective clients review these reviews carefully to gain a balanced perspective.

Contact Information

To schedule an appointment or to learn more about Edwin Kumar’s services, please contact him at Phone: 69835663. You can also visit his profile on the U.S. Bancorp website: usbank.com. The office address is 521 E Bidwell St, Folsom, CA 95630.

Additional Points of Interest

• Accessibility: Comprehensive accessibility features ensure that clients of all abilities can comfortably engage with the services.
• Appointment Recommended: Scheduling an appointment is encouraged to maximize the value of the consultation.
• Security: Clients benefit from the stability and security of operating within a nationally recognized financial institution.

In conclusion, Edwin Kumar at U.S. Bancorp Investments offers a professional and accessible approach to wealth management. Despite the current low average review score, the firm's commitment to client service and its comprehensive offerings make it a potential option for those seeking expert financial guidance. Prospective clients are encouraged to explore the available resources and schedule a consultation to determine if Edwin Kumar’s services align with their individual needs.

👍 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