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 offers a dedicated and personalized approach. Located at 521 E Bidwell St, Folsom, CA 95630, Edwin provides tailored solutions to meet diverse financial goals. Contact him directly at Phone: 69835663 to schedule a consultation. You can also explore more information on his profile and the firm’s offerings through the U.S. Bancorp Investments website.

About Edwin Kumar

Edwin Kumar is a Financial Planner and Financial Consultant within U.S. Bancorp Investments. He specializes in assisting clients with a wide range of financial needs, including retirement planning, investment management, estate planning, and risk management. Edwin’s commitment is to building long-term relationships based on trust and transparency. He takes a proactive approach, regularly reviewing client portfolios and adjusting strategies to align with evolving market conditions and individual circumstances.

Key Services Offered

• Retirement Planning: Edwin helps clients develop strategies to accumulate and preserve assets for a comfortable retirement. This includes analyzing current savings, projecting future needs, and recommending appropriate investment vehicles.
• Investment Management: He provides personalized investment management services, constructing and managing diversified portfolios based on clients' risk tolerance, time horizon, and financial objectives.
• Financial Planning: Edwin conducts comprehensive financial assessments to identify strengths, weaknesses, and opportunities. He then develops customized financial plans that address budgeting, debt management, insurance needs, and tax planning.
• Estate Planning: He works with clients to ensure their assets are protected and distributed according to their wishes, often collaborating with estate planning attorneys.
• Risk Management: Edwin assists clients in identifying and mitigating financial risks, such as market volatility, inflation, and unexpected events.

Location and Accessibility

The U.S. Bancorp Investments office in Folsom, California, is conveniently located at 521 E Bidwell St, Folsom, CA 95630. Clients can easily access the office and benefit from in-person consultations. The office is designed with accessibility in mind, featuring:

• Wheelchair Accessible Entrance: Ensuring easy access for individuals with mobility challenges.
• Wheelchair Accessible Parking Lot: Providing convenient parking options for those who require them.
• Wheelchair Accessible Restroom: A readily available accessible restroom facility.
• Restroom: Standard restroom facilities are available.
• Online Appointments: For those unable to visit the office in person, Edwin offers convenient online appointments, allowing clients to discuss their financial needs from the comfort of their homes.

Client Feedback and Reputation

Currently, this U.S. Bancorp Investments office has 1 review on Google My Business. The average opinion is 1/5. While the current feedback is concerning, Edwin Kumar is dedicated to improving client satisfaction and addressing any concerns raised. He actively seeks client feedback and uses it to refine his services and enhance the overall client experience. It’s important to note that this represents a limited sample of client experiences and should be considered alongside other information available.

Additional Services

U.S. Bancorp Investments offers a range of supporting services to complement Edwin's expertise, including:

• Language Assistance: Edwin is committed to providing services in multiple languages to accommodate clients from diverse backgrounds.
• Appointments Recommended: Scheduling an appointment is highly recommended to ensure a thorough and personalized consultation.

Edwin Kumar at U.S. Bancorp Investments is a dedicated and experienced financial professional committed to helping clients achieve their financial goals. His focus on personalized service, combined with the resources of U.S. Bancorp Investments, provides clients with a strong foundation for long-term financial success. Clients are encouraged to contact him directly to schedule a consultation and discuss their unique financial situation. The firm's commitment to accessibility ensures that everyone can benefit from their expert 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