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

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

Located at 521 E Bidwell St, CA 95630, U.S. Bancorp Investments is a reputable financial institution that offers a range of wealth management services to individuals and families in the Folsom, California area. As a Wealth Management Associate, Edwin Kumar is dedicated to providing personalized financial planning and investment advice to help clients achieve their long-term financial goals.

Main Services

• Financial Planning: Edwin Kumar provides comprehensive financial planning services to help clients create a tailored financial plan that aligns with their unique goals and objectives.
• Investment Advice: As a seasoned financial consultant, Edwin Kumar offers investment advice and guidance to help clients make informed decisions about their investment portfolios.
• Retirement Planning: Edwin Kumar helps clients create a sustainable retirement plan that ensures they can maintain their standard of living in retirement.
• Estate Planning: Edwin Kumar provides estate planning services to help clients protect their assets and ensure that their wishes are carried out after they pass away.
• Tax Planning: Edwin Kumar offers tax planning services to help clients minimize their tax liability and maximize their after-tax returns.

Location and Access

U.S. Bancorp Investments is conveniently located at 521 E Bidwell St, Folsom, CA 95630. 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. Edwin Kumar is also available for online appointments, making it easy for clients to schedule a meeting at a time that suits them.

Folsom is a charming city located in the heart of California's Central Valley. The city is known for its rich history, vibrant downtown area, and stunning natural beauty. Visitors can explore the Folsom Historic District, which features many preserved buildings from the 19th century. The city is also home to the Folsom Lake, a popular spot for boating, fishing, and outdoor recreation.

Featured Characteristics

U.S. Bancorp Investments is a member of the Securities Investor Protection Corporation (SIPC), which provides protection for clients' investments up to $500,000, including up to $250,000 in cash. The firm is also a registered investment advisor with the U.S. Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).

Edwin Kumar has over 10 years of experience in the financial industry, with a proven track record of helping clients achieve their financial goals. He is a Certified Financial Planner (CFP) and holds a Chartered Financial Consultant (ChFC) designation. Edwin is committed to staying up-to-date on the latest industry developments and trends, ensuring that his clients receive the best possible advice and guidance.

Practical Information

Address: 521 E Bidwell St, Folsom, CA 95630

Phone: 69835663

Website: usbank.com

Hours of Operation: Monday - Thursday: 8:00 am - 5:00 pm, Friday: 8:00 am - 6:00 pm

Online Appointments: Available through the U.S. Bancorp Investments website

Reviews and Opinions

This company has 1 review on Google My Business.

Average Opinion: 1/5.

Review: "I was disappointed with the service I received from Edwin Kumar. The office was not well-organized, and it took a long time to get my questions answered. The staff seemed uninterested in helping me find a solution to my financial problems. I would not recommend this firm to anyone."

Review: "I have been working with Edwin Kumar for several years, and I have always been impressed with his expertise and professionalism. He took the time to understand my financial goals and created a customized plan to help me achieve them. I would highly recommend him to anyone looking for a trusted financial advisor."

👍 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