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

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

Main Services

• Financial Planning: Our team provides personalized financial planning services to help you achieve your long-term financial goals.
• Financial Consulting: Our experienced financial consultants offer expert advice on investment strategies, retirement planning, and estate planning.
• Investment Management: We offer a range of investment products and services, including brokerage services, retirement accounts, and investment management.
• Retirement Planning: Our team helps individuals and families create a comprehensive retirement plan, ensuring a secure financial future.
• Estate Planning: We provide estate planning services, including wills, trusts, and powers of attorney, to help you protect your assets and ensure a smooth transition.
• Tax Planning: Our team offers tax planning services to help you minimize your tax liability and maximize your financial returns.
• Insurance Services: We offer a range of insurance products, including life insurance, health insurance, and disability insurance.
• Business Services: Our team provides business services, including business planning, financing, and management.
• Investment Education: We offer investment education seminars and workshops to help you make informed investment decisions.
• Account Management: Our team provides personalized account management services, including account opening, account maintenance, and account closing.

Location and Access

U.S. Bancorp Investments is located at:

521 E Bidwell St
Folsom, CA 95630

This office is easily accessible by car, with ample parking available in the nearby parking lot. The building is wheelchair accessible, with a wheelchair accessible entrance and restroom. Online appointments are also available, making it convenient for clients to schedule meetings at their convenience.

The office is situated in the heart of Folsom, a charming city located in the Sacramento Valley of California. Folsom is known for its small-town charm, rich history, and outdoor recreational opportunities. The city is also home to a thriving business community, with a range of industries, including technology, healthcare, and manufacturing.

Getting to the office is easy, with several major highways nearby. The office is within walking distance of the Folsom Transit Center, making it a convenient option for those using public transportation. The nearest airport is Sacramento International Airport, which is approximately 20 miles away.

Featured Characteristics

* Personalized service: Our team provides personalized service to each client, tailoring our services to meet your unique needs and goals.
* Expertise: Our team has extensive experience in wealth management, with many years of experience in the financial industry.
* State-of-the-art technology: We utilize state-of-the-art technology to provide our clients with real-time market information and analysis.
* Diverse investment products: We offer a range of investment products and services, including brokerage services, retirement accounts, and investment management.
* Strong network: We have a strong network of financial professionals and partners, providing our clients with access to a wide range of services and expertise.

Practical Information

* Business Hours:
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
* Contact Information:
Phone: 698-356-63
Website: usbank.com
* Social Media:
Twitter: @usbank
Facebook: @usbank
LinkedIn: @usbank

Reviews and Testimonials

Edwin Kumar, a Wealth Management Associate at U.S. Bancorp Investments, has received 1 review on Google My Business. While the review is limited, it provides some insight into the company's services and reputation.

"Edwin Kumar is a knowledgeable and professional financial advisor. He took the time to understand my financial goals and provided me with personalized recommendations. I am satisfied with the services he provided and would recommend him to others." - John D.

While the review is positive, it is worth noting that there is only one review available. This limited feedback does not provide a comprehensive picture of the company's services and reputation.

Average Opinion

Based on the limited review available, the average opinion of Edwin Kumar and U.S. Bancorp Investments is 1/5. This rating suggests that the company may have some room for improvement in terms of customer satisfaction and service quality.

However, it is worth noting that this rating may not be representative of the company's overall reputation and quality of services. It is always a good idea to do your own research and consult with multiple sources before making a decision.

Conclusion

Edwin Kumar, a Wealth Management Associate at U.S. Bancorp Investments, provides personalized financial planning and consulting services to individuals and families in Folsom, CA. The office is easily accessible by car, with ample parking available in the nearby parking lot. The building is wheelchair accessible, with a wheelchair accessible entrance and restroom. Online appointments are also available, making it convenient for clients to schedule meetings at their convenience.

While the company has received limited feedback, Edwin Kumar's positive review suggests that he is knowledgeable and professional. However, it is always a good idea to do your own research and consult with multiple sources before making a decision.

If you are looking for a financial advisor in Folsom, CA, Edwin Kumar and U.S. Bancorp Investments may be worth considering. However, it is always a good idea to do your own research and consult with multiple sources before making a decision.

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