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

Introduction

Nestled in the heart of Folsom, California, U.S. Bancorp Investments' Wealth Management Associate, Edwin Kumar, offers comprehensive financial solutions tailored to the unique needs of each client. With a commitment to personalized service and a deep understanding of the local market, Edwin Kumar provides a wealth of expertise to help individuals, families, and businesses achieve their financial goals.

Main Services

• Wealth Management: Edwin Kumar specializes in creating custom wealth management strategies that align with clients' short-term and long-term objectives. This includes investment management, retirement planning, and estate planning.
• Financial Planning: As a skilled financial planner, Kumar helps clients navigate complex financial landscapes. This involves setting financial goals, creating a budget, managing debt, and planning for future expenses.
• Financial Consulting: Kumar provides expert financial advice, guiding clients through significant financial decisions. This could involve reviewing investment portfolios, assessing risk tolerance, or strategizing for major life events like buying a home or starting a business.
• Investment Management: With a focus on long-term growth and preservation of capital, Kumar offers investment strategies that consider market trends, economic indicators, and each client's risk tolerance.
• Retirement Planning: Kumar helps clients prepare for retirement by creating personalized plans that factor in income replacement, healthcare costs, and legacy planning.
• Estate Planning: Kumar assists clients in developing estate plans that protect their assets, minimize estate taxes, and ensure a smooth transition of wealth to future generations.

Location and Access

U.S. Bancorp Investments' Folsom office is situated at 521 E Bidwell St, in the heart of Folsom's historic downtown. The location provides easy access to major thoroughfares such as US-50 and CA-49, making it convenient for clients from around the region.

Public transportation is available via the Folsom Stage Line, with a stop located near the office. For those driving, complimentary parking is available in the lot adjacent to the building, with accessible parking spots also provided.

Featured Characteristics

• Client-Centric Approach: Edwin Kumar is committed to understanding each client's unique financial situation and goals. He takes the time to build relationships built on trust and open communication.
• Comprehensive Services: Kumar offers a full suite of wealth management services, allowing clients to streamline their financial planning with a single point of contact.
• Customized Strategies: Recognizing that each client's financial journey is unique, Kumar creates tailored strategies that evolve with clients' changing needs and market conditions.
• Expertise and Experience: With extensive knowledge in financial planning and investment management, Kumar is well-positioned to provide clients with astute advice and strategic guidance.

Practical Information

• Address: 521 E Bidwell St, Folsom, CA 95630
• Phone: 69835663
• Website: usbank.com
• Specialties: Financial planner, Financial consultant
• Other Points of Interest: Online appointments, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

Client Testimonials

With an average rating of 1 out of 5 on Google My Business, it's evident that some clients have had mixed experiences. However, one positive review highlights the personalized approach:

Edwin took the time to understand my unique financial situation and created a plan that aligned with my goals. He's always responsive and makes me feel like a priority. I appreciate his expertise and the personalized service.

👍 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