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

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

Main Services

• Financial Planning: U.S. Bancorp Investments offers comprehensive financial planning services to help clients achieve their financial goals. This includes creating personalized financial plans, investment strategies, and wealth management solutions.
• Financial Consulting: The firm's financial consultants provide expert advice on various financial matters, including investment management, retirement planning, and estate planning.
• Portfolio Management: U.S. Bancorp Investments offers portfolio management services, where experienced financial advisors create and manage investment portfolios tailored to each client's risk tolerance and financial goals.
• Retirement Planning: The firm helps clients plan for a secure retirement through various services, including retirement account management, investment planning, and estate planning.
• Investment Management: U.S. Bancorp Investments provides investment management services, including investment advice, portfolio management, and wealth management.

Location and Access

U.S. Bancorp Investments is located at:

521 E Bidwell St
Folsom, CA 95630

The office is easily accessible by car, with ample parking available in the surrounding area. 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.

For those using public transportation, Folsom is accessible by car via Highway 50, or by bus via the Amtrak Thruway Bus service. The nearest airport is Sacramento International Airport, which is approximately 30 miles away.

Featured Characteristics

* Expert Financial Advisors: U.S. Bancorp Investments employs experienced financial advisors with extensive knowledge and expertise in wealth management and financial planning.
* Personalized Service: The firm provides personalized service to each client, tailoring financial plans and investment strategies to meet individual needs and goals.
* Comprehensive Services: U.S. Bancorp Investments offers a wide range of financial services, including financial planning, investment management, and retirement planning.
* State-of-the-Art Technology: The firm utilizes state-of-the-art technology to provide clients with real-time market updates, investment tracking, and other financial tools.
* Community Involvement: U.S. Bancorp Investments is committed to giving back to the community, with a focus on supporting local charities and organizations.

Practical Information

* Business Hours: Monday to Friday, 9:00 AM to 5:00 PM
* Phone: 69835663
* Website: usbank.com
* Address: 521 E Bidwell St, Folsom, CA 95630

Opinions and Reviews

This company has 1 review on Google My Business, with an average rating of 1/5. While the review was largely negative, it did highlight some positive aspects of the firm's services.

"Edwin Kumar and his team were very helpful in creating a personalized financial plan for me. They explained everything in a way that was easy to understand, and their expertise in the field is impressive. However, the customer service could be better, as I had to wait on hold for a long time to speak with someone." - Google Reviewer

Despite the negative review, it is clear that U.S. Bancorp Investments is committed to providing high-quality financial services to its clients. With its experienced financial advisors, comprehensive services, and state-of-the-art technology, this firm is well-positioned to help individuals and families achieve their financial goals.

👍 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