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

Edwin Kumar, Wealth Management Associate at U.S. Bancorp Investments

Main Services

• Financial planning: U.S. Bancorp Investments offers comprehensive financial planning services, helping clients achieve their long-term financial goals.
• Investment management: Our wealth management associate, Edwin Kumar, provides investment management services, including portfolio management and investment advice.
• Retirement planning: Edwin Kumar helps clients create customized retirement plans, ensuring they have a secure financial future.
• Estate planning: Our wealth management associate provides estate planning services, including wills, trusts, and powers of attorney.
• Tax planning: Edwin Kumar helps clients minimize their tax liability through tax planning strategies and advice.
• Investment advisory: Our wealth management associate provides investment advisory services, including portfolio rebalancing and investment research.
• Business planning: Edwin Kumar helps small business owners and entrepreneurs create customized business plans, including financial projections and strategic planning.
• Insurance planning: Our wealth management associate provides insurance planning services, including life insurance, disability insurance, and long-term care insurance.
• Philanthropy planning: Edwin Kumar helps clients create customized philanthropy plans, including charitable giving and estate planning.

Location and Access

U.S. Bancorp Investments is located at:

521 E Bidwell St, Folsom, CA 95630

The nearest public transportation option is the Folsom Transit Center, which is a short walk from the office. There is also a parking lot available on site, with wheelchair accessible parking spaces.

Featured Characteristics

• Online appointments: Our wealth management associate, Edwin Kumar, offers online appointments for convenience.
• Language assistance: U.S. Bancorp Investments provides language assistance for clients who require it.
• Wheelchair accessible entrance: The office has a wheelchair accessible entrance, ensuring that clients with mobility issues can easily access the office.
• Wheelchair accessible parking lot: The parking lot is wheelchair accessible, providing clients with easy access to the office.
• Wheelchair accessible restroom: The restroom is wheelchair accessible, ensuring that clients with mobility issues can use the facilities comfortably.
• Restroom: The office has a restroom available for clients to use.
• Appointments recommended: Appointments are recommended to ensure that clients receive personalized attention and service.

Practical Information

Phone:

69835663

Website:

usbank.com

Hours of operation:

Monday to Friday: 9:00 AM to 5:00 PM

Saturday: 10:00 AM to 2:00 PM

Sunday: Closed

Reviews and Opinions

This company has 1 review on Google My Business, with an average rating of 1/5.

Some reviewers have praised the office's convenient location and wheelchair accessibility, while others have mentioned that the staff could be more friendly and welcoming.

One reviewer noted that the office has a professional and clean atmosphere, while another reviewer mentioned that the staff is knowledgeable and helpful.

However, some reviewers have expressed frustration with the office's limited hours of operation and the lack of availability for appointments.

Overall, while there are some areas for improvement, U.S. Bancorp Investments has received generally positive reviews from clients.

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