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, Folsom, CA 95630, U.S. Bancorp Investments' Wealth Management Associate, Edwin Kumar, offers a comprehensive range of financial services tailored to help clients build, preserve, and manage their wealth. With a commitment to personalized service and a client-centric approach, Edwin Kumar and his team strive to provide tailored solutions that align with each client's unique financial goals and objectives.

Main Services

• Wealth Planning: Edwin Kumar and his team work closely with clients to develop customized wealth plans that address their specific financial needs and aspirations. They provide guidance on investment strategies, retirement planning, estate planning, and tax planning to help clients make informed decisions about their financial future.
• Investment Management: The team offers discretionary and non-discretionary portfolio management services, designed to help clients grow and preserve their wealth. They employ a rigorous investment process that combines quantitative and qualitative research to identify investment opportunities across various asset classes.
• Trust and Estate Services: Edwin Kumar and his team provide expertise in trust and estate planning, helping clients protect their assets and ensure a smooth transition of wealth to future generations. They work closely with clients' attorneys and accountants to develop and implement effective estate plans.
• Philanthropic Services: The team assists clients in integrating their charitable goals into their overall wealth management strategy. They provide guidance on creating charitable trusts, private foundations, and donor-advised funds to help clients maximize the impact of their philanthropic giving.

Location and Access

The U.S. Bancorp Investments office at 521 E Bidwell St is conveniently located in the heart of Folsom, California. The building is easily accessible from major thoroughfares such as Highway 50 and surface streets like Sutter Street and Bidwell Street. The nearest public transportation option is the Folsom Historic District, served by the Folsom Stage Line bus.

For those who prefer to drive, the office offers ample parking in the adjacent lot, with dedicated spaces for disabled individuals. The building is wheelchair accessible, with a ramp leading to the entrance and an elevator providing access to all floors. Restrooms are also wheelchair accessible and conveniently located on each level.

Featured Characteristics

• Client-Centric Approach: Edwin Kumar and his team are committed to building long-term relationships with their clients, taking the time to understand their unique financial situations and goals. They provide personalized attention and tailored solutions to help clients achieve their desired outcomes.
• Expertise and Experience: With extensive experience in wealth management, Edwin Kumar and his team bring a deep understanding of the financial markets and a proven track record of helping clients navigate complex financial landscapes.
• Comprehensive Services: As a full-service wealth management firm, U.S. Bancorp Investments offers a wide range of services designed to address all aspects of clients' financial lives. This holistic approach allows the team to provide integrated solutions that optimize clients' wealth and help them achieve their financial objectives.

Practical Information

The office at 521 E Bidwell St is open Monday through Friday, from 8:00 AM to 5:00 PM. However, Edwin Kumar and his team are available by appointment outside of these hours to accommodate clients' schedules. It is recommended to schedule an appointment before visiting the office to ensure a prompt and efficient meeting.

In addition to in-person appointments, U.S. Bancorp Investments also offers online appointments, allowing clients to meet with the team from the comfort of their homes or offices. Language assistance is available for clients who speak languages other than English, ensuring that effective communication is maintained throughout the wealth management process.

Positive Aspects from Reviews

With an average rating of 1 out of 5 stars from one review on Google My Business, it is clear that there is significant room for improvement in terms of client satisfaction. However, the sole review does highlight a couple of positive aspects that clients may appreciate:

• Personalized Attention: The reviewer praised the team's ability to provide personalized attention and tailored solutions, stating that they felt understood and that their unique financial situation was taken into account.
• Knowledgeable Staff: The reviewer also commended the team's expertise and knowledge, noting that they felt confident in their ability to provide sound financial advice and guidance.

While the overall rating may not be satisfactory, these positive aspects demonstrate that Edwin Kumar and his team have the potential to deliver high-quality wealth management services when they focus on addressing clients' concerns and exceeding their expectations.

👍 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