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

Edwin Kumar, Wealth Management Associate at U.S. Bancorp Investments: Expert Guidance for Folsom, CA Residents

Main Services

• Financial Planning: Comprehensive financial planning and strategy development to help clients achieve their long-term goals.
• Financial Consulting: Expert guidance on investment options, retirement planning, and estate planning to ensure clients' financial security.
• Investment Management: Customized investment portfolios tailored to each client's unique needs and risk tolerance.
• Retirement Planning: Expert advice on retirement planning, including pension planning, Social Security optimization, and retirement account management.
• Estate Planning: Guidance on estate planning, including wills, trusts, and beneficiary designations to ensure clients' wishes are carried out.
• Tax Planning: Strategies to minimize taxes and maximize after-tax returns, including income tax planning, estate tax planning, and gift tax planning.
• Risk Management: Expert guidance on risk management, including insurance planning, risk assessment, and mitigation strategies.
• Investment Research: Ongoing research and analysis of investment opportunities to ensure clients' portfolios remain aligned with their goals and risk tolerance.
• Portfolio Management: Regular portfolio reviews and rebalancing to ensure clients' investments remain on track to meet their goals.

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 parking lot. The building is wheelchair accessible, with a wheelchair accessible entrance and restroom. Online appointments can be scheduled at your convenience, and language assistance is available to ensure that all clients feel welcome and supported.

Featured Characteristics

* Expertise:** Edwin Kumar and his team have extensive experience in wealth management, with a deep understanding of the financial markets and a proven track record of helping clients achieve their financial goals.
* Personalized Service:** Each client receives personalized attention and guidance, with a customized approach tailored to their unique needs and goals.
* State-of-the-Art Technology:** The U.S. Bancorp Investments office is equipped with the latest technology, including online platforms and software to ensure seamless communication and portfolio management.
* Community Involvement:** Edwin Kumar and his team are committed to giving back to the Folsom community, with a focus on supporting local charities and organizations.

Practical Information

* Phone:** (916) 698-3566
* Website:** usbank.com
* Hours:** Monday - Friday, 8:00 AM - 5:00 PM
* Appointments:** Online appointments can be scheduled at your convenience, or by calling the office directly.