Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Address: 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657.
Phone: 03943686.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Edward Jones - Financial Advisor: Sarah Weems, ABFP™
⏰ Open Hours of Edward Jones - Financial Advisor: Sarah Weems, ABFP™
- Monday: 9 AM–4 PM
- Tuesday: 9 AM–4 PM
- Wednesday: 9 AM–4 PM
- Thursday: 9 AM–4 PM
- Friday: 9 AM–4 PM
- Saturday: Closed
- Sunday: Closed
Edward Jones - Financial Advisor: Sarah Weems, ABFP™
Located in the heart of Lusby, Maryland, Edward Jones - Financial Advisor: Sarah Weems, ABFP™ is a trusted financial institution dedicated to providing expert financial guidance and services to individuals and families. With a strong presence in the community, Sarah Weems and her team strive to build lasting relationships with clients, helping them achieve their financial goals and secure their financial futures.
Main Services
- Financial Consultant: Sarah Weems offers comprehensive financial planning and guidance, including investment strategies, retirement planning, and estate planning.
- Finance Broker: With extensive knowledge of the financial markets, Sarah Weems helps clients navigate the complexities of investing and achieve their long-term financial objectives.
- Investment Service: Sarah Weems provides personalized investment advice, including investment portfolio management, asset allocation, and wealth management.
- Stock Broker: As a licensed stock broker, Sarah Weems offers clients access to a wide range of investment products and services, including stocks, bonds, and mutual funds.
- Retirement Planning: Sarah Weems helps clients create customized retirement plans, ensuring they have a secure financial future in their golden years.
- Wealth Management: With expertise in wealth management, Sarah Weems helps high net worth individuals and families create and maintain a diversified investment portfolio.
Location and Access
The Edward Jones office located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657 is easily accessible by car or public transportation. The office is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. Clients can schedule appointments in advance, and it is recommended to do so to ensure availability.
The office is situated in a convenient location, close to various amenities and services, including:
* Proximity to local businesses and services
* Easy access to major highways
* Public transportation options
* Ample parking facilities
Featured Characteristics
Some of the notable features and characteristics of Edward Jones - Financial Advisor: Sarah Weems, ABFP™ include:
* Personalized service: Sarah Weems and her team take the time to understand each client's unique financial needs and goals.
* Expertise in financial planning: With years of experience in the financial industry, Sarah Weems has developed a deep understanding of financial planning and investment strategies.
* Comprehensive financial services: The office offers a wide range of financial services, including investment management, retirement planning, and estate planning.
* State-of-the-art technology: The office utilizes the latest technology to provide clients with secure and efficient access to their financial information.
* Community involvement: Sarah Weems and her team are actively involved in the local community, supporting various charitable organizations and events.
Practical Information
For clients who are new to Edward Jones or seeking to schedule an appointment, here is some practical information:
* Address: 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657
* Phone: 03943686
* Website: edwardjones.com
* Hours of operation: [Insert hours of operation]
* Appointments: Appointments are recommended and can be scheduled by calling the office or through the website.
Opinions and Reviews
Edward Jones - Financial Advisor: Sarah Weems, ABFP™ has received excellent reviews from clients, with an average rating of 5/5 stars on Google My Business. Some of the positive aspects of the service include:
* Knowledgeable and helpful staff
* Personalized service
* Comprehensive financial planning
* Excellent communication skills
* Professional and trustworthy
Overall, Edward Jones - Financial Advisor: Sarah Weems, ABFP™ is a trusted and respected financial institution in the Lusby, Maryland community. With a strong focus on personalized service, comprehensive financial planning, and expertise in financial services, Sarah Weems and her team are dedicated to helping clients achieve their financial goals and secure their financial futures.