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™

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657

⏰ 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.

👍 Reviews of Edward Jones - Financial Advisor: Sarah Weems, ABFP™

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Meg F.
5/5

My husband and I just began working with Sarah with moving funds from our previous employers into vested stocks for retirement. We absolutely adore Sarah and the expertise of her team! She makes it a very avid point to walk us through the process of what times of investments to get the most long term growth, shows compassion with our lives as a whole, and makes it a point to keep an open line whenever we have questions. We feel extremely confident leaving our money with someone who genuinely takes the time to know us as people, our goals down the road, and what's going on in the now. We are kicking ourselves that we didn't start this whole process sooner, but we are so grateful we did and it's with Sarah and Edward Jones.

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Marisa O.
5/5

I can truly say Sarah Weems has been our best choice for a financial advisor. She excels in listening, giving perspective, and preparing me and my family for our future. She has demonstrated an excellent understanding of my financial needs and goals and delivers her advice with these clearly in mind. I have complete confidence in her and her professional abilities.

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Jasper O.
5/5

Sarah and her team are professional and great!

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Sheila C.
5/5

Sarah and her team are phenomenal!

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Roseanna V.
5/5

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Kaitlyn P.
5/5

If I could invest directly in Sarah Weems, I would — and I’d be filthy stinking rich. She is, hands down, the best financial advisor in the business. From the very beginning, Sarah has brought a level of responsiveness, organization, and thoughtfulness that is truly unmatched. She doesn't just check boxes — she listens, understands your goals deeply, and approaches everything with a rare blend of professionalism and genuine empathy.

Working with Sarah is like stepping into a well-oiled machine that runs flawlessly within Edward Jones, but it goes even further. She seamlessly integrates herself into your broader financial network — CPAs, estate planners, and beyond — to create a cohesive, stress-free experience. I never have to follow up or worry about babysitting requests; when Sarah says something will get done, it gets done, and done right.

Several of our family members have transitioned to her services, and every single one of them has said the same thing: they wish they had made the switch sooner. The difference in care, communication, and overall experience is night and day compared to what they had before.

Sarah shows up for every client with her full expertise and heart, no matter their background or financial standing. She sets the bar impossibly high, and somehow keeps exceeding it. Truly, if you’re looking for someone to trust with your financial future, Sarah Weems is the gold standard.

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Meg F.
5/5

My husband and I just began working with Sarah with moving funds from our previous employers into vested stocks for retirement. We absolutely adore Sarah and the expertise of her team! She makes it a very avid point to walk us through the process of what times of investments to get the most long term growth, shows compassion with our lives as a whole, and makes it a point to keep an open line whenever we have questions. We feel extremely confident leaving our money with someone who genuinely takes the time to know us as people, our goals down the road, and what's going on in the now. We are kicking ourselves that we didn't start this whole process sooner, but we are so grateful we did and it's with Sarah and Edward Jones.

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Marisa O.
5/5

I can truly say Sarah Weems has been our best choice for a financial advisor. She excels in listening, giving perspective, and preparing me and my family for our future. She has demonstrated an excellent understanding of my financial needs and goals and delivers her advice with these clearly in mind. I have complete confidence in her and her professional abilities.

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Jasper O.
5/5

Sarah and her team are professional and great!

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Sheila C.
5/5

Sarah and her team are phenomenal!

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Roseanna V.
5/5

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Kaitlyn P.
5/5

If I could invest directly in Sarah Weems, I would — and I’d be filthy stinking rich. She is, hands down, the best financial advisor in the business. From the very beginning, Sarah has brought a level of responsiveness, organization, and thoughtfulness that is truly unmatched. She doesn't just check boxes — she listens, understands your goals deeply, and approaches everything with a rare blend of professionalism and genuine empathy.

Working with Sarah is like stepping into a well-oiled machine that runs flawlessly within Edward Jones, but it goes even further. She seamlessly integrates herself into your broader financial network — CPAs, estate planners, and beyond — to create a cohesive, stress-free experience. I never have to follow up or worry about babysitting requests; when Sarah says something will get done, it gets done, and done right.

Several of our family members have transitioned to her services, and every single one of them has said the same thing: they wish they had made the switch sooner. The difference in care, communication, and overall experience is night and day compared to what they had before.

Sarah shows up for every client with her full expertise and heart, no matter their background or financial standing. She sets the bar impossibly high, and somehow keeps exceeding it. Truly, if you’re looking for someone to trust with your financial future, Sarah Weems is the gold standard.

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Meg F.
5/5

My husband and I just began working with Sarah with moving funds from our previous employers into vested stocks for retirement. We absolutely adore Sarah and the expertise of her team! She makes it a very avid point to walk us through the process of what times of investments to get the most long term growth, shows compassion with our lives as a whole, and makes it a point to keep an open line whenever we have questions. We feel extremely confident leaving our money with someone who genuinely takes the time to know us as people, our goals down the road, and what's going on in the now. We are kicking ourselves that we didn't start this whole process sooner, but we are so grateful we did and it's with Sarah and Edward Jones.

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