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 that provides comprehensive financial services to individuals and families in the local community. With a strong focus on personalized advice and exceptional customer service, Sarah Weems has established herself as a leading financial advisor in the area.
Main Services
- Financial Consultant: Sarah Weems offers expert guidance on investment strategies, retirement planning, and estate planning, helping clients achieve their long-term financial goals.
- Finance Broker: With extensive knowledge of the financial markets, Sarah Weems assists clients in buying and selling securities, including stocks, bonds, and mutual funds.
- Investment Service: Sarah Weems provides customized investment solutions, including portfolio management, retirement planning, and wealth management, to help clients achieve their financial objectives.
- Stock Broker: As a seasoned stock broker, Sarah Weems offers expert advice on stock selection, portfolio management, and trading strategies to help clients maximize their investment returns.
- Retirement Planning: Sarah Weems helps clients create customized retirement plans, including income strategies, investment management, and tax planning, to ensure a secure and comfortable retirement.
- Estate Planning: With expertise in estate planning, Sarah Weems assists clients in creating wills, trusts, and other estate planning documents to ensure the smooth transfer of assets to heirs.
- Investment Education: Sarah Weems offers investment education and workshops to help clients develop a deeper understanding of personal finance, investing, and retirement planning.
- Account Management: Sarah Weems provides ongoing account management, including portfolio monitoring, performance reporting, and tax planning, to ensure clients' investments remain aligned with their goals and objectives.
- Insurance Services: As a licensed insurance professional, Sarah Weems offers insurance solutions, including life insurance, disability insurance, and long-term care insurance, to help clients protect their assets and income.
Location and Access
Edward Jones - Financial Advisor: Sarah Weems, ABFP™, is conveniently located at:
Address: 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657
Phone: 03943686
Website: edwardjones.com
The office is wheelchair accessible, with a wheelchair-accessible entrance, parking lot, and restroom. Appointments are recommended to ensure availability.
Featured Characteristics
- Wheelchair Accessible Entrance: The office features a wheelchair-accessible entrance, ensuring that clients with mobility impairments can easily access the premises.
- Wheelchair Accessible Parking Lot: The parking lot is designed to accommodate clients with mobility impairments, providing ample space for vehicles and easy access to the entrance.
- Wheelchair Accessible Restroom: The restroom is wheelchair accessible, ensuring that clients with mobility impairments can use the facilities without any issues.
- Restroom: The office features a clean and well-maintained restroom, providing a comfortable and hygienic environment for clients.
- Appointments Recommended: Appointments are recommended to ensure availability and to provide clients with the best possible service.
Practical Information
- Business Hours: Monday - Friday, 8:30 am - 5:00 pm
- Address: 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657
- Phone: 03943686
- Email: Not Available
- Website: edwardjones.com
- Payment Methods: Accepts various payment methods, including cash, check, and credit cards.
Reviews and Ratings
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 mentioned by clients include:
* "Sarah Weems is an exceptional financial advisor. She takes the time to understand your needs and provides personalized advice to help you achieve your financial goals."
* "I was impressed by Sarah Weems' knowledge and expertise in investment management. She helped me create a customized investment portfolio that aligns with my risk tolerance and financial objectives."
* "Sarah Weems is very professional and courteous. She listens attentively to my concerns and provides clear explanations of complex financial concepts."
* "I was hesitant to work with a financial advisor, but Sarah Weems put me at ease. She explained everything in a way that I could understand, and her fees were very reasonable."
* "Sarah Weems has been a valuable resource for me and my family. She provides regular updates on our investments and helps us make informed decisions about our financial future."
Overall, Edward Jones - Financial Advisor: Sarah Weems, ABFP™, is a trusted and reputable financial institution that provides exceptional services to individuals and families in the Lusby, MD area. With a strong focus on personalized advice and exceptional customer service, Sarah Weems has established herself as a leading financial advisor in the community.