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 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.

👍 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.

Go up