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
Introduction to Edward Jones - Financial Advisor: Sarah Weems, ABFP™
Welcome to an in-depth exploration of the professional services provided by Sarah Weems, ABFP™, a dedicated financial advisor at Edward Jones. Located in the heart of Lusby, Maryland, this esteemed financial institution offers a comprehensive range of services tailored to help clients achieve their financial goals. Let's delve into the details of their main services, location, unique features, and practical information, along with insights from client reviews.
Main Services
Edward Jones, represented by Sarah Weems, ABFP™, offers a diverse array of financial services designed to cater to the unique needs of each client. Their primary services include:
- Financial Consultation: Sarah Weems provides personalized, one-on-one financial advice, taking into account clients' individual goals, risk tolerance, and time horizon.
- Investment Services: She helps clients navigate the complex investment landscape, offering guidance on stocks, bonds, mutual funds, exchange-traded funds (ETFs), and other investment vehicles.
- Retirement Planning: Sarah Weems assists clients in creating and implementing retirement strategies, ensuring they are on track to meet their future financial needs.
- Estate and Legacy Planning: She helps clients protect their assets and plan for the future, with a focus on preserving wealth and leaving a lasting legacy.
- Insurance Services: Sarah Weems offers guidance on various insurance products, such as life, health, and long-term care insurance, to help clients protect their financial well-being and loved ones.
- Education Planning: She provides assistance in setting up and managing college savings plans, ensuring clients are prepared for their children's or grandchildren's educational expenses.
- Business Services: Sarah Weems works with business owners, providing services such as 401(k) plans, succession planning, and business continuity strategies.
Location and Access
Edward Jones - Financial Advisor: Sarah Weems, ABFP™ is conveniently located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657. This office is situated in the heart of the town, offering easy access to nearby amenities and public transportation. The location is ideal for residents of Lusby and the surrounding areas, including Solomons, Oakville, and Chesapeake Beach.
For those driving, the office is easily accessible via MD-2/MD-4 and MD-231. There is ample parking available on-site, with designated spaces for clients and visitors. The office is also conveniently located near several bus stops, making it easily accessible by public transportation.
Featured Characteristics
Edward Jones - Financial Advisor: Sarah Weems, ABFP™ stands out from the competition with several unique features that enhance the client experience:
- Wheelchair Accessibility: The office is designed with wheelchair accessibility in mind, featuring a wheelchair-accessible entrance, parking lot, and restroom to ensure all clients can access the services they need.
- Appointments Recommended: While walk-ins are always welcome, scheduling an appointment ensures clients receive undivided attention and a personalized experience during their visit.
- Accredited by the College for Financial Planning: Sarah Weems holds the Accredited Financial Planner™ (ABFP™) designation, demonstrating her commitment to professional excellence and adherence to high ethical standards.
- Edward Jones' Strong Track Record: With over 90 years in the financial services industry, Edward Jones has built a reputation for integrity, quality, and personalized service, providing clients with peace of mind.
Practical Information
To better assist clients, Edward Jones - Financial Advisor: Sarah Weems, ABFP™ provides the following practical information:
- Phone: 03943686
- Website: edwardjones.com
- Business Hours:
- Monday - Friday: 8:00 AM - 5:00 PM
- Saturday - Sunday: Closed
- Email: You can contact Sarah Weems directly via email at [email protected]
Positive Aspects from Client Reviews
Edward Jones - Financial Advisor: Sarah Weems, ABFP™ has received overwhelmingly positive feedback from clients, with an average rating of 5/5 across 5 reviews on Google My Business. Some of the most commonly praised aspects include:
- Personalized Service: Clients appreciate the tailored approach Sarah Weems takes in understanding their unique financial situations and goals.
- Expertise and Knowledge: Many clients highlight Sarah Weems' extensive financial knowledge and ability to explain complex concepts in an easily understandable manner.
- Communication and Availability: Clients praise Sarah Weems' responsiveness, accessibility, and open lines of communication, ensuring they always feel informed and supported.
- Trust and Integrity: Several clients mention the trust they have built with Sarah Weems, attributing it to her honesty, transparency, and commitment to their best interests.
In conclusion, Edward Jones - Financial Advisor: Sarah Weems, ABFP™ offers a comprehensive range of financial services, catering to the unique needs of each client. With a convenient location, wheelchair accessibility, and a strong focus on personalized service, this financial institution stands out as a trusted partner in achieving financial success. The overwhelmingly positive client reviews serve as a testament to Sarah Weems' expertise, dedication, and commitment to her clients' best interests.