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

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:

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.

👍 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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