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™
Edward Jones, a distinguished financial services firm, is proud to have Sarah Weems, ABFP™ as a dedicated financial advisor serving the Lusby, Maryland community. With a commitment to understanding and meeting the unique financial needs of her clients, Sarah Weems provides personalized investment and financial consulting services tailored to help individuals and families reach their long-term goals.
Main Services
- Financial Consultation: Sarah Weems offers comprehensive financial consultations to help clients understand their current financial situation, identify their goals, and develop a strategic plan to achieve them.
- Investment Services: As an experienced financial advisor, Sarah Weems provides tailored investment strategies to help clients grow and preserve their wealth. She specializes in stocks, bonds, mutual funds, ETFs, and other investment vehicles.
- Retirement Planning: Sarah Weems assists clients in planning for a comfortable retirement by evaluating their retirement income needs, creating a retirement savings plan, and selecting appropriate retirement accounts and investments.
- Estate Planning: She helps clients protect their assets and provide for their loved ones by offering guidance on estate planning strategies, including wills, trusts, and beneficiary designations.
- Education Planning: Sarah Weems works with families to develop education savings plans, such as 529 college savings plans, to help fund their children's or grandchildren's educational expenses.
- Insurance Services: She provides access to a range of insurance products, including life, disability, and long-term care insurance, to help clients protect themselves and their families from financial risks.
- Business Services: Sarah Weems offers financial services for business owners, including business succession planning, executive compensation plans, and employee benefits.
Location and Access
The Edward Jones office of Sarah Weems is conveniently located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657, in the heart of Calvert County. The office is easily accessible from major roads, including MD-2/MD-4 and US-301. There is ample parking available on-site, with designated spaces for disabled visitors.
Public transportation is available near the office, with the Lusby Town Center bus stop located approximately a quarter mile away. The office is also wheelchair accessible, with a ramp leading to the entrance and a wheelchair-accessible restroom inside the building.
Featured Characteristics
- Personalized Attention: Sarah Weems takes the time to understand each client's unique financial situation and goals, providing personalized attention and tailored solutions.
- Comprehensive Approach: She offers a comprehensive approach to financial planning, addressing clients' short- and long-term needs, as well as their legacy and charitable giving goals.
- Client-Centered Values: As an Edward Jones financial advisor, Sarah Weems embodies the firm's client-centered values, focusing on building long-term client relationships and helping clients make informed decisions about their money.
- Accessible Technology: The office is equipped with modern technology, allowing clients to access their accounts and engage with Sarah Weems remotely, if desired.
Practical Information
- Hours of Operation: The office is typically open Monday through Friday, from 8:30 AM to 5:00 PM. However, Sarah Weems is available outside of regular business hours by appointment.
- Appointment Policy: Appointments are recommended to ensure that Sarah Weems can dedicate her full attention to each client's unique financial needs and goals.
- Contact Information:
- Phone: 03943686
- Website: edwardjones.com
- Email: [email protected]
Positive Aspects from Reviews
Edward Jones - Financial Advisor: Sarah Weems, ABFP™ has received positive reviews from clients who appreciate her expertise, professionalism, and personalized approach to financial planning. Some of the highlights from these reviews include:
- Exceptional customer service and responsiveness
- Patience and clear explanations of complex financial concepts
- Excellent communication skills and regular check-ins
- Genuine interest in clients' goals and well-being
- Highly recommended by satisfied clients
With an average rating of 5/5 on Google My Business, it's clear that Sarah Weems' commitment to her clients' financial success has earned her a reputation as a trusted and valued financial advisor in the Lusby, Maryland community.