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™

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:

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.

👍 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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