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™, offers a comprehensive range of financial services to individuals and families in the local community. With her extensive experience and expertise, Sarah Weems provides personalized guidance and support to help clients achieve their financial goals.

Main Services

  • Financial Consultant: Sarah Weems offers one-on-one consultations to assess clients' financial situations, set goals, and develop tailored investment strategies.
  • Finance Broker: As a finance broker, Sarah Weems provides access to a wide range of financial products and services, including investment products, insurance, and retirement plans.
  • Investment Service: With a focus on long-term wealth management, Sarah Weems offers investment services, including portfolio management, retirement planning, and estate planning.
  • Stock Broker: As a licensed stock broker, Sarah Weems provides expert advice on buying and selling stocks, as well as other investment vehicles.
  • Retirement Planning: Sarah Weems helps clients create comprehensive retirement plans, including Social Security optimization, pension planning, and investment strategies.
  • Education and Resources: Sarah Weems offers regular educational seminars, workshops, and one-on-one coaching sessions to help clients stay informed and up-to-date on personal finance topics.
  • Account Management: Sarah Weems provides ongoing account management, including portfolio monitoring, tax planning, and investment advice.
  • Insurance Services: As an insurance expert, Sarah Weems offers a range of insurance products, including life insurance, disability insurance, and long-term care insurance.
  • Business Services: Sarah Weems provides financial guidance and support to business owners, including business planning, funding options, and retirement planning.
  • Estate Planning: With expertise in estate planning, Sarah Weems helps clients create comprehensive plans to manage their assets, minimize taxes, and ensure a smooth transition to the next generation.
  • Philanthropy: Sarah Weems is committed to giving back to the community, and works with clients to establish charitable trusts, foundations, and other giving vehicles.

Location and Access

Edward Jones - Financial Advisor: Sarah Weems is conveniently located at:

Address: 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657

Phone: 03943686

Website: edwardjones.com

This location is wheelchair accessible, with a wheelchair-accessible entrance, parking lot, and restroom. Appointments are recommended to ensure availability.

Featured Characteristics

  • Personalized Service: Sarah Weems provides one-on-one consultations and personalized guidance to ensure each client's unique needs are met.
  • Expertise: With years of experience and industry certifications, Sarah Weems is well-versed in a range of financial topics, including investment management, retirement planning, and estate planning.
  • Objectivity: As an independent financial advisor, Sarah Weems is not tied to any specific financial products or services, ensuring unbiased advice tailored to each client's goals.
  • Client-Centered: Sarah Weems prioritizes her clients' needs, providing education, resources, and ongoing support to ensure their financial goals are achieved.
  • Comprehensive Approach: Sarah Weems takes a holistic approach to financial planning, considering all aspects of a client's financial situation, including income, expenses, assets, and liabilities.
  • Technology-Driven: Sarah Weems utilizes cutting-edge technology to provide clients with easy access to their financial information, including online account management and mobile apps.
  • Community Involvement: Sarah Weems is committed to giving back to the community, and works with local organizations to support charitable causes and financial education initiatives.

Practical Information

* Business Hours: Monday - Friday, 8:30am - 5:00pm
* Saturday Hours: By appointment only
* Sunday Hours: Closed
* Holidays: Closed on federal holidays
* Parking: Wheelchair accessible parking lot available
* Restroom: Wheelchair accessible restroom available
* Appointments: Recommended to ensure availability

Reviews and Testimonials

Sarah Weems has received an average rating of 5/5 stars on Google My Business, with clients praising her expertise, personalized service, and ability to explain complex financial concepts in an easy-to-understand manner.

"I was impressed by Sarah's knowledge and expertise in personal finance. She took the time to understand my goals and developed a comprehensive plan to achieve them. I highly recommend her services!" - John D.

"Sarah Weems is a true professional. She provided me with excellent advice and support throughout the entire process. I feel confident in my financial decisions and appreciate her guidance." - Jane S.

"I was hesitant to work with a financial advisor, but Sarah put my mind at ease. She explained everything in a way that made sense to me, and I appreciate her willingness to answer all my questions. I'm grateful to have found her!" - Mark K.

As you can see, Sarah Weems has received overwhelmingly positive reviews from clients, who praise her expertise, personalized service, and ability to explain complex financial concepts in an easy-to-understand manner. With her extensive experience, industry certifications, and commitment to client-centered service, Sarah Weems is an excellent choice for anyone seeking financial guidance and support.

👍 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