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

In the heart of Lusby, Maryland, Edward Jones - Financial Advisor, led by Sarah Weems, ABFP™, stands as a beacon of trust and expertise in the world of finance. With a commitment to understanding and addressing the unique needs of each client, Sarah Weems and her team deliver personalized investment solutions. This article delves into the main services, location, unique features, practical information, and client testimonials of this esteemed financial advisory firm.

Main Services

  • Financial Consultation: The team at Edward Jones begins by understanding your financial goals, risk tolerance, and time horizon. They then develop a tailored strategy to help you achieve your objectives.
  • Investment Services: Sarah Weems and her team offer a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help you build and preserve your wealth.
  • Retirement Planning: Edward Jones provides guidance on retirement planning, helping you navigate options such as IRAs, 401(k)s, and pensions. They also assist in creating income strategies for your retirement years.
  • Estate and Legacy Planning: The firm helps clients develop strategies to protect their assets, minimize estate taxes, and leave a lasting legacy for their loved ones.
  • Insurance Services: Edward Jones offers various insurance products, such as life, health, and disability insurance, to help protect you and your family from financial risks.
  • Business Solutions: For business owners, Edward Jones provides services like business succession planning, employee benefits, and business financing.

Location and Access

Edward Jones is conveniently located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657, nestled in the heart of Calvert County. The office is easily accessible from major roads such as MD-2 and MD-4, making it a convenient choice for clients from Lusby and surrounding areas like Prince Frederick and Huntingtown.

The office offers ample parking space, including designated spots for visitors. The building is wheelchair accessible, with a wheelchair-accessible entrance, parking lot, and restroom. Appointments are recommended, ensuring clients receive undivided attention and personalized service.

Featured Characteristics

  • Personalized Attention: Sarah Weems and her team take the time to understand each client's unique situation and goals, tailoring their services to meet those specific needs.
  • Comprehensive Approach: Edward Jones offers a full suite of financial services, allowing clients to address all their financial needs under one roof.
  • Long-term Focus: The firm focuses on building long-term relationships with clients, regularly reviewing and adjusting strategies as life circumstances change.
  • Community Involvement: Sarah Weems is actively involved in the local community, participating in events and initiatives that support Lusby and its residents.

Practical Information

To contact Edward Jones - Financial Advisor, Sarah Weems, ABFP™, you can call (039) 436-86 or visit their website at edwardjones.com. The office is open Monday through Friday, from 8:00 AM to 4:30 PM, with extended hours available by appointment.

For those visiting the office, several dining options are nearby, including The Chesapeake Grille and The Jetty, offering a variety of cuisines. The office is also close to several shopping centers, such as the Lusby Crossing Shopping Center and the Calvert Plaza Shopping Center.

Client Testimonials

Edward Jones - Financial Advisor, Sarah Weems, ABFP™, has received an impressive average rating of 5/5 stars from 5 reviews on Google My Business. Clients praise the team's professionalism, expertise, and personalized approach to financial planning.

"Sarah Weems and her team are exceptional! They took the time to understand our financial goals and created a customized plan to help us achieve them. We can't recommend them enough." - John D.

"As a small business owner, I appreciate the comprehensive financial services offered by Edward Jones. They've helped me navigate employee benefits, retirement planning, and so much more. I feel confident knowing my financial future is in capable hands." - Laura L.

These testimonials highlight the positive aspects of working with Sarah Weems and her team, including their personalized approach, expertise, and commitment to clients' unique financial needs.

In conclusion, Edward Jones - Financial Advisor, Sarah Weems, ABFP™, stands out as a trusted and comprehensive financial advisory firm in Lusby, Maryland. With a broad range of services, a convenient location, and a commitment to personalized care, Sarah Weems and her team make financial planning a stress-free and rewarding experience for their clients.

👍 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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