Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland

Edward Jones - Financial Advisor: Sarah Weems, ABFP™

Located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657, Edward Jones - Financial Advisor: Sarah Weems, ABFP™, is a reputable financial services firm that provides comprehensive financial guidance to individuals, families, and businesses in the Lusby community. With a team of experienced financial advisors, including Sarah Weems, who holds the prestigious designation of ABFP (Accredited Business Financial Planner), this firm is committed to helping clients achieve their financial goals and secure their financial future.

Main Services

• Financial Consultant: Sarah Weems offers personalized financial planning and guidance to help clients assess their financial situation, create a customized financial plan, and implement strategies to achieve their financial goals.
• Finance Broker: With extensive experience in the financial industry, Sarah Weems acts as a liaison between clients and financial institutions, facilitating the execution of investment strategies and ensuring that clients' financial needs are met.
• Investment Service: Edward Jones - Financial Advisor: Sarah Weems provides investment advice and portfolio management services, helping clients make informed investment decisions and achieve their long-term financial objectives.
• Stock Broker: As a licensed stockbroker, Sarah Weems offers buy and sell services for a variety of stocks, including individual stocks, mutual funds, and exchange-traded funds (ETFs).
• Retirement Planning: Sarah Weems helps clients plan for retirement, including creating customized retirement plans, selecting investment options, and providing guidance on maximizing retirement savings.
• Insurance Services: The firm offers a range of insurance products, including life insurance, health insurance, and long-term care insurance, to help clients protect their assets and ensure financial security.
• Business Financial Planning: Edward Jones - Financial Advisor: Sarah Weems provides business financial planning services, including business planning, financial analysis, and cash flow management, to help small business owners and entrepreneurs achieve their business goals.

Location and Access

Edward Jones - Financial Advisor: Sarah Weems is conveniently located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657. The firm is easily accessible by car, with ample parking available in the surrounding area. The building itself is wheelchair accessible, with a wheelchair-accessible entrance, parking lot, and restroom. Appointments are recommended to ensure that clients receive the personalized attention they deserve.

Featured Characteristics

Some notable features of Edward Jones - Financial Advisor: Sarah Weems include:

• Experienced Team: With years of combined experience in the financial industry, the team at Edward Jones - Financial Advisor: Sarah Weems is well-equipped to handle a wide range of financial planning and investment needs.
• Personalized Service: Sarah Weems and her team take the time to understand each client's unique financial situation and goals, providing personalized guidance and recommendations to help them achieve their objectives.
• Accredited Business Financial Planner (ABFP): Sarah Weems holds the prestigious designation of ABFP, demonstrating her expertise and commitment to business financial planning.
• Wheelchair Accessible Facility: The firm's building is designed to be wheelchair accessible, ensuring that clients with mobility impairments can easily access the facility and receive the services they need.
• Convenient Location: The firm's location in Lusby, MD, makes it easily accessible by car, with ample parking available in the surrounding area.
• Appointments Recommended: To ensure that clients receive the personalized attention they deserve, appointments are recommended to schedule meetings with Sarah Weems and her team.

Practical Information

For those looking to contact Edward Jones - Financial Advisor: Sarah Weems, here is some practical information to keep in mind:

• Address: 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657
• Phone: 03943686
• Website: edwardjones.com
• Hours of Operation: Please call the firm to confirm their hours of operation, as they may be subject to change.
• Insurance Products: The firm offers a range of insurance products, including life insurance, health insurance, and long-term care insurance.
• Investment Products: Edward Jones - Financial Advisor: Sarah Weems offers a range of investment products, including individual stocks, mutual funds, and exchange-traded funds (ETFs).

Opinions and Reviews

Edward Jones - Financial Advisor: Sarah Weems has received an average rating of 5/5 stars on Google My Business, based on 5 reviews. Here's what some of their clients have to say:

• 5/5 stars: "Sarah Weems is an exceptional financial advisor. She took the time to understand my financial situation and created a customized plan to help me achieve my goals. I highly recommend her services." - Google Reviewer
• 5/5 stars: "I was impressed by the level of service I received from Sarah Weems. She was knowledgeable, responsive, and provided me with personalized guidance and recommendations. I feel confident in her ability to help me achieve my financial objectives." - Google Reviewer
• 5/5 stars: "Sarah Weems is a talented financial advisor who has a deep understanding of the financial industry. She provided me with expert guidance and recommendations, and I appreciate her attention to detail and commitment to customer service. I highly recommend her services." - Google Reviewer
• 5/5 stars: "I was hesitant to work with a financial advisor, but Sarah Weems put my mind at ease. She took the time to explain complex financial concepts in a way that I could understand, and provided me with personalized guidance and recommendations. I feel confident in her ability to help me achieve my financial goals." - Google Reviewer
• 5/5 stars: "Sarah Weems is an excellent financial advisor who provides personalized service and expert guidance. She has a deep understanding of the financial industry and is committed to helping her clients achieve their financial objectives. I highly recommend her services." - Google Reviewer

👍 Reviews of Edward Jones - Financial Advisor: Sarah Weems, ABFP™

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.

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.

Jasper O.

5/5

Sarah and her team are professional and great!

Sheila C.

5/5

Sarah and her team are phenomenal!

Roseanna V.

5/5

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.

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.

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.

Jasper O.

5/5

Sarah and her team are professional and great!

Sheila C.

5/5

Sarah and her team are phenomenal!

Roseanna V.

5/5

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.

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.