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 - Sarah Weems, ABFP™: Your Trusted Financial Advisor in Lusby, MD
In the heart of Lusby, Maryland, Edward Jones, a leading financial services firm, houses the office of Sarah Weems, ABFP™. With a strong commitment to personalized service and a client-first approach, Sarah and her team work diligently to understand and address their clients' unique financial needs. Let's delve into the comprehensive details of this esteemed financial advisor's services, location, and client testimonials.
Main Services
- Financial Consultation: Sarah Weems, ABFP™, offers expert financial guidance tailored to each client's individual goals, risk tolerance, and financial circumstances. She takes the time to understand your unique situation and provides clear, actionable advice.
- Investment Services: The team at Edward Jones provides a wide array of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They work closely with clients to create and manage diversified investment portfolios that align with their financial objectives.
- Retirement Planning: Sarah and her team specialize in helping clients plan for retirement, whether that's just around the corner or decades away. They provide guidance on retirement savings strategies, pension plans, and Social Security benefits.
- Estate and Legacy Planning: The office also offers estate planning services, helping clients create wills, trusts, and other essential documents to protect their assets and ensure they are distributed according to their wishes.
- Insurance Services: In collaboration with Edward Jones' insurance partners, Sarah can help clients explore various insurance options, such as life, health, and long-term care insurance, to protect themselves and their loved ones.
Location and Access
The Edward Jones office of Sarah Weems, ABFP™, is situated at 12865 H G Trueman Rd, Suite 2-A, Lusby, MD 20657. This location offers easy access to major roads, including MD-2 and MD-4. Public transportation is available nearby, with the Lusby Park & Ride located approximately 1.5 miles away. For those driving, there is ample parking available on-site, with designated spaces for clients and visitors.
Featured Characteristics
- Wheelchair Accessibility: The office is designed with accessibility in mind, featuring a wheelchair-accessible entrance, parking lot, and restroom to ensure all clients can visit comfortably and safely.
- Appointments Recommended: While walk-ins are welcome, scheduling an appointment is recommended to ensure Sarah Weems, ABFP™, can dedicate the necessary time and attention to each client's financial needs.
- Neighborhood: The office is located in the heart of Lusby, surrounded by residential areas and local businesses. Nearby attractions include the Calvert Cliffs State Park and the historic town of Solomons.
Practical Information
- Business Hours: The office is open Monday through Friday, from 8:30 AM to 4:30 PM. However, appointment availability may vary, so it's best to contact the office directly to schedule a meeting.
- Phone Number: To reach the office, please call 03943686.
- Website: For more information about Sarah Weems, ABFP™, and the services offered at Edward Jones, visit edwardjones.com.
Client Testimonials
Sarah Weems, ABFP™, and her team at Edward Jones have earned an impressive average rating of 5/5 stars across 5 Google My Business reviews. Some of the positive aspects mentioned by clients include:
- Personalized Service: Many clients appreciate the tailored approach Sarah takes to understand and address their unique financial needs and goals.
- Expertise and Knowledge: Clients consistently praise Sarah's extensive financial knowledge and her ability to explain complex concepts in understandable terms.
- Prompt and Professional Communication: Several clients mention the team's quick response times and efficient handling of their inquiries and requests.
- Comfortable and Welcoming Environment: Some clients highlight the office's wheelchair accessibility and the overall welcoming atmosphere, making their visits pleasant and stress-free.
In conclusion, Sarah Weems, ABFP™, and her team at Edward Jones provide a comprehensive range of financial services tailored to the unique needs of each client. With a commitment to personalized service, expert knowledge, and a comfortable, accessible office environment, they strive to help their clients achieve their financial goals and secure their futures. To schedule a consultation with Sarah Weems, ABFP™, or for more information about the services offered, please visit the office or contact them by phone or through their website.