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 - Financial Advisor: Sarah Weems, ABFP™
Edward Jones is a well-established financial services firm with a long history of providing expert financial guidance to individuals and families. With a network of over 13,000 financial advisors across the United States, Edward Jones is one of the largest financial services companies in the country. In this article, we will explore the services offered by Edward Jones - Financial Advisor: Sarah Weems, ABFP™, located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657.
Main Services
- Financial Consultant: Sarah Weems offers comprehensive financial planning services, including retirement planning, investment planning, estate planning, and tax planning.
- Finance Broker: As a finance broker, Sarah Weems helps clients navigate the complex world of finance, providing guidance on investment products, insurance, and other financial services.
- Investment Service: With a wide range of investment products and services, Sarah Weems can help clients achieve their financial goals, whether it's saving for retirement, a down payment on a house, or a big purchase.
- Stock Broker: As a stock broker, Sarah Weems provides clients with expert advice on buying and selling stocks, bonds, and other investment securities.
- Investment Management: Sarah Weems can help clients create a customized investment portfolio tailored to their individual needs and goals.
- Retirement Planning: With years of experience in retirement planning, Sarah Weems can help clients create a comprehensive plan to ensure a secure retirement.
- Estate Planning: Sarah Weems can help clients create an estate plan that ensures their assets are distributed according to their wishes.
- Tax Planning: With expertise in tax planning, Sarah Weems can help clients minimize their tax liability and maximize their after-tax returns.
- Insurance: Sarah Weems can help clients navigate the complex world of insurance, providing guidance on life insurance, health insurance, and other types of insurance.
- Business Planning: With experience in business planning, Sarah Weems can help clients create a comprehensive plan to achieve their business goals.
- Financial Planning for Small Business Owners: Sarah Weems can help small business owners create a financial plan that ensures their business is financially healthy and sustainable.
- Investment Education: Sarah Weems can provide clients with expert guidance on investing, including investment strategies, risk management, and portfolio diversification.
- Retirement Income Planning: Sarah Weems can help clients create a comprehensive plan to ensure a sustainable income stream in retirement.
- Long-Term Care Planning: With expertise in long-term care planning, Sarah Weems can help clients prepare for the financial challenges of long-term care.
- Charitable Planning: Sarah Weems can help clients create a charitable plan that ensures their legacy lives on after they're gone.
- Wills and Trusts: Sarah Weems can help clients create a comprehensive estate plan, including wills and trusts.
Location and Access
The Edward Jones - Financial Advisor: Sarah Weems office is located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657. The office is wheelchair accessible, with a wheelchair-accessible entrance, parking lot, and restroom. Appointments are recommended, and clients can schedule an appointment by calling 03943686 or visiting the office in person.
The office is situated in the heart of Lusby, a charming neighborhood with a strong sense of community. The office is easily accessible by car, with ample parking available on site. The office is also located near public transportation options, making it convenient for clients who rely on public transportation.
Featured Characteristics
* Wheelchair accessible entrance, parking lot, and restroom
* Wheelchair accessible parking lot
* Wheelchair accessible restroom
* Restroom
* Appointments recommended
* Experienced financial advisor with years of experience in the industry
* Comprehensive financial planning services
* Investment management services
* Retirement planning services
* Estate planning services
* Tax planning services
* Insurance services
* Business planning services
* Financial planning for small business owners
* Investment education services
* Retirement income planning services
* Long-term care planning services
* Charitable planning services
* Wills and trusts
Practical Information
* Address: 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657
* Phone: 03943686
* Website: edwardjones.com
* Hours of operation: Monday - Friday, 9:00 AM - 5:00 PM
* Appointments recommended
Reviews and Ratings
This company has 5 reviews on Google My Business, with an average rating of 5/5. Clients have praised Sarah Weems for her expertise, professionalism, and compassionate approach to financial planning. One client noted that Sarah Weems "took the time to understand my financial goals and created a customized plan to achieve them." Another client praised Sarah Weems for her " exceptional communication skills" and " ability to explain complex financial concepts in a clear and concise manner."
Overall, Edward Jones - Financial Advisor: Sarah Weems, ABFP™, is a trusted and experienced financial advisor who can provide clients with comprehensive financial planning services. With a wide range of services and expertise, Sarah Weems is well-equipped to help clients achieve their financial goals and secure a bright financial future.