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™

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.

👍 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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