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

❓ FAQ 👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

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
☎️03943686

⏰ 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™ - Lusby, MD

Nestled in the heart of Lusby, Maryland, Edward Jones, branch office 12865 H G Trueman Rd Ste 2-A, is home to Sarah Weems, a dedicated and experienced financial advisor. With a focus on personalized service and comprehensive financial solutions, Sarah Weems, ABFP™, strives to help clients achieve their long-term financial goals. This in-depth article explores the main services, location, unique features, practical information, and positive aspects of this esteemed financial advisory firm.

Main Services

  • Personalized Financial Strategies: Sarah Weems works closely with each client to understand their unique financial needs and objectives. She then develops customized strategies to help them grow and protect their wealth.
  • Retirement Planning: Whether you're just starting to save for retirement or nearing retirement age, Sarah Weems can help you navigate the complexities of retirement planning. She assists with strategies like 401(k) rollovers, IRAs, and pension plans.
  • Investment Services: Edward Jones offers a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Sarah Weems helps clients make informed investment decisions based on their risk tolerance and investment goals.
  • Financial Consultation: Sarah Weems provides guidance on various financial aspects, such as budgeting, debt management, and insurance planning. She also helps clients prepare for life events like buying a home, starting a business, or sending a child to college.
  • Estate Planning: Sarah Weems assists clients in creating estate plans that protect their assets and ensure a smooth transfer of wealth to their heirs. She works closely with estate planning attorneys to create wills, trusts, and other essential documents.

Location and Access

The Edward Jones branch office is conveniently located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657. The office is situated in the Calvert Crossing shopping center, providing easy access for clients from Lusby and surrounding areas like Solomons, Prince Frederick, and Dunkirk.

For those who prefer public transportation, the Lusby Town Center Park & Ride is approximately a 15-minute walk from the office. The park & ride offers weekday bus service to various destinations in Southern Maryland, making it easy for clients to commute to their financial planning appointments.

Parking is plentiful and free of charge at the Calvert Crossing shopping center. The office has dedicated parking spaces and a wheelchair-accessible parking lot to accommodate clients with mobility impairments.

Featured Characteristics

  • Wheelchair Accessibility: Edward Jones is committed to ensuring all clients have access to their services. The office features a wheelchair-accessible entrance, restrooms, and parking lot, making it easy for clients with disabilities to visit the branch.
  • Appointments Recommended: While walk-ins are welcome, Sarah Weems encourages clients to schedule appointments in advance. This ensures she can dedicate sufficient time to each client's financial needs and provide personalized attention.
  • Community Involvement: As a long-standing member of the Lusby community, Sarah Weems is committed to giving back. She actively participates in local events and supports various charitable organizations, demonstrating her dedication to the community's well-being.

Practical Information

  • Business Hours: The Edward Jones branch office is typically open Monday through Friday, from 8:30 a.m. to 5 p.m. However, Sarah Weems also offers flexible scheduling to accommodate clients' busy schedules, including evening and weekend appointments by request.
  • Contact Information: To get in touch with Sarah Weems and the Edward Jones team, you can call the office directly at (410) 394-3686. You can also visit the branch website at edwardjones.com for more information about services and to schedule an appointment online.
  • Nearby Amenities: The Calvert Crossing shopping center offers various amenities, including restaurants, shops, and a pharmacy. Clients can enjoy a quick bite or grab any necessary supplies before or after their appointments.

Positive Aspects from Reviews

With an average rating of 5/5 stars on Google My Business, Edward Jones - Sarah Weems, ABFP™, has received glowing reviews from satisfied clients. Some of the most frequently mentioned positive aspects include:

  • Personalized Attention: Many clients appreciate the personalized approach Sarah Weems takes when creating their financial plans. They feel that she genuinely listens to their needs and goals and tailors her strategies to help them succeed.
  • Expertise and Knowledge: Clients commend Sarah Weems' extensive financial knowledge and her ability to explain complex financial concepts in an easy-to-understand manner. They feel confident in her expertise and trust her guidance with their financial futures.
  • Responsiveness and Communication: Several clients mention that Sarah Weems is always available to answer questions and provide updates on their financial plans. They appreciate her prompt responses and clear communication, which helps them stay informed and involved in their financial planning process.
  • Community Involvement: Some clients highlight Sarah Weems' commitment to the Lusby community and her involvement in local events and charitable organizations. They appreciate her dedication to giving back and supporting the community's well-being.

In conclusion, Edward Jones - Sarah Weems, ABFP™, offers a comprehensive range of financial services tailored to the unique needs of each client. With a convenient location, wheelchair accessibility, and a commitment to personalized service, this Lusby-based financial advisory firm stands out as a valuable resource for individuals and families seeking expert financial guidance. To schedule an appointment with Sarah Weems and start your journey towards financial success, contact the office today.

👍 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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