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

👍 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™

For individuals and families seeking comprehensive and personalized financial planning solutions, Sarah Weems at Edward Jones is a dedicated and experienced financial advisor. Located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657, Sarah provides a stable and trustworthy presence within the community, offering a wide range of services tailored to meet unique client needs. Her commitment to building long-term relationships, coupled with her expertise, makes her a valuable resource for navigating the complexities of personal and professional finances.

About Sarah Weems, ABFP™

Sarah Weems holds the Accredited Benefit Finance Professional™ (ABFP™) designation, signifying a high level of knowledge and understanding in retirement planning and benefits strategies. This credential demonstrates her specialized skills in helping clients understand and utilize available retirement income options, including 401(k)s, IRAs, and Social Security. Beyond her ABFP™ certification, Sarah possesses a deep understanding of a broad spectrum of investment services, encompassing portfolio management, brokerage accounts, and wealth management strategies. She’s committed to a client-centric approach, prioritizing open communication and a thorough understanding of each client’s goals, risk tolerance, and time horizon.

Specialties and Services

  • Financial Consulting: Sarah provides unbiased advice and guidance on a wide array of financial matters, assisting clients in making informed decisions about their money.
  • Finance Brokerage: She acts as a broker, facilitating the purchase and sale of securities, including stocks, bonds, and mutual funds.
  • Investment Services: Sarah designs and implements investment portfolios aligned with clients’ objectives and risk profiles.
  • Stock Brokerage: As a stock broker, she executes trades on behalf of clients, offering access to a diverse range of investment opportunities.
  • Retirement Planning: A key focus is helping clients plan for a secure and comfortable retirement, utilizing strategies to maximize savings and income streams.
  • Estate Planning (Coordination): Sarah works collaboratively with estate planning attorneys to ensure comprehensive financial planning that addresses legacy and distribution goals.

Location and Accessibility

The Edward Jones office in Lusby, Maryland, is conveniently located at 12865 H G Trueman Rd Ste 2-A. The office is designed with client comfort and accessibility in mind. Notably, the facility is wheelchair accessible, featuring a wheelchair accessible entrance and wheelchair accessible parking lot. A wheelchair accessible restroom is also available. Appointments are recommended to ensure Sarah can dedicate her full attention to each client’s needs. For those who prefer, phone consultations are readily available.

Client Feedback and Reputation

Edward Jones consistently receives positive feedback from its clients. Currently, the firm boasts 5 reviews on Google My Business, all of which maintain an impressive average opinion of 5/5. These reviews consistently highlight Sarah’s professionalism, knowledge, and dedication to client satisfaction. Clients appreciate her ability to explain complex financial concepts in a clear and understandable manner, fostering trust and confidence. The firm’s reputation for stability and integrity further contributes to its positive standing within the community. Here’s a summary of recurring themes from the reviews:

  • Personalized Service: Clients frequently commend Sarah's willingness to take the time to understand their individual circumstances.
  • Expertise and Knowledge: Many reviewers praise Sarah’s expertise in retirement planning and investment management.
  • Trust and Reliability: The firm’s longstanding presence and reputation for ethical conduct contribute to a strong sense of trust among clients.
  • Accessibility: The accessible facility is a significant benefit for clients with mobility challenges.

Contact Information

To schedule an appointment or discuss your financial needs, you can reach Sarah Weems at Phone: 03943686. You can also visit the Website: edwardjones.com to learn more about her services and explore resources for financial planning.

Edward Jones distinguishes itself through its commitment to building lasting relationships based on trust and mutual respect. Sarah Weems embodies this philosophy, providing clients with the guidance and support they need to achieve their financial goals.

👍 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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