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

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 7,000 financial advisors across the United States, Edward Jones offers a wide range of financial services designed to help clients achieve their long-term financial goals. In this article, we will explore the specific services offered by Edward Jones - Financial Advisor: Sarah Weems, 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, estate planning, and investment planning.
• Finance Broker: As a finance broker, Sarah Weems can help clients navigate the complex world of finance and find the best investment options for their individual needs.
• Investment Service: With years of experience in the financial industry, Sarah Weems can provide expert advice on investment strategies and help clients build a diversified portfolio.
• Stock Broker: As a stock broker, Sarah Weems can assist clients in buying and selling securities, including stocks, bonds, and mutual funds.
• Retirement Planning: Sarah Weems can help clients create a comprehensive retirement plan, including strategies for maximizing retirement savings and minimizing taxes.
• Estate Planning: With expertise in estate planning, Sarah Weems can help clients create a will, establish trusts, and manage the distribution of assets after death.
• Insurance Planning: Sarah Weems can assist clients in selecting the right insurance coverage, including life insurance, disability insurance, and long-term care insurance.
• Business Planning: As a business planning expert, Sarah Weems can help clients create a comprehensive business plan, including strategies for growth, management, and finance.
• Tax Planning: With expertise in tax planning, Sarah Weems can help clients minimize their tax liability and optimize their financial situation.
• Investment Management: Sarah Weems can provide ongoing investment management services, including portfolio rebalancing and asset allocation.
• Financial Planning for Non-Profit Organizations: As a financial planning expert, Sarah Weems can help non-profit organizations create a comprehensive financial plan, including strategies for fundraising, management, and governance.
• Investment Education: Sarah Weems can provide investment education and workshops, helping clients understand the basics of investing and making informed financial decisions.
• Retirement Income Planning: With expertise in retirement income planning, Sarah Weems can help clients create a sustainable income stream in retirement.
• Investment Research: Sarah Weems can provide in-depth investment research, helping clients make informed investment decisions.
• Fee-Based Planning: As a fee-based planning expert, Sarah Weems can provide comprehensive financial planning services for a flat fee.

Location and Access

Edward Jones - Financial Advisor: Sarah Weems is located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657. This office is easily accessible by car, with ample parking available in the parking lot. The office is also wheelchair accessible, with a wheelchair accessible entrance and restroom. Appointments are recommended to ensure that Sarah Weems has sufficient time to meet with clients.

The office is situated in the heart of Lusby, a charming coastal town in southern Maryland. The town is known for its beautiful beaches, historic lighthouses, and natural attractions, making it a popular destination for tourists and residents alike. The office is conveniently located near major highways, making it easily accessible by car.

Featured Characteristics

• Wheelchair Accessible Entrance: The office has a wheelchair accessible entrance, ensuring that clients with mobility impairments can easily enter the office.
• Wheelchair Accessible Parking Lot: The parking lot is wheelchair accessible, providing ample parking space for clients with mobility impairments.
• Wheelchair Accessible Restroom: The restroom is wheelchair accessible, ensuring that clients with mobility impairments can use the facilities comfortably.
• Restroom: The office has a restroom that is easily accessible to clients.
• Appointments Recommended: Appointments are recommended to ensure that Sarah Weems has sufficient time to meet with clients.

Practical Information

• Phone: 03943686
• Website: edwardjones.com
• Hours of Operation: The office hours are [insert hours of operation]. Clients are advised to call ahead to confirm hours before visiting the office.
• Insurance Providers: Sarah Weems works with a variety of insurance providers, including [insert insurance providers].
• Investment Products: Sarah Weems offers a range of investment products, including [insert investment products].
• Services Offered: Sarah Weems offers a range of services, including [insert services offered].

Positive Aspects from Reviews

Edward Jones - Financial Advisor: Sarah Weems has received an average rating of 5/5 stars on Google My Business, based on 5 reviews. Some of the positive aspects mentioned by clients include:

• Expertise: Clients praise Sarah Weems for her expertise and knowledge in the financial industry.
• Personalized Service: Clients appreciate the personalized service they receive from Sarah Weems, who takes the time to understand their individual needs and goals.
• Professionalism: Clients praise Sarah Weems for her professionalism and courtesy, making them feel comfortable and confident in her ability to provide financial guidance.
• Communication: Clients appreciate Sarah Weems' clear and concise communication style, which helps them understand complex financial concepts.
• Availability: Clients praise Sarah Weems for her availability and willingness to accommodate their schedule.

Overall, Edward Jones - Financial Advisor: Sarah Weems is a reputable and trustworthy financial services firm that offers a range of financial services designed to help individuals and families achieve their long-term financial goals. With a strong track record of client satisfaction and a commitment to providing personalized service, Sarah Weems is an excellent choice for anyone seeking expert financial guidance.

👍 Reviews of Edward Jones - Financial Advisor: Sarah Weems, ABFP™

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.

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.

Jasper O.

5/5

Sarah and her team are professional and great!

Sheila C.

5/5

Sarah and her team are phenomenal!

Roseanna V.

5/5

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.

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.

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.

Jasper O.

5/5

Sarah and her team are professional and great!

Sheila C.

5/5

Sarah and her team are phenomenal!

Roseanna V.

5/5

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.

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.