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
Introduction
Edward Jones - Financial Advisor: Sarah Weems, ABFP™, located at 12865 H G Trueman Rd Ste 2-A in Lusby, MD 20657, is a trusted and respected financial services provider serving the local community. With a commitment to personalized service and long-term client relationships, Sarah Weems and her team strive to understand your unique financial goals and help you achieve them.
Main Services
Edward Jones - Financial Advisor: Sarah Weems, ABFP™, offers a wide range of financial services tailored to meet the diverse needs of clients. Their main services include:
- Financial Consultation: Sarah Weems and her team provide comprehensive financial planning and consultation services, helping clients make informed decisions about their money.
- Investment Services: They offer a variety of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help clients grow their wealth.
- Retirement Planning: The team specializes in helping clients plan for retirement, including strategies for saving, investing, and distributing assets in retirement.
- Estate Planning: They assist clients in creating and implementing estate plans to protect assets, minimize taxes, and provide for loved ones after death.
- Insurance Services: Edward Jones - Financial Advisor: Sarah Weems, ABFP™, offers insurance solutions, such as life and health insurance, to help protect clients from financial risks.
Location and Access
The office is conveniently located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657, in the heart of Lusby, making it easily accessible for clients in the surrounding area. The office is situated near the intersection of H G Trueman Rd and MD-2/MD-4, providing excellent connectivity via public transportation and major roadways.
For those traveling by car, the office offers ample parking space, including dedicated parking for clients with disabilities. Additionally, the office is wheelchair accessible, with a designated entrance, restrooms, and parking lot to accommodate clients with mobility impairments.
Featured Characteristics
Edward Jones - Financial Advisor: Sarah Weems, ABFP™, stands out among financial services providers due to several unique characteristics:
- Personalized Approach: Sarah Weems and her team take the time to understand each client's unique financial situation, goals, and concerns, tailoring their services to meet individual needs.
- Accredited Professional: Sarah Weems holds the Accredited Portfolio Management Advisor™ (APMA™) designation, demonstrating her commitment to professional development and ethical practices.
- Community Involvement: The team actively participates in local community events and initiatives, reflecting their commitment to serving the Lusby community.
- Long-Term Relationships: Edward Jones - Financial Advisor: Sarah Weems, ABFP™, is dedicated to building long-term relationships with clients, providing ongoing support and guidance as their financial needs evolve.
Practical Information
To schedule an appointment with Sarah Weems and her team, clients can call the office at 03943686 or visit the Edward Jones website (edwardjones.com). Appointments are recommended, allowing the team to provide dedicated and focused attention to each client's needs.
For clients who prefer to visit the office, it is open Monday through Friday, from 8:30 AM to 4:30 PM. The office is closed on weekends and major holidays. Additionally, the office offers evening and Saturday appointments by request, demonstrating their commitment to accommodating clients' schedules.
Positive Aspects from Reviews
Edward Jones - Financial Advisor: Sarah Weems, ABFP™, has received overwhelmingly positive feedback from clients, reflected in their average rating of 5/5 on Google My Business. Some of the key positive aspects highlighted in client reviews include:
- Expertise and Knowledge: Clients commend Sarah Weems' extensive knowledge and expertise in financial planning and investment strategies.
- Personalized Service: Many clients appreciate the personalized attention and tailored approach to their financial needs.
- Professionalism and Integrity: The team's professionalism, honesty, and integrity are consistently mentioned in client reviews.
- Excellent Communication: Clients praise the team's clear and concise communication style, ensuring they understand their financial plans and options.
- Long-Term Relationships: Several clients mention the long-term relationships they have built with the team, reflecting the office's commitment to ongoing support and guidance.
These positive aspects demonstrate Edward Jones - Financial Advisor: Sarah Weems, ABFP™'s dedication to providing exceptional financial services tailored to the unique needs of each client.