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

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.

👍 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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