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

Edward Jones - Financial Advisor: Sarah Weems, ABFP™

If you're seeking personalized financial advice and comprehensive investment services in the Lusby, Maryland area, look no further than Edward Jones, home to experienced financial advisor Sarah Weems, ABFP™. With a commitment to understanding and addressing the unique financial needs of each client, Sarah Weems and her team at Edward Jones provide a tailored approach to financial planning and investment management.

Main Services

• Financial Consultation: Sarah Weems, ABFP™, offers expert financial guidance, helping clients make informed decisions about their money. She takes the time to understand each client's financial goals, risk tolerance, and time horizon to create a personalized roadmap for their financial future.
• Investment Services: As a full-service financial services firm, Edward Jones provides access to a wide range of investment products and services, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and retirement accounts. Sarah Weems and her team work closely with clients to build and manage investment portfolios that align with their financial objectives.
• Retirement Planning: Whether you're just starting to save for retirement or nearing the end of your working years, Edward Jones can help you navigate the complexities of retirement planning. Sarah Weems and her team provide guidance on retirement savings strategies, pension plans, and Social Security benefits to help you achieve a comfortable and secure retirement.
• Estate and Legacy Planning: Effective estate planning can help protect your assets and ensure that your legacy is preserved for future generations. Sarah Weems and her team work with clients to develop estate plans that address their unique circumstances, including wills, trusts, and beneficiary designations.
• Insurance Services: Edward Jones offers a range of insurance products to help protect your financial well-being. Sarah Weems and her team can assist you in reviewing your insurance needs and selecting appropriate coverage options for life, health, disability, and long-term care insurance.
• Education Planning: Saving for a child's education can be a significant financial commitment. Sarah Weems and her team can help you explore education savings options, such as 529 college savings plans, and develop a strategy to reach your education funding goals.

Location and Access

The Edward Jones office of Sarah Weems, ABFP™, is conveniently located at 12865 H G Trueman Rd, Suite 2-A, Lusby, MD 20657. The office is situated in a professional park, providing easy access and ample parking for clients. The location is also conveniently close to major highways, including MD-2/John McNamara Rd and MD-4/Solomons Island Rd, making it easily accessible from neighboring communities such as Huntingtown, Prince Frederick, and St. Leonard.

Public transportation is available near the office, with the Lusby Commuter Lot (Route 4) serving as a nearby stop for the MARC train and providing access to other public transit options. Additionally, several taxi and rideshare services operate in the area, offering clients convenient transportation alternatives.

Featured Characteristics

• Wheelchair Accessibility: Edward Jones is committed to ensuring that all clients have access to their financial services. The Lusby office features a wheelchair-accessible entrance, parking lot, and restroom to accommodate clients with mobility challenges.
• Appointment-Based Services: To provide the most personalized and attentive service, Sarah Weems and her team offer appointment-based services. Clients can schedule consultations at their convenience, ensuring that they have the undivided attention of their financial advisor during their visit.
• Community Involvement: Edward Jones and Sarah Weems are actively involved in the Lusby community, supporting local organizations and events. This commitment to community engagement demonstrates their dedication to helping clients build a strong financial foundation while also fostering positive change in their surrounding area.
• Bilingual Services: To better serve the diverse needs of the Lusby community, Sarah Weems and her team offer bilingual services in English and Spanish. This accessibility ensures that language barriers do not prevent clients from receiving the financial guidance they need.

Practical Information

• Contact Information:
  • Address: 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657
  • Phone: (410) 394-3686
  • Website: edwardjones.com
• Business Hours:
  • Monday - Friday: 8:30 AM - 5:00 PM
  • Saturday - Sunday: Closed
• Specialties:
  • Financial consultant
  • Finance broker
  • Investment service
  • Stock broker

Positive Aspects from Reviews

With an average rating of 5 out of 5 stars from 5 reviews on Google My Business, Edward Jones and Sarah Weems have consistently received high praise from their clients for their exceptional financial services. Some of the positive aspects mentioned in the reviews include:

• Personalized Service: Clients appreciate the tailored approach that Sarah Weems and her team take in understanding their unique financial goals and developing customized plans to help them achieve those objectives.
• Expertise and Knowledge: Reviewers commend Sarah Weems' extensive financial knowledge and experience, as well as her ability to explain complex financial concepts in a clear and understandable manner.
• Attentive and Responsive: Clients praise the Edward Jones team for their attentive and responsive service, always being available to answer questions and provide guidance as needed.
• Trust and Confidence: Many reviewers express their trust in Sarah Weems and the Edward Jones team, feeling confident that their financial well-being is in capable hands.
• Convenient Location: The Lusby office's convenient location and accessibility have been highlighted by several reviewers as an additional benefit of working with Sarah Weems and her team.

In conclusion, Edward Jones, led by Sarah Weems, ABFP™, offers a comprehensive range of financial services tailored to the unique needs of each client. With a commitment to personalized service, extensive financial knowledge, and a convenient location, Edward Jones is an excellent choice for those seeking expert financial guidance in the Lusby, Maryland area.

👍 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.