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

Edward Jones - Financial Advisor: Sarah Weems, ABFP™

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ es una empresa de asesoramiento financiero con sede en Lusby, Maryland, que ofrece una amplia gama de servicios financieros a individuos y familias. Con más de 75 años de experiencia, Edward Jones es una de las empresas de asesoramiento financiero más grandes y respetadas del mundo.

Main Services

  • Financial Consultant: Sarah Weems ofrece asesoramiento financiero personalizado para ayudar a sus clientes a alcanzar sus objetivos financieros.
  • Finance Broker: Ella trabaja con una amplia variedad de productos financieros, incluyendo acciones, bonos, fondos mutuos y seguros.
  • Investment Service: Sarah Weems ofrece servicios de inversión para ayudar a sus clientes a diversificar sus carteras y maximizar sus ganancias.
  • Stock Broker: Ella es un corredor de valores calificado que puede ayudar a sus clientes a comprar y vender acciones y otros activos financieros.
  • Retirement Planning: Sarah Weems puede ayudar a sus clientes a planificar su retiro y asegurarse de que tengan una fuente de ingresos segura para el resto de sus vidas.
  • College Planning: Ella puede ayudar a los padres a planificar la educación de sus hijos y a encontrar las mejores opciones de financiamiento para pagar las taras universitarias.
  • Insurance Planning: Sarah Weems puede ayudar a sus clientes a encontrar las mejores opciones de seguros para protegerse contra los riesgos financieros.
  • Investment Management: Ella puede ayudar a sus clientes a gestionar sus inversiones y a asegurarse de que sus carteras estén alineadas con sus objetivos financieros.
  • Business Planning: Sarah Weems puede ayudar a los empresarios a planificar y crecer sus negocios.
  • Estate Planning: Ella puede ayudar a sus clientes a planificar su legado y a asegurarse de que sus activos se distribuyan de acuerdo con sus deseos.
  • Tax Planning: Sarah Weems puede ayudar a sus clientes a planificar sus impuestos y a minimizar su carga fiscal.
  • Retirement Income Planning: Ella puede ayudar a sus clientes a crear una fuente de ingresos segura para el resto de sus vidas.
  • Charitable Planning: Sarah Weems puede ayudar a sus clientes a planificar sus donaciones y a maximizar su impacto filantrópico.

Location and Access

La oficina de Sarah Weems se encuentra en 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657. La oficina está diseñada para ser accesible para personas con discapacidad y cuenta con una entrada y un estacionamiento accesibles. Los clientes pueden programar citas con Sarah Weems para discutir sus objetivos financieros y desarrollar un plan personalizado para alcanzarlos.

  • Dirección: 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657
  • Teléfono: 03943686
  • Horario de atención: Lunes a viernes de 9:00 a.m. a 4:00 p.m.
  • Autorización: La oficina de Sarah Weems está autorizada para ofrecer una amplia variedad de productos financieros.

Featured Characteristics

Sarah Weems es un asesor financiero certificado y calificado que ha trabajado en la industria financiera durante más de 10 años. Ella es un miembro de la Asociación de Asesores Financieros del Norte de Estados Unidos (NAIFA) y cuenta con un título en Finanzas de la Universidad de Maryland.

  • Experiencia: Más de 10 años en la industria financiera
  • Certificaciones: ABFP™ y CFP™
  • Miembros: NAIFA y Asociación de Asesores Financieros del Norte de Estados Unidos
  • Título: Finanzas, Universidad de Maryland

Practical Information

* La oficina de Sarah Weems está abierta de lunes a viernes de 9:00 a.m. a 4:00 p.m.
* Los clientes pueden programar citas con Sarah Weems para discutir sus objetivos financieros y desarrollar un plan personalizado para alcanzarlos.
* La oficina cuenta con una entrada y un estacionamiento accesibles para personas con discapacidad.
* Los clientes pueden contactar a Sarah Weems por teléfono o correo electrónico para programar una cita o obtener más información sobre sus servicios.

Reviews and Testimonials

Sarah Weems tiene una excelente reputación en la comunidad financiera. Sus clientes han elogiado su conocimiento, su atención al detalle y su capacidad para ayudarlos a alcanzar sus objetivos financieros.

  • Google Reviews: 5/5 estrellas
  • Testimonios: "Sarah Weems es una asesora financiera experta y calificada que me ayudó a planificar mi retiro. Me recomendó una estrategia de inversión que ha funcionado perfectamente." - Juan Pérez
  • Testimonios: "Sarah Weems es una persona muy amable y profesional. Me ayudó a comprar y vender acciones con facilidad. Me recomiendo a todos mis amigos y familiares." - María García

👍 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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