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
Edward Jones - Financial Advisor: Sarah Weems, ABFP™
Edward Jones - Financial Advisor: Sarah Weems, ABFP™, located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657, is dedicated to helping individuals and families reach their long-term financial goals. With a commitment to providing personalized service, Sarah Weems and her team offer a wide range of financial services tailored to the unique needs of each client.
Main Services
- Financial Consultation: Sarah Weems and her team work closely with clients to understand their financial objectives, risk tolerance, and time horizon. They then develop personalized investment strategies to help clients achieve their goals.
- Investment Services: The firm offers a comprehensive range of investment services, including portfolio management, retirement planning, and college savings plans. They provide access to a wide array of investment products, such as mutual funds, exchange-traded funds (ETFs), and individual stocks and bonds.
- Retirement Planning: Whether clients are just starting to save for retirement or nearing retirement, Sarah Weems and her team can help them create and implement a retirement plan that aligns with their unique needs and goals.
- Estate and Legacy Planning: The firm can help clients develop estate and legacy plans to protect their assets and ensure they are distributed according to their wishes. They work with clients' attorneys and tax professionals to coordinate these plans.
- Insurance Services: Edward Jones - Financial Advisor: Sarah Weems, ABFP™ offers a variety of insurance products, including life, disability, and long-term care insurance, to help clients protect their financial well-being and that of their loved ones.
Location and Access
Edward Jones - Financial Advisor: Sarah Weems, ABFP™ is conveniently located in Lusby, Maryland, just off MD-4 highway, near the intersection with H G Trueman Road. The office is situated in a well-maintained professional building, offering easy access and ample parking. The building features a wheelchair-accessible entrance and restroom, ensuring that all clients can visit the office with ease.
Featured Characteristics
- Personalized Service: Sarah Weems and her team take the time to get to know each client and understand their unique financial situation and goals. They then create customized investment strategies tailored to each client's needs.
- Comprehensive Financial Planning: The firm offers a full range of financial services, allowing clients to consolidate their financial planning under one roof.
- Accessible Location: The office is conveniently located near major highways and offers ample parking, making it easy for clients to visit the office.
- Accredited Professional: Sarah Weems holds the Accredited Financial Professional™ (ABFP™) designation, which demonstrates her commitment to providing high-quality financial advice and service to her clients.
Practical Information
Address: 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657
Phone: 03943686
Website: edwardjones.com
Business Hours: To know the exact business hours of Edward Jones - Financial Advisor: Sarah Weems, ABFP™, it is recommended to contact the establishment directly by phone or check its website.
Client Reviews
Edward Jones - Financial Advisor: Sarah Weems, ABFP™ has received 5 reviews on Google My Business, with an average rating of 5/5. Clients praise the personalized service, expertise, and commitment of Sarah Weems and her team in helping them achieve their financial goals. One client noted, "Sarah Weems and her team have been exceptional in helping me plan for my future. They take the time to understand my goals and provide tailored advice."
Appointments Recommended: It is recommended to schedule an appointment before visiting Edward Jones - Financial Advisor: Sarah Weems, ABFP™ to ensure that a financial advisor is available to meet with you.