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 ubicada en Lusby, Maryland, en la dirección 12865 H G Trueman Rd Ste 2-A, MD 20657. La empresa ofrece una amplia gama de servicios financieros, incluyendo asesoramiento financiero, brokeraje de valores y servicios de inversión.

Main Services

  • Financial Consultant: Sarah Weems proporciona asesoramiento financiero personalizado a sus clientes, ayudándoles a alcanzar sus objetivos financieros.
  • Finance Broker: La empresa actúa como intermediaria entre sus clientes y las instituciones financieras, facilitando la compra y venta de valores y otros productos financieros.
  • Investment Service: Sarah Weems ofrece servicios de inversión, incluyendo la creación de planes de inversión personalizados y la gestión de carteras de inversión.
  • Stock Broker: La empresa actúa como corredor de valores, facilitando la compra y venta de acciones y otros productos financieros en el mercado de valores.

Location and Access

La oficina de Edward Jones - Financial Advisor: Sarah Weems se encuentra ubicada en 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657. La dirección está ubicada en el corazón de la comunidad de Lusby, en el condado de Calvert, Maryland.

* La oficina está accesible por vehículo, con un estacionamiento disponible en la propiedad.
* La entrada principal de la oficina es accesible para personas con discapacidad, con una puerta de acceso amplia y una rampa de acceso.
* El baño de la oficina también está accesible para personas con discapacidad, con un baño adaptado para personas con discapacidad.

Featured Characteristics

* Experiencia: Sarah Weems tiene más de 10 años de experiencia en el campo del asesoramiento financiero.
* Certificaciones: La empresa ha obtenido varias certificaciones, incluyendo la certificación ABFP™ (Accredited Business Financial Professional).
* Servicios personalizados: La empresa ofrece servicios personalizados a sus clientes, adaptándose a sus necesidades individuales.
* Conocimiento del mercado: La empresa tiene un conocimiento profundo del mercado financiero, lo que le permite ofrecer recomendaciones informadas a sus clientes.

Practical Information

* Horario de trabajo: La oficina está abierta de lunes a viernes de 9:00 a.m. a 4:00 p.m., y de sábado de 9:00 a.m. a 1:00 p.m.
* Teléfono: El teléfono de la oficina es 03943686.
* Correo electrónico: La dirección de correo electrónico de Sarah Weems es [email protected].
* Página web: La página web de la empresa es edwardjones.com.

Opinions

La empresa tiene 5 reseñas en Google My Business. Los clientes han expresado su satisfacción con los servicios de Sarah Weems, destacando su conocimiento del mercado y su capacidad para adaptarse a sus necesidades individuales.

* "Sarah Weems es increíblemente profesional y conoce su trabajo. Me ha ayudado a alcanzar mis objetivos financieros y estoy muy satisfecho con sus servicios." - 5 estrellas
* "Sarah Weems es muy amigable y fácil de comunicarse. Me ha explicado todo de manera clara y concisa, lo que ha sido muy útil para mí." - 5 estrellas
* "La experiencia de Sarah Weems ha sido muy positiva. Me ha ayudado a tomar decisiones informadas sobre mi cartera de inversión y estoy muy satisfecho con sus servicios." - 5 estrellas

En resumen, Edward Jones - Financial Advisor: Sarah Weems, ABFP™ es una empresa de asesoramiento financiero con experiencia y certificaciones en el campo. La empresa ofrece una amplia gama de servicios financieros, incluyendo asesoramiento financiero, brokeraje de valores y servicios de inversión. La oficina se encuentra ubicada en Lusby, Maryland, y está accesible para personas con discapacidad. Los clientes han expresado su satisfacción con los servicios de Sarah Weems, destacando su conocimiento del mercado y su capacidad para adaptarse a sus necesidades individuales.

👍 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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