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

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

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
☎️03943686

⏰ 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™

For individuals and families seeking comprehensive financial planning and investment guidance, Edward Jones presents Sarah Weems, ABFP™, as a dedicated and experienced financial advisor. Located in Lusby, Maryland, Sarah provides personalized service, building lasting relationships based on trust and understanding. Her commitment extends beyond simply managing investments; she focuses on helping clients achieve their long-term financial goals.

About Sarah Weems, ABFP™

Sarah Weems holds the Accredited Benefit Finance Professional™ (ABFP™) designation, signifying her specialized expertise in retirement planning. This credential demonstrates a deep knowledge of retirement income strategies, ensuring clients can confidently plan for a secure and comfortable retirement. She’s not just a stock broker, but a holistic financial consultant, considering all aspects of a client’s financial life – from estate planning to education savings.

Location and Contact Information

Sarah operates out of a convenient location at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657. Clients can easily reach her by phone at 03943686. For more detailed information and to schedule an appointment, please visit her website: edwardjones.com.

Specialties and Services

  • Financial Consulting: Sarah provides unbiased advice to help clients make informed decisions about their finances.
  • Finance Brokerage: She assists with investment account establishment and maintenance, offering a wide range of investment options.
  • Investment Services: Sarah’s expertise encompasses various investment vehicles, including stocks, bonds, mutual funds, and ETFs.
  • Stock Brokerage: As a registered representative, she facilitates trades and provides ongoing support for stock investments.
  • Retirement Planning: Utilizing her ABFP™ designation, Sarah develops tailored retirement income plans.
  • Estate Planning: She collaborates with estate planning attorneys to help clients ensure their assets are protected and distributed according to their wishes.
  • Education Savings: Sarah assists families in establishing and managing education savings accounts.

Points of Interest

Sarah’s office is committed to providing accessibility for all clients. It features a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Appointments are recommended to ensure adequate time for a thorough consultation. Restrooms are also readily available.

Client Feedback and Reputation

Edward Jones consistently receives positive feedback from its clients. Sarah Weems, ABFP™, is no exception. Currently, the company boasts 5 reviews on Google My Business, all averaging a remarkable 5/5. These reviews consistently highlight Sarah’s professionalism, dedication, and ability to build strong client relationships. Clients appreciate her patient explanations and her commitment to understanding their individual needs. Here’s a summary of common themes from the reviews:

  • Personalized Service: Many clients emphasize the individualized attention they receive from Sarah.
  • Trust and Expertise: Reviewers consistently express trust in Sarah’s financial knowledge and advice.
  • Clear Communication: Clients appreciate Sarah’s ability to explain complex financial concepts in a clear and understandable manner.
  • Long-Term Relationships: Several reviews mention the value of the long-term relationship Sarah has cultivated with her clients.

Why Choose Edward Jones and Sarah Weems

Edward Jones distinguishes itself through its commitment to a relationship-based approach to financial advising. Unlike many firms focused solely on transactions, Edward Jones prioritizes understanding each client’s unique circumstances and goals. Sarah Weems embodies this philosophy, dedicating herself to building trust and providing ongoing support. She believes in a long-term partnership, adapting her strategies as clients’ needs evolve. Her ABFP™ designation provides a crucial layer of expertise, particularly in the complex area of retirement income planning. For those seeking a reliable and knowledgeable financial advisor in the Lusby, Maryland area, Sarah Weems and Edward Jones offer a compelling solution.

👍 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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