BuildSmart Solutions

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

❓ FAQ 👍 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™

Located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657, Edward Jones - Financial Advisor: Sarah Weems, ABFP™ is a trusted financial services provider, offering personalized investment strategies and comprehensive financial planning to clients in the Lusby area and beyond. This office is dedicated to understanding individual client needs and providing tailored financial solutions to help them achieve their long-term goals.

Main Services

  • Financial Consultation: Sarah Weems, ABFP™ and her team provide expert financial guidance, helping clients make informed decisions about their money. They assess each client's unique financial situation and develop a customized plan to address their specific needs.
  • Investment Services: The office offers a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They work closely with clients to create diversified investment portfolios that align with their risk tolerance and investment objectives.
  • Retirement Planning: Sarah Weems and her team specialize in helping clients plan for a comfortable retirement. They provide guidance on retirement savings strategies, pensions, 401(k)s, IRAs, and Social Security benefits.
  • Estate Planning: The office assists clients in creating effective estate plans to protect their assets and ensure a smooth transfer of wealth to their beneficiaries. They work closely with clients' attorneys and accountants to ensure all aspects of the estate plan are covered.
  • Insurance Services: Edward Jones - Sarah Weems, ABFP™ offers various insurance products, such as life insurance, disability income insurance, and long-term care insurance, to help clients protect their families and assets from financial risks.
  • Business Services: The office provides financial services for business owners, including business continuity planning, business succession planning, and employee benefit services.

Location and Access

Located in the heart of Lusby, the Edward Jones office is easily accessible from major thoroughfares, making it convenient for clients to visit. The office is situated near the intersection of H G Trueman Rd and MD-4, providing ample parking for clients and visitors. The surrounding area features various amenities, including restaurants, shops, and parks, making it an ideal location for a financial advisor's office.

For those who prefer public transportation, the Lusby Park & Ride is just a short drive away, providing access to the MARC Penn Line commuter rail service. Additionally, several bus routes operated by the Maryland Transit Administration serve the Lusby area, offering convenient access to the office.

Featured Characteristics

  • Wheelchair Accessibility: The office is designed to be wheelchair accessible, with a dedicated entrance, parking lot, and restroom. This commitment to accessibility ensures that all clients can comfortably visit the office and receive the financial guidance they need.
  • Appointments Recommended: While walk-ins are welcome, the office encourages clients to schedule appointments in advance. This ensures that Sarah Weems and her team can provide dedicated, uninterrupted attention to each client's financial needs.
  • Personalized Approach: Edward Jones - Sarah Weems, ABFP™ is dedicated to providing a personalized and comprehensive financial planning experience. The office takes the time to understand each client's unique financial situation, goals, and concerns before developing a tailored plan to address their needs.

Practical Information

  • Address: 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657
  • Phone: 03943686
  • Website: edwardjones.com
  • Hours of Operation: The office is open Monday through Friday, from 8:30 AM to 4:30 PM. However, clients are encouraged to schedule appointments outside of regular business hours if needed.
  • Credit Cards Accepted: The office accepts various credit cards, including Visa, Mastercard, American Express, and Discover, for clients' convenience.

Positive Aspects from Reviews

Edward Jones - Sarah Weems, ABFP™ has received an average rating of 5/5 from its 5 reviews on Google My Business, indicating high client satisfaction with the financial services provided. Some of the positive aspects mentioned in the reviews include:

  • Personalized and attentive service, with a focus on understanding each client's unique financial situation and goals.
  • Expert knowledge and experience in financial planning, investments, and retirement strategies.
  • Clear and timely communication, ensuring clients are kept informed throughout the financial planning process.
  • Accessibility and convenience, with flexible appointment scheduling and a wheelchair-accessible office.
  • Competitive pricing and fee structures, making financial services affordable for clients at all income levels.

The consistently positive reviews indicate that Edward Jones - Sarah Weems, ABFP™ is dedicated to providing high-quality financial services and building strong, long-lasting relationships with its clients. This commitment to excellence makes the office a trusted choice for financial guidance in the Lusby area.

👍 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.

Go up