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

Introduction to Edward Jones - Financial Advisor: Sarah Weems, ABFP™

Located in the heart of Lusby, Maryland, Edward Jones - Financial Advisor: Sarah Weems, ABFP™, offers comprehensive financial services to help individuals and families achieve their long-term financial goals. With a commitment to personal service and tailored solutions, Sarah Weems and her team provide a wide range of services to meet the unique needs of each client.

Main Services

  • Retirement Planning: The team at Edward Jones helps clients plan for retirement by creating personalized strategies that align with their unique needs and goals. Services include 401(k) rollovers, IRAs, and Roth IRAs.
  • Investment Services: They offer a broad range of investment strategies and products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help clients grow their wealth over time.
  • Estate Planning: Sarah Weems and her team work with clients to create estate plans that protect their assets and provide for their loved ones. Services include wills, trusts, and life insurance planning.
  • Education Planning: They help families save for their children's education through tax-advantaged accounts like 529 college savings plans.
  • Insurance Services: Edward Jones offers a variety of insurance products, including life, health, and disability insurance, to help protect clients and their families from financial risk.
  • Business Planning: The team works with small business owners to create strategic plans that support their business goals, from start-up to succession planning.

Location and Access

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ is conveniently located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657, in the heart of Calvert County. The office is easily accessible from major roads, including MD-2/MD-4 and MD-231.

For clients who prefer to use public transportation, the Lusby Park & Ride is approximately 5 miles away, providing access to the MARC Penn Line and other public transportation options. Additionally, there is ample parking available on-site, including accessible parking spaces for clients with disabilities.

Featured Characteristics

  • Wheelchair Accessibility: The office is wheelchair accessible, with a ramp leading to the entrance, and both restrooms are equipped with grab bars and wider doorways to accommodate wheelchairs.
  • Appointments Recommended: While walk-ins are welcome, appointments are recommended to ensure that Sarah Weems and her team can provide the most comprehensive and personalized service to each client.
  • Community Involvement: Edward Jones is actively involved in the Lusby community, sponsoring local events and organizations, and supporting various charitable causes.

Practical Information

  • Phone Number: You can reach the office by phone at 03943686.
  • Website: For more information about the services offered by Edward Jones - Financial Advisor: Sarah Weems, ABFP™, visit their website at edwardjones.com.
  • Business Hours: The office is open Monday through Friday, from 8:00 AM to 4:30 PM. However, appointments can be scheduled outside of these hours to accommodate clients' busy schedules.

Positive Aspects from Client Reviews

With an average rating of 5/5 stars on Google My Business, Edward Jones - Financial Advisor: Sarah Weems, ABFP™ has received numerous positive reviews from satisfied clients. Some of the most frequently mentioned positive aspects include:

  • Personalized Service: Many clients appreciate the personalized attention and tailored solutions provided by Sarah Weems and her team, taking the time to understand each client's unique needs and goals.
  • Expertise and Knowledge: Clients consistently praise the team's extensive knowledge and expertise in financial planning, investment strategies, and retirement planning.
  • Clear Communication: Edward Jones is commended for their clear and concise communication, ensuring that clients understand their financial plans and have access to their team whenever they need assistance.
  • Responsiveness: The team is praised for their prompt and professional responses to client inquiries and concerns, always striving to provide the best possible service.

In conclusion, Edward Jones - Financial Advisor: Sarah Weems, ABFP™ offers a comprehensive range of financial services to meet the unique needs of clients in Lusby, Maryland, and the surrounding areas. With a commitment to personalized service, expert knowledge, and clear communication, Sarah Weems and her team work diligently to help clients achieve their long-term financial goals. Whether you're planning for retirement, investing for growth, or protecting your assets, Edward Jones is dedicated to providing the tailored solutions you need to succeed.

👍 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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