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
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.