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
Edward Jones â Financial Advisor: Sarah Weems, ABFP⢠â A Comprehensive Overview
For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones â Financial Advisor: Sarah Weems, ABFP⢠presents a dependable and established option. Located in Lusby, Maryland, Sarah Weems offers a dedicated service tailored to meet the unique needs of her clients. This detailed overview provides valuable information to prospective clients, outlining her expertise, location, contact details, and client testimonials.
About Sarah Weems, ABFPâ¢
Sarah Weems holds the designation of Accredited Benefits Financial Planner⢠(ABFPâ¢), signifying a commitment to high ethical standards and specialized knowledge in benefits planning. This accreditation demonstrates her proficiency in navigating the complexities of retirement plans, employee benefits, and insurance products. Her approach is rooted in building long-term relationships, focusing on understanding each clientâs financial goals and crafting strategies designed to achieve them. She operates as a financial consultant, offering a holistic perspective on wealth management â encompassing investments, retirement planning, estate planning, and insurance.
Services Offered
- Investment Services: Sarah assists clients in developing and managing investment portfolios aligned with their risk tolerance and financial objectives. This includes a range of investment options, from stocks and bonds to mutual funds and ETFs.
- Retirement Planning: A cornerstone of her practice is assisting clients in planning for a secure and comfortable retirement. This involves assessing current savings, projecting future needs, and developing strategies for maximizing retirement income.
- Financial Planning: Sarah provides comprehensive financial planning services, addressing various aspects of a clientâs financial life, including budgeting, debt management, and tax planning.
- Benefits Planning: Leveraging her ABFP⢠designation, she specializes in helping businesses and their employees understand and utilize employee benefits programs effectively.
- Estate Planning: She collaborates with estate planning attorneys to help clients ensure their assets are distributed according to their wishes.
Financial broker services are also offered, acting as an intermediary to facilitate transactions within the investment landscape. Sarahâs role is to provide education and guidance, empowering clients to make informed decisions.
Location and Contact Information
Sarah Weemsâ office is conveniently located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657. Clients can easily reach her by phone at 03943686. Her website, edwardjones.com, provides further information about her services and investment strategies. Itâs highly recommended to schedule an appointment to discuss your individual financial circumstances.
Accessibility and Amenities
Edward Jones is committed to providing a welcoming and accessible environment for all clients. The office at 12865 H G Trueman Rd boasts the following accessibility features:
- Wheelchair accessible entrance
- Wheelchair accessible parking lot
- Wheelchair accessible restroom
- Restroom
Client Feedback & Reputation
Edward Jones consistently receives positive feedback from its clients. Currently, the company has 5 reviews on Google My Business, all of which average a 5/5 rating. This demonstrates a strong commitment to client satisfaction and a reputation for reliable and trustworthy service. The reviews frequently highlight Sarah Weemsâs dedication, knowledge, and personalized approach. Clients appreciate her ability to explain complex financial concepts in a clear and understandable manner and her commitment to acting in their best interests. The consistent positive feedback reinforces her standing as a valued financial advisor within the community.