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™
Welcome to an in-depth exploration of Edward Jones, a distinguished financial services firm located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657. This comprehensive article will delve into the main services provided by the branch, its location and accessibility, unique features, practical information, and positive aspects highlighted in client reviews.
Main Services
Edward Jones, represented by financial advisor Sarah Weems, ABFP™, offers an array of services designed to help clients navigate the complex world of finance and investments. The primary services include:
- Financial Consultation: Sarah Weems works closely with clients to understand their unique financial goals, risk tolerance, and time horizon. She then develops tailored investment strategies to help clients achieve their objectives.
- Investment Services: The firm provides access to a wide range of investment products, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and retirement accounts like IRAs and 401(k)s.
- Retirement Planning: Edward Jones offers comprehensive retirement planning services, helping clients plan for their future and enjoy the retirement lifestyle they desire.
- Estate and Legacy Planning: The firm assists clients in creating estate plans that protect their assets and ensure a smooth transition of wealth to future generations, preserving their legacy.
- Insurance Services: Edward Jones provides access to various insurance products, such as life, health, and long-term care insurance, to help clients protect their assets and loved ones.
- Education Savings: The firm helps clients save for their children's or grandchildren's education through 529 college savings plans and other education savings vehicles.
Location and Access
Edward Jones is conveniently located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657, in the heart of Calvert County. The branch is situated in the Calvert Crossing shopping center, providing easy access and ample parking.
For those using public transportation, the Lusby Town Center Park & Ride is located just a short distance from the branch, offering bus services to various destinations in the region.
Additionally, the branch is committed to ensuring accessibility for all clients:
- Wheelchair-accessible entrance and parking lot
- Wheelchair-accessible restroom
- Restroom available on-site
Featured Characteristics
Edward Jones stands out among financial services firms due to several unique features:
- Personalized Attention: Sarah Weems takes the time to understand each client's unique financial situation and goals, providing tailored solutions and ongoing support.
- Comprehensive Approach: The firm offers a wide range of services, allowing clients to address various aspects of their financial lives under one roof.
- Experienced Team: Edward Jones has a robust network of financial advisors and support staff, ensuring clients benefit from the collective expertise and resources of the firm.
- Community Involvement: The branch is actively engaged in the local Lusby community, supporting various causes and events that contribute to its growth and prosperity.
Practical Information
To better serve clients, Edward Jones provides the following practical information:
- Business Hours: The branch is typically open Monday through Friday, from 9:00 AM to 5:00 PM. However, clients are encouraged to schedule appointments at their convenience, including evenings and weekends.
- Contact Information: You can reach the branch by phone at (03) 943-686 or via email through their website's contact form.
- Website: Visit edwardjones.com for more information about the firm's services, resources, and to schedule an appointment with Sarah Weems.
Positive Aspects from Reviews
Edward Jones has received an average rating of 5/5 stars from 5 reviews on Google My Business, highlighting several positive aspects of the firm:
- Expertise and Knowledge: Clients praise Sarah Weems' extensive knowledge and ability to provide clear, concise financial advice tailored to their specific needs.
- Personalized Service: Many clients appreciate the personalized attention they receive from Sarah Weems, who takes the time to understand their unique financial goals and circumstances.
- Responsiveness and Communication: Edward Jones is commended for its prompt response to client inquiries and proactive communication regarding market trends and portfolio performance.
- Comfortable and Accessible Environment: Clients appreciate the branch's convenient location, ample parking, and wheelchair-accessible features, which contribute to a positive and comfortable experience.
Conclusion
Edward Jones, represented by financial advisor Sarah Weems, ABFP™, is a distinguished financial services firm located in Lusby, MD. The branch offers an extensive range of services, provides exceptional personalized attention, and maintains a commitment to community involvement. With a convenient location, wheelchair-accessible features, and a track record of positive client reviews, Edward Jones is an excellent choice for individuals seeking comprehensive financial guidance and support.