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™

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.

👍 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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