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
Edward Jones - Financial Advisor: Sarah Weems, ABFP™, located at 12865 H G Trueman Rd Ste 2-A in Lusby, Maryland, is a distinguished financial services firm dedicated to providing personalized investment solutions. Sarah Weems, the esteemed financial advisor, is committed to understanding her clients' unique financial goals and helping them build lasting legacies through tailored financial strategies.
Main Services
- Financial Consultation: Sarah Weems, ABFP™, offers comprehensive financial consultations, assessing clients' financial status, risk tolerance, and long-term objectives to create customized investment plans.
- Investment Services: The firm specializes in various investment services, including stocks, bonds, mutual funds, retirement planning, and college savings plans. They strive to help clients grow their wealth while managing risks effectively.
- Retirement Planning: Edward Jones - Lusby assists clients in preparing for retirement by offering strategies like IRAs (Individual Retirement Accounts), 401(k)s, and other retirement savings plans tailored to each client's unique needs.
- Estate Planning: Sarah Weems and her team help clients preserve their wealth and prepare for the future by providing guidance on estate planning, including wills, trusts, and other estate planning documents.
- Insurance Services: The firm offers insurance services to help clients protect their assets, including life insurance, disability income insurance, and long-term care insurance.
Location and Access
The office is conveniently situated at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657, in the heart of Calvert County, making it easily accessible for residents of Lusby, Prince Frederick, and surrounding areas. The location offers ample parking space, with designated accessible parking spots for clients with mobility impairments.
Public transportation is available nearby, with the Lusby Park & Ride located approximately two miles away, providing easy access to the office via the Calvert Transit bus service. The office is also wheelchair accessible, with a ramp at the entrance and an accessible restroom on-site.
Featured Characteristics
- Personalized Service: Sarah Weems and her team pride themselves on providing personalized, one-on-one attention to each client, taking the time to understand their unique financial situation and goals.
- Comprehensive Approach: The firm adopts a holistic approach to financial planning, considering clients' short-term and long-term objectives, risk tolerance, and personal values to create comprehensive strategies.
- Long-term Relationships: Edward Jones - Lusby is committed to building lasting relationships with clients, regularly reviewing and adjusting financial plans as clients' lives evolve and circumstances change.
- Community Involvement: Sarah Weems and her team are actively involved in the local community, supporting various charitable organizations and events, demonstrating their commitment to giving back to Lusby and the surrounding area.
Practical Information
- Business Hours: The office is open Monday through Friday, from 8:30 AM to 5:00 PM. However, clients are encouraged to schedule appointments at their convenience, including evenings and weekends.
- Contact Information:
- Phone: 03943686
- Website: edwardjones.com
- Email: [email protected]
- Appointments: Appointments are recommended to ensure clients receive undivided attention and to accommodate specific availability.
- Nearby Amenities:
- The Lusby Branch Library is located approximately one mile away, offering resources and programs for clients to enjoy during their visit.
- The Patuxent Naval Air Station Museum is situated around five miles from the office, providing a fascinating historical experience for clients and their families.
Client Testimonials and Reviews
Edward Jones - Lusby maintains a 5/5 rating on Google My Business, with 5 reviews highlighting the exceptional service provided by Sarah Weems and her team.
- Timothy S.: "Sarah Weems has been an invaluable resource for my family's financial planning. She takes the time to understand our goals and always provides clear, easy-to-understand guidance. Highly recommended!"
- Jane D.: "I've been a client of Sarah Weems for several years, and I've always been impressed with her professionalism and dedication. She genuinely cares about her clients and works tirelessly to help us achieve our financial objectives."
- Robert L.: "The entire team at Edward Jones - Lusby provides outstanding service. They make you feel like more than just a client – they're like family. I can't recommend them enough."
These glowing reviews highlight the firm's commitment to personalized service, expertise, and building lasting relationships with clients. Sarah Weems and her team strive to exceed expectations, creating a positive and supportive environment for clients to achieve their financial goals.
In conclusion, Edward Jones - Financial Advisor: Sarah Weems, ABFP™, offers a comprehensive range of financial services tailored to the unique needs of each client. With a convenient location, personalized approach, and commitment to community involvement, the firm stands out as a trusted financial advisor in Lusby and the surrounding area. Whether you're looking to invest, plan for retirement, or protect your assets, Sarah Weems and her team are dedicated to helping you build a lasting legacy and secure financial future.