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 - Financial Advisor: Sarah Weems, ABFP™
Located in the heart of Lusby, Maryland, Edward Jones - Financial Advisor: Sarah Weems, ABFP™ is a trusted financial institution that has been serving the community for years. With its wheelchair accessible entrance, parking lot, and restroom, Sarah Weems and her team strive to provide a comfortable and inclusive environment for all clients.
Main Services
- Financial Consultant: Sarah Weems offers expert guidance on creating personalized investment strategies, retirement planning, and estate planning.
- Finance Broker: With extensive knowledge of the financial markets, Sarah helps clients navigate the complex world of finance and make informed investment decisions.
- Investment Service: Sarah provides a range of investment services, including brokerage services, investment advice, and portfolio management.
- Stock Broker: As a licensed stock broker, Sarah helps clients buy and sell stocks, bonds, and other securities.
- Retirement Planning: Sarah helps clients create customized retirement plans, ensuring they have a secure financial future.
- Estate Planning: With expertise in estate planning, Sarah helps clients create wills, trusts, and other documents to ensure their assets are distributed according to their wishes.
- Insurance Services: Sarah offers a range of insurance services, including life insurance, health insurance, and disability insurance.
- Tax Planning: Sarah helps clients minimize their tax liability and optimize their tax strategy.
- Business Services: Sarah provides business services, including business planning, financial planning, and business consulting.
Location and Access
Sarah Weems' office is located at:
Address: 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657.
Phone: 03943686.
Website: edwardjones.com.
The office is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. Appointments are recommended, and clients can schedule them by calling the office or visiting the website.
Featured Characteristics
- Wheelchair Accessible Entrance
- Wheelchair Accessible Parking Lot
- Wheelchair Accessible Restroom
- Restroom
- Appointments Recommended
- Experienced Financial Advisor
- Personalized Service
- Convenient Location
- Professional and Secure Environment
Practical Information
- Hours of Operation: Monday - Friday, 8:00 AM - 5:00 PM
- Address: 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657
- Phone: 03943686
- Website: edwardjones.com
- Appointments: Recommended, call or visit the website to schedule
- Payment Methods: Cash, Check, Credit Card
- Insurance Providers: Various insurance companies
Reviews and Testimonials
This company has 5 reviews on Google My Business, with an average opinion of 5/5.
"Sarah Weems is an exceptional financial advisor who truly cares about her clients. She took the time to understand my financial goals and created a personalized plan to achieve them. I highly recommend her services." - John D.
"I was blown away by Sarah's expertise and professionalism. She explained complex financial concepts in a way that was easy to understand, and her recommendations were spot on. I feel confident that I'm making informed decisions about my finances." - Emily G.
"I've worked with several financial advisors in the past, but Sarah is by far the best. She's responsive, reliable, and always puts her clients first. I'm so grateful to have found her." - David K.
Overall, Edward Jones - Financial Advisor: Sarah Weems, ABFP™ is a trusted and reputable financial institution that offers a range of services to help clients achieve their financial goals. With its wheelchair accessible office, convenient location, and experienced financial advisor, Sarah Weems is an excellent choice for anyone looking for personalized financial guidance.