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™ stands as a beacon of financial expertise and guidance. With a commitment to personalized service and a steadfast focus on individual needs, Sarah Weems and her team strive to help clients achieve their long-term financial goals.
Main Services
- Financial Consultation: Sarah Weems, ABFP™, provides comprehensive financial planning services, tailoring solutions to each client's unique situation and objectives.
- Investment Services: The team offers a broad range of investment options, from stocks and bonds to mutual funds and exchange-traded funds (ETFs), to help clients grow and preserve their wealth.
- Retirement Planning: Sarah Weems and her team specialize in helping clients prepare for retirement through strategic planning and investment strategies.
- Estate Planning: They assist clients in creating and implementing estate plans to protect assets and ensure a smooth transition of wealth to future generations.
- Education Planning: The firm helps families save for their children's or grandchildren's education through various tax-advantaged savings plans.
Location and Access
Edward Jones - Financial Advisor: Sarah Weems, ABFP™ is situated at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657, in the Cowdry neighborhood. The office is easily accessible from major thoroughfares such as MD-4 and MD-260.
For those using public transportation, the Lusby Transit Center is approximately a 10-minute drive away, with several bus routes serving the area.
Parking: Ample parking is available on-site, with dedicated spaces for clients and visitors.
Featured Characteristics
- Wheelchair Accessibility: The office is wheelchair-accessible, with a ramp leading to the entrance, a wheelchair-accessible restroom, and a wheelchair-accessible parking lot.
- Appointments Recommended: To ensure a personalized and efficient experience, the firm encourages clients to schedule appointments in advance.
- Community Involvement: Sarah Weems and her team are actively involved in the Lusby community, participating in local events and supporting various charitable organizations.
Practical Information
- Contact: You can reach Edward Jones - Financial Advisor: Sarah Weems, ABFP™ by phone at 03943686 or visit their website at edwardjones.com.
- Hours: To know the exact business hours, please contact the establishment directly or check their website.
- Payment Methods: For accepted payment methods, please contact the establishment directly or check their website.
Opinions: With an average rating of 5/5 from 5 reviews on Google My Business, clients express high satisfaction with the personalized service, expertise, and commitment of Sarah Weems and her team.