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Edward Jones - Financial Advisor: Sarah Weems, ABFP®
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.
JO
Jasper Oelrich
Jan 5, 2024
5.0
Sarah and her team are professional and great!
MO
Marisa Oelrich
Jan 5, 2024
5.0
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.
Frequently Asked Questions About Edward Jones - Financial Advisor: Sarah Weems, ABFP®
What services does Edward Jones - Financial Advisor: Sarah Weems offer?
They provide financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Sarah Weems located?
The office is at 12865 H G Trueman Rd, Ste 2-A, Lusby, MD 20657, USA.
What are the office hours for Edward Jones - Financial Advisor: Sarah Weems?
They are open Monday to Friday from 9:00 AM to 4:00 PM and closed on weekends.
How can I schedule an appointment with Sarah Weems?
You can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/sarah-weems/contact/.
Which special financial products does Sarah Weems specialize in?
She specializes in 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What languages are spoken at Edward Jones - Financial Advisor: Sarah Weems?
English is the primary language spoken at the office.
Can I contact Sarah Weems by email?
Yes, you can reach her at sarah.weems@edwardjones.com.
What nearby places can I visit when I come to the Edward Jones office?
Nearby you can visit The Garden Grille & Bar for dining, Hiltron Garden Inn Solomons for accommodation or gym facilities, and Dowell Road Park for outdoor activities.
Are there nearby amenities like grocery stores or pharmacies near Edward Jones - Financial Advisor: Sarah Weems?
Yes, Weis Markets and Food Lion Grocery Store are nearby for groceries and drugstore needs.
How can nearby insurance agencies assist me when visiting Edward Jones?
You can visit Kenneth Struhar: Allstate Insurance nearby for complementary insurance advice alongside your financial planning with Edward Jones.