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Edward Jones - Financial Advisor: Sarah Weems, ABFP®
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.
MF
Meg Farr
Apr 30, 2024
5.0
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.
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.