Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
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Edward Jones - Financial Advisor: Sarah L Edwards, CFP®|CEPA®|AAMS®
I've known Sarah for a long time but recently my wife and I started taking our financial future more seriously and knew we needed help. I reached out to Sarah about a stock question and was so impressed with her assistance I knew it would be in our best interest to go to her for guidance for our financial future.
It has been an amazing experience. If you just want a financial adviser, I'm sure there are some good choices out there. If you want someone that will do life with you, always putting you, your family and your financial future as the priority, Sarah is the one. She has been incredible to work with. Her work ethic and knowledge of the market is unmatched. She has made herself available and explained so much to us in a way we can understand.
We're incredible happy with our choice and are excited to what our financial future holds. She also is (ALMOST) forcing us to take a vacation because she knows we need it! She's the best!
MG
Melissa Geeslin
Dec 20, 2019
5.0
Sarah Edwards changed our financial future plan!
As a family we have a lot going on - I am a new business owner, my husband has worked for Verizon for 22 years, and we have 18 year old twins (a boy and a girl) graduating from WiHi in 2020! Yikes!
Enter Sarah - we met at a networking event and she asked me to meet with her. I obliged and walked confidently into that meeting thinking what did I have to lose - I have investments, I have money in the bank, and frankly - I thought I had a pretty great plan.
Well, my plan was great for the right now - but not for where I wanted to be in 10 years.
She helped me to understand our net worth, but also the lack of estate planning we haven't done that would protect the legacy we wanted to leave for our children.
Needless to say - we moved all of our investments over to Sarah and consult with her on every major decision we make.
When she says "I do life with you" it isn't just a statement - it is a promise!
Frequently Asked Questions About Edward Jones - Financial Advisor: Sarah L Edwards, CFP®|CEPA®|AAMS®
What services does Edward Jones - Financial Advisor: Sarah L Edwards offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient strategies, tailored through face-to-face consultations.
What are the regular business hours of Edward Jones - Financial Advisor: Sarah L Edwards?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Sarah L Edwards?
Appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/sarah-edwards/contact/.
Where is Edward Jones - Financial Advisor: Sarah L Edwards located?
They are located at 1304 S Division Street, Suite 2, Salisbury, MD 21804, USA.
Is there a way to contact Sarah L Edwards by phone or email?
Yes, you can call +1 410-860-9757 or email sarah.edwards@edwardjones.com.
Does Edward Jones - Financial Advisor: Sarah L Edwards have a LinkedIn profile?
Yes, their LinkedIn profile can be found at https://www.linkedin.com/in/sarahlynnedwards.
Are there other financial services nearby that I could also consider?
Nearby financial services include Edward Jones - Financial Advisor: Sarah L Edwards, AAMS®, and Edward Jones - Financial Advisor: Samantha Chesley, providing clients additional local expert options.
What healthcare options are available near Edward Jones' office?
Nearby healthcare providers include Rodney Allen Wenrich (internal medicine), South Salisbury Dental Care (dentist), and Delmarva Internal and Family Medicine for comprehensive medical needs.
Are there any nearby places to visit after my appointment for relaxation or shopping?
You can visit University Orchard at Salisbury for a landmark experience, A-Plus Nails & Spa for beauty treatments, or Thomasboutique for flowers and gifts.
Does Edward Jones - Financial Advisor: Sarah L Edwards provide tools for retirement planning?
Yes, they feature a retirement savings calculator to help clients prepare for their financial future.