Edward Jones - Financial Advisor: Sarah L Edwards, CFP®|AAMS™
About the Business
Edward Jones - Financial Advisor: Sarah L Edwards, CFP®|AAMS™ is a reputable financial institution located at 1304 South Division Street, Salisbury, Maryland, United States. Sarah L Edwards, a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS), provides personalized financial advice and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Sarah Edwards is dedicated to helping individuals and families navigate the complexities of financial planning and wealth management. Whether you are planning for retirement, saving for college, or looking to grow your investments, Edward Jones - Financial Advisor: Sarah L Edwards, CFP®|AAMS™ is committed to helping you achieve financial success.
Photos
Location & Phone number
1304 S Division St #2, Salisbury, MD 21804, United States
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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!"
"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!"
"Sarah couldn’t have came into me and my wife’s lives at a more crucial time. Me and my wife hadn’t gotten married yet, I had just switched to a full commission position at my job, we were looking to buy a home. Life was crazy exciting, scary, and we were filled with many different emotions. Well, Sarah put us in check, she’s one of the main reasons that I made my switch to full commission (which has been extremely successful), she’s kept me and my wife on track with starting our investment portfolio, keeping our budget straight, and giving us just great financial and life advice in this exciting time of change in our lives. I couldn’t be more thankful for Sarah, she’s more than just a financial advisor, she does life with us! She’s an awesome friend to have, and I HIGHLY recommend her to everyone. And oh yeah, Angela, the office manager is absolutely amazing too, she brightens up your day every time you speak on the phone with her or stop by the office. Thank you both for being so awesome!"
"I was introduced to Sarah outside the professional setting when I learned that Sarah was a financial adviser for Edward Jones. I already knew that Edward Jones was a trusted name in the financial services arena and, after meeting Sarah personally, had many people inform me that Sarah had a wonderful reputation within the community. Sarah really listened to me during our initial consultation. It was clear she understood my investment goals. She has a very pleasant and professional style of communicating and her entire demeanor invokes confidence and trust. I found her support team (her branch office administrator) to be on the same high professional level as Sarah. Together they make a very impressive team. I was so impressed with Sarah's passion for finance and her base of knowledge, that I made the decision to move my investments from another big name company, a company I had been using for nearly 20-years, to Sarah and Edward Jones. An added value of doing business with Sarah is she has teamed with a local attorney who focuses solely on estate planning. Like almost 60% of adult Americans, I have been dragging my feet in seeing an attorney to have a will/trust prepared to protect the assets in my estate. An appointment to meet with this attorney for a free consultation is available and is conveniently held in Sarah's office. With confidence, I would highly recommend Sarah as a financial advisor."
"Preparing for your future is NOT always the easiest thing. Especially when you think you're so far behind already. Sarah was an absolute blast to work with. She made me feel like the goals for myself and my family were within reach by doing a little at a time. The overwhelming feeling of being unprepared and starting to late has been lifted and I have Sarah to thank for that. Even if you are currently working with a financial advisor, I would highly recommend getting a second option and reach out to Sarah. Her knowledge, customer service and true passion for helping her customers shines through any time you speak with her."
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