About
The strategy comes before products, and my clients always come first!
Together, we evaluate your current financial strategies and your future goals. We help identify the steps you need to take to get to where you want to go. And I help you feel confident knowing that you're on track through review and feedback. When questions arise, I'm here to educate you on your options and help you evaluate your choices. I work with your accountant, your CPA and your attorney to make sure your entire financial picture is complete and cohesive.
I often operate as a guide to my clients through change, both large and small, to help them stay on track to achieve their financial goals. Regular personal communication and routine account reviews are a key part of my relationships and I help you, in turn, take care of your loved ones through family wealth conversations and financial guidance for all stages of life! The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
One-size-fits-all may be fine for some investors, but I believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, I can offer investment solutions tailored to all your financial goals.
Hey, I'm Sarah! I love what I do and helping clients set up and manage a financial strategy brings me joy! I also find joy in spending time with my family, serving my community through my non-profit involvement, connecting with people and being creative! Please reach out to me by calling (717) 568-6339 or emailing sarah.popovich@edwardjones.com.
