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9AM - 5PM
11 Scott St, Monroe8AM - 4PM
1214 S Telegraph Rd, Monroe“Frank is the best. He genuinely looks out for your best interests and is always very thorough and pleasant. I live 2 hours away but will not transfer to a closer EJ advisor because I trust him so much. I highly recommend Fred Swank! Mary is wonderful also!“
Financial Consultants
Financial Consultants
“I had and absolutely outstanding experience getting my taxes prepared. Jamey was very knowledgeable, informative, patient, and took the time to answer every question I had. Scheduling was a breeze, communication was excellent, and everyone in the office was very friendly and helpful. I will 100% be back for tax preparation and any other financial services that I may need. I highly recommend the Lotus team!“