About Lotus Financial Services
Reviews for Lotus Financial Services
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Lotus Financial Services is a comprehensive financial services provider offering investing, retirement planning, and tax preparation. As fiduciaries, the team is committed to acting in their clients' best interests and guiding them towards financial security and prosperity with integrity and expertise. Customers praise the exceptional service, friendly staff, and the expertise of Jamey and David, who handle personal and employee retirement benefits as well as tax planning with dedication and attentiveness.
The team at Lotus is second to none. Not only do Jamey and Dave handle my personal retirement I also trust them with my employee retirement benefits and tax planning. Once you sit down with them you know right away you’re in good hands. Cannot recommend enough!
Best experience ever getting my taxes done and setting up my retirement plan. Extremely friendly staff! Jamey and David are amazing! Definitely recommend trusting them with all your financial needs!
I recently had the pleasure of having my taxes prepared by Lotus Financial Partners, and I couldn't be more impressed with their exceptional service. Their team of tax professionals are very dedicated and attentive to what they do. I highly recommend Lotus Financial Partners to anyone seeking top-tier financial services!