About Lotus Financial Partners
Reviews for Lotus Financial Partners
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.
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!
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!