Lotus Financial Services

Financial Advising
Hours:
11 Scott St, Monroe MI 48161
(734) 457-3700 Directions

Hours

Monday
9AM - 5PM
Tuesday
9AM - 5PM
Wednesday
9AM - 5PM
Thursday
9AM - 5PM
Friday
9AM - 5PM
Saturday
Closed
Sunday
Closed

About Lotus Financial Services

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.

Most Recent Reviews

Write a review
  • March 2025
    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!
  • March 2025
    David and Jamey are on point. They helped me with both my taxes and financial goals.
  • March 2025
    I’ve been going here since I started working when I turned 16. Will always recommend it! 💗

More Comments(18)

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Location and Contact

Lotus Financial Services

Financial Consultant in Monroe, MI 11 Scott St, Monroe (734) 457-3700 Website Suggest an Edit