Start Crafting Your Perfect Paradise

About Us

Our company is built on a foundation of excellent client service and in-depth market knowledge.

Click here to learn more about us

Our History

Lotus Financial Services is proud to be a member of the Monroe County Chamber of Commerce and an accredited business of the Better Business Bureau. To see our latest rating, please click on the logo below.

Our Values

Lotus Financial Services was selected as the Monroe Chamber of Commerce 2015 Small Business of the Year.

New Location

We have moved to our new location in Downtown Monroe.


9:30-4:30 M-F

10-4:00 M-Th

Evenings/ Weekends by appointment

Click here for our “new customer” and “referral” discount coupon.

Click here for our annual client update

Click here to read about our EA accreditation

Sound Financial Strategies For Today's Markets

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Your Road-Map To Endless Horizons

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

“Remember, what does ‘retirement’ mean? It doesn’t mean that you’re a couch potato. Leisure is not the same things as rest. If you’re bicycling five miles a day, that’s leisure, but it certainly takes a lot of effort.”

Robert Fogel

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