Lotus Financial Services

We specialize in working with Seniors, Boomers and Beyond. We help our clients avoid mistakes that can drain retirement savings. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.

The advisor listed is an Ameriprise financial advisor in Southgate. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. We help our clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.We're here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.