Testimonials from our Professional Partners

“I have worked with Lotus since 2003.  Their knowledge, expertise and dedication to their clients makes Lotus one of the best fiduciary services companies our firm has had the pleasure to work with.” 

Marco Chayet, Managing Partner & Owner, Chayet & Danzo, LLC


“Lotus is always at the top of my list whenever I need to refer someone for fiduciary or money management services.  The dedication, professionalism and energy Lotus provides their clients makes them second to none.”  


Tom Rodriguez, Owner and Partner, Vincent, Romeo & Rodriguez, LLC


“This is written to express our gratitude for your professional money management services afforded to our clients.  We appreciate your timely responses to our requests and your expert knowledge and skills in caring for their day-to-day financial affairs.  It has been our pleasure to utilize your company and staff in meeting the needs of our clients.  We look forward to using your services in the future.”


Law Office of David Sutton

Testimonials from our Clients

“I am so blessed to have found this office as you have all helped and directed us

so we could make my parents’ move back and final years one of joy and celebration.  Thank you for all your help!"  

Son of Client

“Your professionalism and knowledge handling matters of all kinds for my mom is very much appreciated.  I found you to be more capable in dealing with various vendors, banks, our accountant, health professionals, caregivers, Medicare, and various other matters than I had even anticipated.  I was kept informed as to the status of the account and any questions or concerns. I found your fees to be quite reasonable for the services you provided.  It eased my mind greatly to know that my mother’s financial affairs were being handled by people whom I could trust and who had her best interests at the forefront.”  

Janet, Daughter of Client

“Because of the nature of our niece’s afflictions, Lotus went beyond and above their job description. There were times I could not have functioned without their service.  They are always loyal, trustworthy and totally professional.”

 Guardian and Family Member of Client


“I received your recent letter and want to thank you for going through the

extra effort in helping me get back my SSI.  It really helped my case with

Social Security, Medicaid, and other professional business concerns that

Lotus was administering my trust fund.  I hope other people will take

advantage of Lotus' services.  There is no substitute for business

professionalism when it comes to trust funds. 

There is a need for this service.”  


Mario, Client


I want to thank the Client Managers and all involved at Lotus for all of the

work you have encountered since taking my sister's case. I know you have spent

endless months getting everything sorted, evaluated and settled.

You all have been a Godsend and I'm so appreciative for all you have done

for my sister and for me.

Judy, Sister of Client