Testimonials from Professionals & Clients

I've 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.” 

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- 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

I want to thank you for all the time and effort you and your staff put into our issues. Given Covid and the impossibility of travel, we never could have 'done it' without you.  The fact that Michael left no will only made things more difficult.  You knew what needed to be done, and you did it perfectly -- even when big investment firms were posing problems."  

- Linda Salamon

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