As an investment advisory discipline incorporates financial planning, investment portfolio management and a number of aggregated financial and insurance services for High Net Worth Individuals, small-business owners and families.
If your Company offers healthcare to its employees, you need an insurance broker who is an advisor, partner, negotiator and a specialist in the healthcare industry. Our affiliated Company the Lotus Advisory can act as your Company’s broker.
Provides protection for your family against death, injury or illness. Our affiliated companies the Lotus Financial Group LLC and the Lotus Advisory Group both offer a variety of Life, Disability and Long Term Care Insurance policies.
Refers to a service that enables a business to accept and process a transaction that involves a customer paying in the form of a credit or debit card. Our affiliate Merchant Data Systems is a full service Merchant Services Firm.
Avoid the complexities of manually calculating and withholding payroll and payroll taxes and spend the time saved focusing on growing your business. Our preferred partners in payroll are Merchant Payroll, ADP & Paycheck.