Lotus Fiduciary Group

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Description

  • Courtney Smith founded Benefit Payee Services, Inc. in February 2002, and changed the name of the company to Lotus Fiduciary Services in 2016. Lotus Fiduciary Group is a daily money management and fiduciary services company dedicated to helping individuals manage their day to day financial affairs. Our clients typically come to us because they have experienced difficulties in being able to effectively manage their financial affairs. We provide money management services to many types of individuals including: Persons with disabilities Busy professionals and small business owners Seniors Frequent travelers Those who have been recently divorced or widowed Families who dont have the time or expertise to manage their loved ones finances Professional athletes & entertainersOur Mission Statement:Our mission is to provide high quality money management services with integrity, professionalism and respect for our clients. We are dedicated to being good stewards of our clients money and ensuring their financial affairs are handled with the utmost care.
  • location

    Headquarters:Po Box 101775 , Denver, Colorado, United States

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  • Lotus Fiduciary Group phone

    Phone Number: +1 303-282-8882

  • Lotus Fiduciary Group website

    Website: https://www.lotusfiduciarygroup.com

  • Lotus Fiduciary Group employees

    Employees:8

  • Lotus Fiduciary Group revenue

    Revenue:$1 - 10M

  • Lotus Fiduciary Group legal name

    Legal Name:Lotus Fiduciary Group

  • Lotus Fiduciary Group's Social Media

    Lotus Fiduciary Group linkedin Lotus Fiduciary Group facebook Lotus Fiduciary Group twitter
  • done Is this data correct?
  • |  NAICS Code: 523110  |

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Person level website identification

President for Lotus Fiduciary Group

Courtney Smith

President

Person level website visitor identification

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View Employees

Courtney Smith

President

Shaylee Holland

Owner And President

Lisa Dunn

Director Of Fiduciary Services

Shirley Pasco

Fiduciary Account Manager

Patricia Jimenez

Account Manager

Frequently Asked Questions regarding Lotus Fiduciary Group

  • Where are Lotus Fiduciary Group's Headquarters?

    Lotus Fiduciary Group's Headquarters are in Po Box 101775 ,Denver,Colorado,United States

  • What is Lotus Fiduciary Group's phone number?

    Lotus Fiduciary Group's phone number is +1 303-282-8882

  • What is Lotus Fiduciary Group's official website?

    Lotus Fiduciary Group's official website is https://www.lotusfiduciarygroup.com

  • What is Lotus Fiduciary Group's Revenue?

    Lotus Fiduciary Group's revenue is $1 - 10M

  • What is Lotus Fiduciary Group's NAICS code?

    Lotus Fiduciary Group's NAICS code is 523110

  • How many employees are working in Lotus Fiduciary Group

    Lotus Fiduciary Group has 8 employees

  • What is Lotus Fiduciary Group's Industry?

    Lotus Fiduciary Group is in the industry of Financial Services

  • Who is Lotus Fiduciary Group's President?

    Lotus Fiduciary Group's President is Courtney Smith

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