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Gary Nowitzke

Tax Preparer
Owner at Lotus Financial Services
Monroe Michigan 48161

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Education is the key to success.

Contact Details

Company Name
Lotus Financial Services
Company Logo
Lotus Financial Services Company Logo by Gary Nowitzke in Monroe MI
Location
11 Scott St
Monroe, Michigan, 48161
United States

Professional Background

Year Established
1990
Hours of Operation
Feb -May M-F 9-5 with appointments in evenings and Saturday
June -January M-Th 10-4 with other times by appointment
Accepted Forms of Payments
Cash, check or credit card
Credentials
EA Enrolled Agent
CTS Certified Tax Specialist
Honors & Awards
Monroe County Chamber of Commerce Small Business of the Year for 2014

About Gary Nowitzke

Lotus Financial Services was established in 1990. Gary saw a need in the community to educate people about planning 

for their financial future, and as a math teacher, it was a perfect fit. He designed a high school math class around home 

finances, budgeting, and financial planning for the future. It was a very useful and popular class for high school seniors. 

The concept expanded into a full time business with a commitment to personal, professional service.

Gary is licensed to sell Investments and annuities through Sigma Financial Corporation in Ann Arbor, MI. All securities 

transactions are overseen by the Financial Industry Regulatory Authority and the Securities Investor Protection 

Corporation (FINRA/SIPC). These agencies protect clients from unscrupulous brokers.

We Offer

We offer professional income tax preparation and consultation, electronic filing and payment, refund anticipation loans - 

preparation fees deducted from refund with refund anticipation loan.

Some of the companies we represent are listed below, however we have many other companies that we represent.

     - Prudential, Jackson National and Allianz for life insurance and annuity products.

     - United Health Care/Golden Rule, Blue Cross/Blue Shield, and Assurant Health are some of the companies we 

           write health insurance policies for.

      - American Funds, Franklin Templeton Funds and Invesco are some of the companies we use for Traditional IRAs, 

            Roth IRAs, Rollover IRAs, 401(k) and 403(b) and Simplified Employee Pension Plans.

       - Insurance coverage for home, auto, business and umbrella insurance is offered through Nationwide Insurance.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to 

successfully make prudent decisions concerning your future financial condition. If you have any questions about your 

current financial situation or wish to schedule an appointment, send us an email or give us a call at (734) 457-3700.