Business Details
About
Financial PlannerFinancial PlanningTax ConsultantInvestment ServiceFinancial Consultant
Established in 2002, Royal Oak Financial Group has been helping clients manage their financial planning needs in Worthington and Lancaster, Ohio. We provide individuals and small businesses with customized solutions, from full-service retirement planning and investments to accounting and bookkeeping.
As Worthington's premier financial planners, we empower clients with tools and knowledge to enhance their financial confidence. Armed with resources and understanding, clients can better manage their finances, investments, and overall planning.
A financial advisor who understands your unique needs can help you achieve your goals. Our priority is supporting your bottom line and helping you succeed.
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
Location
Royal Oak Financial Group
5858 North High Street, Worthington, OH
43085, United States
Hours
Reviews
4.9
95 reviews
5 stars
93
4 stars1
3 stars0
2 stars0
1 star1
- TWTina Winget4 days ago5.0We have been with Royal Oak Financial Group for 10 years. We are absolutely delighted with their services. The do our tax planning and tax filing. Matt has invested our money appropriately and we have done extremely well. Brad has consulted on our healthcare, and Grant and Nate the CPA's have been terrific to work with. If your looking for a true fiduciary firm that covers all the bases in Columbus Ohio...look no further than Royal Oak Financial Group!
- LSlisa stewart5 days ago5.0I researched many company's and found Royal Oak Financial Group in Columbus Ohio to be the best suited for us. They do Financial planning, tax planning and filing. They have a person who specializes in health care. And most importantly, they manage our investments. They didn’t try to sell us products or annuities. They acted in our best interests as a true fiduciary. We would highly recommend that anyone approaching retirement or in retirement take some time and visit with these folks.
- TFTom “TEFLON80” Farynowski5 days ago5.0Royal Oak offers complete retirement investment along with CPAs on staff. Brad and Matt are fiduciaries who are legally bound to work in your best interest. Royal Oak only deals with equities - no mutual funds, no annuities. I have been very pleased with the firm for the past 2 years. Brad and Matt have over 25 years of experience in managing retiree portfolios. All the equities are companies you would recognize like Amazon, Coke, Nvidia, Google, AEP to name a few. The firm provided many seminars at local libraries if you want more information on their strategies.
- MPMike Post6 days ago5.0We’ve enjoyed working with Matt, Brad and Jessica for the past 5 years. They are a personable fiduciary that only makes money when we do. We’ve made a substantial amount of money, which has enabled us to take trips and buy a car. At this stage of life, it is comforting to feel that our money will outlast us. We are grateful!
- SRSharon RoyerOct 20, 20255.0Matt and his company, Royal Oak Financial Group, have done a fantastic job with my investments. I'm very thankful for all they do. I highly recommend them.