Business Details
About
Financial PlannerTax ConsultantFinancial PlanningFinancial ConsultantInvestment Service
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 Lancaster'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
- Onsite servicesAvailable
- On-site parkingAvailable
Location
Hours
Reviews
5.0
105 reviews
5 stars
105
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- 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 Lancaster 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 Lancaster 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.
- MPMike Post6 days ago5.0Royal Oak Financial Group has made us a lot of money this in the past 5 years. They are a Fiduciary and they make money only if we make money. Matt Jenn encourages us to take out money for trips and to live our lives to the fullest. If I have questions, he returns my calls promptly. I would recommend Matt and his team to anyone that wants a personal touch and enjoys seeing their portfolio grow.
- TVTammie VierstraOct 25, 20255.0Royal Oak definitely takes care of you and all your financial needs! They are very knowledgeable in their field and can answer any questions you have. Great team to have on your side!!
- HEHolly EllenbergerOct 23, 20255.0Matt has been fantastic to work with. Been a client 16 years. Matt and his staff have really helped me with both my investments and taxes and tax planning. Royal Oak Financial Group in Lancaster Ohio is fabulous. I highly recommend them!