Royal Oak Financial Group
-
5858 N High St. Suite A
Worthington, Ohio 43085 - (614) 842-6090
- Website
Hours
Chamber Rating
-
William Wilkins
I used to have my investments with a large brokerage house. The results were less than satisfactory. I met the team at Royal Oak Financial Group by referral from a good friend. I have been genuinely impressed by the great service I have received. They manage my taxes and investment. They also meet my requirement of being a fiduciary which I feel is very important. I would highly recommend them to anyone who is retired or about to retire.
Apr 1st, 2024 -
Larry Goldberg
Our short experience thus far with Royal Oak Financial Group has been nothing but positive! This small team is personable, professional, knowledgeable and courteous and we trust them with our financial future.
Mar 25th, 2024 -
Elton Jehn
This group has exceeded my expectations for tax and investment management. I was looking for a true fiduciary to help me in retirement. Royal Oak Financial Group is a team of fiduciaries. Would recommend that you visit with them.
Mar 24th, 2024 -
Wendy S
In planning for retirement, I was fortunate enough to come across Royal Oak Financial Group in Worthington. I wanted a fiduciary that has my best interests at heart in all aspects of retirement. Although Ive only been working with them for less than a year, they have already reduced my concerns related to knowing whether or not Im on the right track. Highly recommend!
Mar 11th, 2024 -
Deborah Hayden
Very pleased with this company. Was looking for a fiduciary advisor upon my retirement and I believe achieved that.
Mar 8th, 2024
About
Royal Oak Financial Group
Established in 2002, Royal Oak Financial Group has been helping clients manage their financial planning needs in Columbus and Lancaster, Ohio. Royal Oak Financial Group helps individuals and small business clients develop customized and realistic financial solutions that work, whether that means full-service retirement planning and investments or accounting and bookkeeping for your business.Our team is committed to empowering each client with information and tools designed to enhance their knowledge each time they talk with a Royal Oak financial advisor. We believe that, when armed with knowledge and resources, individuals can more confidently manage their financial needs and affairs – and understand more about investing and overall financial planning.Having a financial advisor that understands your financial planning needs can help you achieve your goals. We are not a hard-sell investment firm looking out first for our bottom line. Our priority is the client’s bottom line and helping each client achieve their financial planning goals.The company is a Next Generation Accounting Firm, utilizing state-of-the-art industry technology. This helps ensure optimal financial planning service and real-time information to clients securely, accurately, and in a timely manner. Every financial advisor at Royal Oak adheres to customer service standards of integrity, excellence, and respect with dedication, support, and the best financial interest of each client our highest priorities.
Contact Info
- (614) 842-6090
- (614) 842-6091
- [email protected]
- Website
Services
- Business Insurance Needs & Benefits
- Business Services
- Business Tax Services
- Estate Planning & Elder Care Law
- Financial Services For Retirees
- Growing & Preserving Your Invesments
- Insurance Products, Individual
- Payroll, Tax & Bookkeeping Services
- Tax Planning & Preparation, Individual Tax Return
Payment Methods
- AMERICANEXPRESS
- CHECK
- DISCOVER
- MASTERCARD
- VISA
Questions & Answers
Q What is the phone number for Royal Oak Financial Group?
A The phone number for Royal Oak Financial Group is: (614) 842-6090.
Q Where is Royal Oak Financial Group located?
A Royal Oak Financial Group is located at 5858 N High St. Suite A, Worthington, Ohio 43085
Q What is the internet address for Royal Oak Financial Group?
A The website (URL) for Royal Oak Financial Group is: https://www.royaloakfinancialgroup.com/
Q How big is Royal Oak Financial Group?
A Royal Oak Financial Group employs approximately 20+ people.
Q What days are Royal Oak Financial Group open?
A Royal Oak Financial Group is open:
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Q How is Royal Oak Financial Group rated?
A Royal Oak Financial Group has a 4.9 Star Rating from 17 reviewers.
Hours
Ratings and Reviews
Royal Oak Financial Group
Overall Rating
Overall Rating
( 17 Reviews )William Wilkins on Google
I used to have my investments with a large brokerage house. The results were less than satisfactory. I met the team at Royal Oak Financial Group by referral from a good friend.
I have been genuinely impressed by the great service I have received. They manage my taxes and investment. They also meet my requirement of being a fiduciary which I feel is very important. I would highly recommend them to anyone who is retired or about to retire.
Larry Goldberg on Google
Our short experience thus far with Royal Oak Financial Group has been nothing but positive! This small team is personable, professional, knowledgeable and courteous and we trust them with our financial future.
Elton Jehn on Google
This group has exceeded my expectations for tax and investment management. I was looking for a true fiduciary to help me in retirement. Royal Oak Financial Group is a team of fiduciaries. Would recommend that you visit with them.
Wendy S on Google
In planning for retirement, I was fortunate enough to come across Royal Oak Financial Group in Worthington. I wanted a fiduciary that has my best interests at heart in all aspects of retirement. Although Ive only been working with them for less than a year, they have already reduced my concerns related to knowing whether or not Im on the right track. Highly recommend!
Deborah Hayden on Google
Very pleased with this company. Was looking for a fiduciary advisor upon my retirement and I believe achieved that.
Overall Rating
Overall Rating
( 17 Reviews )Write a Review
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