royal oak

Royal Oak Financial Group    

(3) · Financial advising in Worthington, OH
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Established in 2002, Royal Oak Financial Group has been helping clients manage their financial planning needs in Columbus and Lancaster, Ohio. Our advisors help clients develop customized …
Established in 2002, Royal Oak Financial Group has been helping clients manage their financial planning needs in Columbus and Lancaster, Ohio. Our advisors help 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 clients with information and tools designed to enhance their knowledge each time they talk with a 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.

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Mar 23, 2020
Matt has been great to work with - he offers a personal approach to your financial planning; he is not a "cookie cutter" financial planner. He listen & asks questions to better understand your financ… Full review by Barb Gibbs Wilson

Frequently asked questions

Q:
Are you a fiduciary?
A:
Yes. We have a legal obligation to act in the best interest of our clients.
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