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
87 reviews
5 stars
87
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What are people saying?
AI-generated from recent customer reviews
Client Satisfaction
Customers consistently express high levels of satisfaction with the services provided by Royal Oak Financial Group.
Fiduciary Trust
Clients appreciate that Royal Oak operates as fiduciaries, prioritizing their best interests without pressure or hidden fees.
Investment Performance
Many reviews highlight significant growth in clients' investment portfolios, contributing to their confidence in retirement.
Comprehensive Services
Royal Oak offers a wide range of services, including investment management, tax planning, and Medicare advice, all under one roof.
Personalized Attention
Clients value the personalized and attentive service from the team, noting their responsiveness and willingness to explain complex financial matters.
- SASuliman AbdullahNov 10, 20255.0Royal Oak Financial Group in Lancaster has been incredible to work with. Matt and his team are knowledgeable, responsive, and truly care about helping clients reach their retirement goals. They take the time to explain every step and build a plan that makes sense. Highly recommend them for anyone looking for honest, fiduciary-based financial advice.
- TWTina WingetOct 30, 20255.0We 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 stewartOct 29, 20255.0I 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 PostOct 28, 20255.0Royal 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.
- 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!
Frequently Asked Questions About Royal Oak Financial Group
What services does Royal Oak Financial Group provide?
Royal Oak Financial Group offers estate planning, tax planning, financial planning, investment management, social security planning, retirement planning, and wealth management.
Where is Royal Oak Financial Group located?
Royal Oak Financial Group is located at 123 South Broad Street, Suite 225, Lancaster, OH 43130, USA.
What are the business hours of Royal Oak Financial Group?
They are open Monday through Saturday from 9:00 AM to 5:00 PM and closed on Sundays.
How can I contact Royal Oak Financial Group?
You can reach them by phone at +1 740-277-7222 or email matt@royaloakfinancialgroup.com.
Does Royal Oak Financial Group offer appointments online?
Yes, they offer online appointments and require appointments for their services.
Is parking available at Royal Oak Financial Group?
Yes, onsite parking is available for clients visiting Royal Oak Financial Group.
Are there other financial services near Royal Oak Financial Group in Lancaster?
Yes, nearby financial services include McLain Hill Rugg & Associates, Andy Ogilvie - Ameriprise Financial Services, LLC, Chase Bank, and Superior Retirement Solutions Wealth Management, which can offer additional financial assistance or complementary services.
What legal services are near Royal Oak Financial Group?
Nearby legal services include Brewster Law Office, SITTERLEY & VANDERVOORT LTD Attorneys at Law, and Sitterley, Vandervoort & Nixon, which clients might consult for legal needs related to estate planning or family law.
What nearby places can I visit around Royal Oak Financial Group in Lancaster?
Nearby you can visit the Stream and Wetlands Foundation, City of Life church, and The Well cafe for relaxation or community engagement before or after your appointment.
How can I learn more about Royal Oak Financial Group online?
You can visit their website at https://www.royaloakfinancialgroup.com/location/lancaster/ or follow their Facebook page at https://www.facebook.com/royaloakfinancial/.