Brand Certified
Royal Oak Financial Group
5.0(102 reviews)
Certified by Royal Oak Financial Group • Apr 26, 2026
Business Details
123 South Broad Street, Lancaster, OH
43130, United States
Certified by Royal Oak Financial Group • Apr 26, 2026
(740) 277-7222
Certified by Royal Oak Financial Group • Apr 26, 2026
https://www.royaloakfinancialgroup.com/location/lancaster/
Certified by Royal Oak Financial Group • Apr 26, 2026
About
Certified by Royal Oak Financial Group • Apr 26, 2026
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
Certified by Royal Oak Financial Group • Apr 26, 2026
Hours
Certified by Royal Oak Financial Group • Apr 26, 2026
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
Saturday9:00 AM - 5:00 PM
SundayClosed
Reviews
5.0
102 reviews
5 stars
102
4 stars0
3 stars0
2 stars0
1 star0
- DMDavid MillerApr 15, 20265.0Excellent company. Very personal. And the results have been fantastic. If you are looking for true fiduciary financial advice in Lancaster Ohio…I would highly recommend Royal Oak Financial Group.
- MHmark hayesApr 7, 20265.0This company has done a wonderful job in helping me with my retirement planning. I rolled over my 401k when I retired and I also have them manage and file my taxes. Royal Oak Financial Group in Lancaster Ohio has been a great experience.
- TFTherese FranzApr 6, 20265.0We really appreciate Royal Oak Financial Group. They helped us get out of some annuities that an advisor sold us. We were really disappointed we were tricked into putting our investments into annuities. Royal Oak saved us. Our investments have flourished. They also do our taxes, which we are also delighted with. If you are looking for a retirement advisor group, we would highly recommend Royal Oak Financial Group in Lancaster Ohio.
- DRDebora RicoApr 6, 20265.0We are very happy with our decision to work with Royal Oak Financial Group. They have followed through on everything they told us they would do. Our investments have done very well and they have been fantastic on tax management. If you are looking for a true fiduciary group to work with, We would highly recommend Royal Oak Financial Group in Lancaster Ohio.
- CMCharlene MullenApr 3, 20265.0We spent a lot of time interviewing financial advisory in Lancaster. Once we visited Royal Oak Financial Group, we knew we had found a winner. Their services have been second to none. The entire team has been a joy to work with. Matt is a CFP and Grant is a CPA. That made us feel extremely comfortable knowing two qualified fiduciary's would be working in our best interest. Royal Oak Financial Group in Lancaster Ohio is great.
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/.
Brand Certified Facts from Royal Oak Financial Group
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