Royal Oak Financial Group

4.9
92 reviews
Get DirectionsCallWebsite

Business Details

5858 North High Street, Worthington, OH
43085, United States
(614) 842-6090
https://www.royaloakfinancialgroup.com/
GoogleFacebookTwitter

About

Financial PlannerFinancial PlanningTax ConsultantInvestment ServiceFinancial Consultant
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 Worthington'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
  • RestroomAvailable
  • Onsite servicesAvailable

Location

Royal Oak Financial Group
5858 North High Street, Worthington, OH
43085, United States

Hours

Reviews

4.9
92 reviews
5 stars
90
4 stars
1
3 stars
0
2 stars
0
1 star
1
  • SA
    Suliman Abdullah
    Nov 10, 2025
    5.0
    Royal Oak Financial Group in Worthington 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.
  • TF
    Tom “TEFLON80” Farynowski
    Oct 29, 2025
    5.0
    Royal Oak offers complete retirement investment along with CPAs on staff. Brad and Matt are fiduciaries who are legally bound to work in your best interest. Royal Oak only deals with equities - no mutual funds, no annuities. I have been very pleased with the firm for the past 2 years. Brad and Matt have over 25 years of experience in managing retiree portfolios. All the equities are companies you would recognize like Amazon, Coke, Nvidia, Google, AEP to name a few. The firm provided many seminars at local libraries if you want more information on their strategies.
  • MP
    Mike Post
    Oct 28, 2025
    5.0
    We’ve enjoyed working with Matt, Brad and Jessica for the past 5 years. They are a personable fiduciary that only makes money when we do. We’ve made a substantial amount of money, which has enabled us to take trips and buy a car. At this stage of life, it is comforting to feel that our money will outlast us. We are grateful!
  • SR
    Sharon Royer
    Oct 20, 2025
    5.0
    Matt and his company, Royal Oak Financial Group, have done a fantastic job with my investments. I'm very thankful for all they do. I highly recommend them.
  • DL
    Diane Leatherman
    Oct 20, 2025
    5.0
    Royal Oak Financial Group made retirement planning easy to understand. We feel completely at ease knowing Matt and his team are guiding us.
Read more reviews on Google

Frequently Asked Questions About Royal Oak Financial Group

What financial services does Royal Oak Financial Group offer?

Royal Oak Financial Group provides estate planning, tax planning, financial planning, investment management, social security planning, retirement planning, and wealth management tailored to individual and small business needs.

Where is Royal Oak Financial Group located?

It is located at 5858 North High Street, Worthington, OH 43085, United States.