Brand Certified
Royal Oak Financial Group
5.0(81 reviews)
Certified by Royal Oak Financial Group • Mar 08, 2026
Business Details
5858 North High Street, Worthington, OH
43085, United States
Certified by Royal Oak Financial Group • Mar 08, 2026
(614) 842-6090
Certified by Royal Oak Financial Group • Mar 08, 2026
https://www.royaloakfinancialgroup.com/
Certified by Royal Oak Financial Group • Mar 08, 2026
About
Certified by Royal Oak Financial Group • Mar 08, 2026
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
Certified by Royal Oak Financial Group • Mar 08, 2026
Royal Oak Financial Group
5858 North High Street, Worthington, OH
43085, United States
Hours
Certified by Royal Oak Financial Group • Mar 08, 2026
Reviews
5.0
81 reviews
5 stars
80
4 stars1
3 stars0
2 stars0
1 star0
- HSHollis SmithFeb 20, 20265.0Jessica in the office is polite, professional and prompt. My experience with Brad, Grant and Matt has been professional, honest and helpful. I am pleased with the investment management of my accounts and with the income tax services. I waited over two years before considering a review and highly recommend Royal Oak Financial Group
- SASuliman AbdullahNov 10, 20255.0Royal 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.
- TFTom “TEFLON80” FarynowskiOct 29, 20255.0Royal 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.
- MPMike PostOct 28, 20255.0We’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!
- SRSharon RoyerOct 20, 20255.0Matt 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.
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.
What are the business hours of Royal Oak Financial Group?
Royal Oak Financial Group is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Does Royal Oak Financial Group offer online appointments?
Yes, Royal Oak Financial Group offers online appointments to accommodate client needs.
Is Royal Oak Financial Group accessible for individuals with disabilities?
Yes, the firm has wheelchair accessible entrances, seating, and restrooms to ensure accessibility for all clients.
How can I contact Royal Oak Financial Group?
You can contact them by phone at +1 614-842-6090 or via email at matt@royaloakfinancialgroup.com.
Has Royal Oak Financial Group been established for a long time?
Yes, Royal Oak Financial Group has been serving clients since 2002, providing reliable financial planning services.
What nearby attractions can I visit around Royal Oak Financial Group?
Near Royal Oak Financial Group, you can visit the Worthington Chamber Orchestra, Rehm Music Studios, and Snap Fitness for cultural and fitness activities before or after your appointment.
Are there health and wellness services near Royal Oak Financial Group?
Yes, nearby you will find Total Massage Treatment Services and Bi's Relaxing Massage for massage therapy, as well as Intrinsic Care Chiropractic for holistic health care.
Can nearby services help me with additional support during my visit?
Yes, if you need counseling or dental care, Blue Boat Counseling and Jerman Family Dentistry are located nearby to support your health and wellness needs.
Brand Certified Facts from Royal Oak Financial Group
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