Brand Certified
Royal Oak Financial Group
4.9(86 reviews)
Certified by Royal Oak Financial Group • May 17, 2026
Business Details
5858 North High Street, Worthington, OH
43085, United States
Certified by Royal Oak Financial Group • May 17, 2026
(614) 842-6090
Certified by Royal Oak Financial Group • May 17, 2026
https://www.royaloakfinancialgroup.com/
Certified by Royal Oak Financial Group • May 17, 2026
About
Certified by Royal Oak Financial Group • May 17, 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 • May 17, 2026
Royal Oak Financial Group
5858 North High Street, Worthington, OH
43085, United States
Hours
Certified by Royal Oak Financial Group • May 17, 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
SaturdayClosed
SundayClosed
Reviews
4.9
86 reviews
5 stars
84
4 stars1
3 stars0
2 stars0
1 star1
- LMLinda MensingApr 9, 20265.0Very thoughtful company. They have answered all questions quickly. They have done a great job with our investments. We would recommend Royal Oak Financial Group.
- DGDoug GabrielApr 7, 20265.0Great company. Extremely happy. Would highly recommend.
- CMCharlene MullenApr 3, 20265.0We have really enjoyed working with Royal Oak Financial Group. They have been excellent to work with and have done an exceptional job with our investments and taxes. They meet all standards of being a true fiduciary. We highly recommend Royal Oak Financial Group in Worthington Ohio.
- PSPatricia StevensMar 12, 20265.0We have been clients of Royal Oak Financial Group for some time and are very pleased with their services. They manage our investments and manage our taxes. Our investments have done very well and we have paid less in taxes. They are truly fiduciary advisors and we would highly recommend them!
- 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
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
This information is certified by Royal Oak Financial Group and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified May 17, 2026Yext Knowledge Graph
- Address
- Categories
- Geo coordinates
- Legal business name
- Hours of operation
- Phone number
- Official website