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Royal Oak Financial Group
- Estate Planning Law
- Columbus, OH
About this business
Established in 2002, Royal Oak Financial Group has been helping clients manage their financial planning needs in Columbus and Lancaster, Ohio. Royal Oak Financial Group helps individuals and small business clients develop customized and realistic financial solutions that work, whether that means full-service retirement planning and investments or accounting and bookkeeping for your business. Our team is committed to empowering each client with information and tools designed to enhance their knowledge each time they talk with... read more
Location details
5858 N High St Suite A, Ste A, Columbus, OH, 43085, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Moved all of my investments over to Royal Oak Financial Group a few years ago. I have been extremely pleased with this decision. They manage my taxes and tax planning. The portfolio management has been excellent and transparent. I highly recommend Royal Oak Financial Group. They have an office in Worthington and Lancaster Ohio. They also adhere to the fiduciary duties rules which I think is important.
Excellent company. They are helping us with our tax planning and filing, that is very important to us. They also manage our investments and help with our income planning. If you're looking for a true fiduciary financial advisor. We highly recommend Royal Oak Financial Group. .
We would like to take a moment to sincerely thank Matt Jehn and Grant for their guidance and assistance with our taxes. Our CPA retired this year and we needed assistance pretty quickly with our 2025 taxes. His team stepped right in to assist us and get everything done and expedited in a timely manner. We really really appreciate all the time and effort you both put in into helping us navigate this transition. Your professionalism and dedication has been a tremendous help to the both of us.
Working with The Royal Oak Financial Group has been one of the best financial moves we've made. There's been impressive gains in our investments over the 2 years we've been with them. If you're looking for solid stock market investments in Columbus, these are the folks you want to be with.
This office is so nice and so knowledgeable! They have really taken care of business! I highly recommend them for your investment and tax needs. They’ll take good care of you.
Frequently asked questions about Royal Oak Financial Group
How is Royal Oak Financial Group rated?
Royal Oak Financial Group has a 4.9 star rating with 87 reviews.
When is Royal Oak Financial Group open?
Royal Oak Financial Group is closed now. It will open on Monday at 9:00 a.m.
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