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Royal Oak Financial Group

5858 N High St. Suite A, Worthington, OH
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Business claimed Last updated: 7 months ago
About Royal Oak Financial Group

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 bus Go to full description...

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614-842-6091
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M-F 9am-5pm, Sa-Su Closed

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Email address: matt@royaloakfinancialgroup.com
Payment methods accepted: American Express, Check, Discover, MasterCard, Visa
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 a Royal Oak financial advisor. We believe that, when armed with knowledge and resources, individuals can more confidently manage their financial needs and affairs – and understand more about investing and overall financial planning. Having a financial advisor that understands your financial planning needs can help you achieve your goals. We are not a hard-sell investment firm looking out first for our bottom line. Our priority is the client’s bottom line and helping each client achieve their financial planning goals. The company is a Next Generation Accounting Firm™, utilizing state-of-the-art industry technology. This helps ensure optimal financial planning service and real-time information to clients securely, accurately, and in a timely manner. Every financial advisor at Royal Oak adheres to customer service standards of integrity, excellence, and respect with dedication, support, and the best financial interest of each client our highest priorities.
Services: Business Insurance Needs & Benefits, Business Services, Business Tax Services, Estate Planning & Elder Care Law, Financial Services For Retirees, Growing & Preserving Your Invesments, Insurance Products, Individual, Payroll, Tax & Bookkeeping Services, Tax Planning & Preparation, Individual Tax Return
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614-842-6090
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