Royal Oak Financial Group
About the Business
Royal Oak Financial Group, located at 123 S Broad St #225, Lancaster, OH 43130, is a premier financial services firm dedicated to helping clients achieve their financial goals. Specializing in a comprehensive range of financial solutions, the team at Royal Oak Financial Group offers expert advice and personalized strategies in areas such as investment planning, retirement planning, wealth management, and tax planning.
With a commitment to excellence and a client-centric approach, Royal Oak Financial Group prides itself on building long-lasting relationships based on trust and transparency. Whether you are an individual seeking to secure your financial future, a family planning for generational wealth, or a business in need of financial guidance, Royal Oak Financial Group provides the expertise and resources to help you navigate the complexities of the financial world.
Visit Royal Oak Financial Group to experience their exceptional service and take the first step towards financial stability and growth.
Photos
Location & Phone number
123 S Broad St #225, Lancaster, OH 43130, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Outstanding company. They have helped us with our tax planning and filing. Our investments have grown exponentially. They are truly fiduciary advisors. Very pleased and would highly recommend!"
"I am extremely satisfied with the services provided by my financial advisor. They are truly a fiduciary, always putting my best interests first and offering sound, trustworthy advice. Their expertise and dedication have significantly improved my financial planning and peace of mind. Highly recommended!"
"Totally love Matt, good guy. Does a great job. Does a great job with our investments, his office takes good care of insurance needs."
"So professional. The staff - Matt, Brad, Grant and Jessica, are truly amazing. I trust The Royal Oak Financial Group with my financial portfolio without reservation. They take their fiduciary responsibilities of care, loyalty, good faith, and confidentiality to an exceptional degree. I have complete confidence in them, and appreciate their dedication to my financial well being knowing that they are always working in my best interest."
"Matt and staff are wonderful to work with. Over the years he has provided us with the best advice, great earnings on our investments and has made our retirement such a wonderful joy we can’t thank him enough. He is a good friend not just our advisor."
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