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. Our advisors help 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 clients with information and tools designed to enhance their knowledge each time they talk with a 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.





Services:
Retirement Planning, Tax Planning, Estate Planning, Wealth Management, Social Security Planning, Financial Planning, Investment Management

Languages:
English