Royal Oak Financial Group - Lancaster, Ohio

Introduction to Royal Oak Financial Group

For individuals and families seeking comprehensive financial guidance, Royal Oak Financial Group stands as a respected and established firm. Located in Lancaster, Ohio, at 123 S Broad St #225, this financial institution provides a wide array of services designed to meet diverse financial needs. With a strong commitment to client satisfaction and a team of experienced professionals, Royal Oak Financial Group has cultivated a reputation for integrity and expertise.

About Royal Oak Financial Group

Royal Oak Financial Group is a dedicated provider of financial consulting, financial planning, and investment services. They operate with the core principle of empowering their clients to achieve their long-term financial goals. The firm’s philosophy centers on building strong, trusting relationships based on open communication and personalized strategies. They recognize that everyone's financial situation is unique, and therefore, tailor their approach accordingly.

Services Offered

The group’s service offerings are extensive and cater to a broad spectrum of clients. Key services include:

• Financial Planning: Royal Oak Financial Group develops comprehensive financial plans that encompass retirement planning, education funding, estate planning, and risk management.
• Investment Services: They offer a variety of investment services, including portfolio management, asset allocation, and access to a range of investment products.
• Tax Consulting: Their experienced tax consultants provide guidance on tax planning strategies to minimize tax liabilities and maximize financial efficiency.
• Financial Institution Services: They offer various accounts and services, ensuring secure and efficient management of client assets.

Location and Accessibility

Royal Oak Financial Group’s location at 123 S Broad St #225, Lancaster, OH 43130, provides convenient access for clients in the surrounding area. The office is designed with accessibility in mind, featuring:

• Wheelchair Accessible Entrance: Ensuring ease of access for all clients.
• Wheelchair Accessible Parking Lot: Providing ample accessible parking spaces.
• Wheelchair Accessible Restroom: A fully accessible restroom is available for client convenience.
• Wheelchair Accessible Seating: Adequate wheelchair-accessible seating is provided throughout the office.
• Free Parking Lot: Clients can enjoy free parking on-site.
• On-site Parking: Plenty of parking spaces are available for clients.

Contact Information

For inquiries or to schedule a consultation, you can reach Royal Oak Financial Group at:

Phone: 402777222

Website: royaloakfinancialgroup.com

Client Feedback and Reputation

Royal Oak Financial Group has garnered positive feedback from its clients, as evidenced by its impressive 67 reviews on Google My Business. The average opinion is a remarkable 5/5, reflecting the high level of client satisfaction. Here's a summary of common themes from reviews:

• Expert Advice: Clients consistently praise the firm’s knowledgeable and insightful financial advice.
• Personalized Service: Many reviewers highlight the firm’s commitment to providing personalized service tailored to their specific needs.
• Trust and Integrity: A recurring sentiment is the trust and integrity demonstrated by the team at Royal Oak Financial Group.
• Effective Financial Planning: Clients have reported significant improvements in their financial well-being thanks to the firm’s strategic planning.

Why Choose Royal Oak Financial Group

Several factors contribute to Royal Oak Financial Group’s standing as a preferred financial advisor. They prioritize:

• Experienced Professionals: Their team comprises seasoned financial consultants and planners with a deep understanding of the financial landscape.
• Client-Centric Approach: They place the client’s needs and goals at the forefront of every interaction.
• Holistic Financial Planning: They offer a comprehensive approach to financial planning, addressing all aspects of a client’s financial life.
• Ongoing Support: Royal Oak Financial Group provides ongoing support and guidance to ensure clients stay on track towards their goals.

In conclusion, Royal Oak Financial Group presents a compelling option for individuals and families seeking reliable and professional financial solutions. Their accessible location, commitment to client satisfaction, and experienced team make them a valuable partner on the path to financial security. Visiting their website at royaloakfinancialgroup.com offers further details and allows potential clients to learn more about their services.

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👍 Reviews of Royal Oak Financial Group

Scott V.

5/5

It’s been a breath of fresh air to work with Royal Oak Financial Group. Not only has the performance of my retirement planning been great, but the personal involvement from the individuals actually involved in the decision making is welcomed and honest. Their sincere interest in my wife and I as people and getting to know one another is so welcoming compared to the large corporate feel from the bigger name institutions.
In addition, the perks of having knowledgeable individuals to help wade through Medicare and tax implications is very nice.
I strongly recommend working with Matt, Brad and the rest of their team.

Jeff P.

5/5

I would like to express my heartfelt appreciation for the exceptional money management services I receive from Royal Oak Financial Group. Their expertise spans a multitude of essential skills that have made my financial journey stress-free and rewarding.

From the outset, the team at Royal Oak demonstrated a deep understanding of my risk tolerance. This allowed them to design an investment strategy that not only aimed for strong returns but also kept me from obsessively monitoring my portfolio. Before working with Royal Oak, I often found myself anxiously checking my investments daily. This changed after several in-depth conversations with Matt and his team. They patiently explained the intricacies of my investments, instilling in me a sense of confidence and peace of mind.

In addition to their financial services, Royal Oak fosters a sense of community among their clients. They host community days where clients can meet, discuss their lives, families, and investments. My favorite event is Shred Day, where a shredding truck is parked at the office, and clients can drop off documents they no longer need. It's like a picnic with shredding—both practical and enjoyable!

I am sincerely grateful for the professional and personable service provided by Royal Oak Financial Group, and I look forward to continuing our successful partnership.

Elizabeth F.

5/5

This Group pays very personal attention to their clients. My husband and I have been pleased with the attention that the Group pays to the investment environment. Based on the results of their research they adjust our portfolio if needed. We appreciate frequent attention to our investment accounts.
They also have software that is available to all members that allow the member to get current reports. When we are curious about our balances it is easy to get the information. The Group also notifies us when activity reports are available.
We are glad we joined the Royal Oak Financial Group.

Richard H.

5/5

We have been with Royal Oak Financial Group for 3 years now and are thrilled with the way they do business and look out for our investments: they're truly like family caring for us and what we care about. No sleep lost being in their hands. It's easy to say, look the market is up and we're making money, but when wall street gets jittery, Royal Oak is a calm during the storm, keeping us advised and on track for the long run. Royal Oak and there staff care for us and are always punctual and courteous!

Kaitlyn B.

5/5

Royal Oak is wonderful! They care about each clients best interest and strive to make sure that every client is aware of their financial needs and benefits. If you are looking for CFP, financial planning or tax advice from a group who cares about your benefits and you I’d highly recommend ! Matt is wonderful as well!

Stacey T.

5/5

I rolled over my 401k to Royal Oak a few years ago. My account have increased each year. They now plan and file my taxes which I love. They have 2 CPA's on staff and Matt is a CFP. I feel very comfortable in working with this team.

Becky P.

5/5

Matt is a great guy to work with. He always has our best interest and is very honest with us. I like honesty. We have been so pleased with our investments. I recommend Royal Oak’s to everyone I meet.

Sue E. D.

5/5

I have been with Royal Oak for over 15 years. Matt has done an amazing job with my investments and building this company. The staff are terrific. Grant has done a wonderful job managing my taxes. Brad has been outstanding on handling my health care. I highly recommend working with this company. True fiduciaries!