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Royal Oak Financial Group

Fiduciary-focused retirement planning with tax-savvy equity investing.

5(5 reviews)
financial-advising
$$$
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About

Royal Oak Financial Group in Worthington, Ohio provides fiduciary-based financial guidance with on-staff CPAs. The firm concentrates on retirement investing and equity-focused portfolios, avoiding mutual funds and annuities. Clients praise Brad, Matt, and the team for clear explanations, responsive service, and transparent, goal-driven portfolio management, with tax planning support. Offices in Worthington and Lancaster.

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Location

5858 N High St, Worthington, OH 43085, USA

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Services

Retirement Investment Management

Personalized portfolio management focused on equities, avoiding mutual funds and annuities, to grow your retirement savings.

Tax Planning and Filing

Comprehensive tax services including planning, preparation, and filing to optimize your financial strategy.

Fiduciary Financial Advice

Ethical guidance from advisors legally obligated to work in your best interest, ensuring transparent and honest recommendations.

Income Planning

Strategies to manage and sustain income during retirement, helping your money last throughout your lifetime.

Educational Seminars

Informative sessions at local libraries to explain investment strategies and retirement planning options.

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