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Royal Oak Financial Group
Planificación de jubilación con enfoque fiduciario e inversiones en acciones con ventajas fiscales.
5(5 reseñas)
Business
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Planificación de jubilación con enfoque fiduciario e inversiones en acciones con ventajas fiscales.
Royal Oak Financial Group, en Worthington, Ohio, ofrece asesoría financiera basada en principios fiduciarios con contadores públicos certificados en plantilla. La firma se centra en la inversión para la jubilación y carteras centradas en acciones, evitando fondos mutuos y anualidades. Los clientes elogian a Brad, Matt y al equipo por explicaciones claras, servicio ágil y una gestión de carteras transparente y orientada a metas, con apoyo en la planificación fiscal. Oficinas en Worthington y Lancaster.
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Gestión de carteras personalizada centrada en acciones, evitando fondos mutuos y anualidades, para hacer crecer sus ahorros para la jubilación.
Servicios fiscales integrales que incluyen planificación, preparación y presentación para optimizar su estrategia financiera.
Guía ética de asesores obligados legalmente a actuar en su mejor interés, asegurando recomendaciones transparentes y honestas.
Estrategias para gestionar y mantener los ingresos durante la jubilación, ayudando a que su dinero dure a lo largo de toda su vida.
Sesiones informativas en bibliotecas locales para explicar estrategias de inversión y opciones de planificación de la jubilación.
Royal Oak Financial Group in Worthington has been incredible to work with. Matt and his team are knowledgeable, responsive, and truly care about helping clients reach their retirement goals. They take the time to explain every step and build a plan that makes sense. Highly recommend them for anyone looking for honest, fiduciary-based financial advice.
Royal Oak offers complete retirement investment along with CPAs on staff. Brad and Matt are fiduciaries who are legally bound to work in your best interest. Royal Oak only deals with equities - no mutual funds, no annuities. I have been very pleased with the firm for the past 2 years. Brad and Matt have over 25 years of experience in managing retiree portfolios. All the equities are companies you would recognize like Amazon, Coke, Nvidia, Google, AEP to name a few. The firm provided many seminars at local libraries if you want more information on their strategies.
We’ve enjoyed working with Matt, Brad and Jessica for the past 5 years. They are a personable fiduciary that only makes money when we do. We’ve made a substantial amount of money, which has enabled us to take trips and buy a car. At this stage of life, it is comforting to feel that our money will outlast us. We are grateful!
Moved all of my investments over to Royal Oak Financial Group a few years ago. I have been extremely pleased with this decision. They manage my taxes and tax planning. The portfolio management has been excellent and transparent. I highly recommend Royal Oak Financial Group. They have an office in Worthington and Lancaster Ohio. They also adhere to the fiduciary duties rules which I think is important.
Excellent company. They are helping us with our tax planning and filing, that is very important to us. They also manage our investments and help with our income planning. If you're looking for a true fiduciary financial advisor. We highly recommend Royal Oak Financial Group. .
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